How we integrated BILLmanager with amoCRM and built a data pipeline for the sales department

Thanks to the integration into amoCRM, all these contacts are combined into one company, and transactions are distributed to the appropriate contacts. This allows you to see the activity of all users within the company and gives the manager the opportunity to contact a specific contact person.

Sales managers often encounter situations where a potential client with whom they are already working refuses to complete a transaction, but then returns and makes a purchase without direct interaction with them – for example, through a billing system.

Integration of BILLmanager and amoCRM allows you to take into account such transactions. If a client who previously abandoned the purchase returns and completes a transaction, the manager will know about this and will be able to use the information received in further communications, even if the client’s contact information has changed. This gives us the opportunity to introduce motivational programs for managers, stimulating them to work more actively and increasing overall sales efficiency.

Some customers stay at one stage of the funnel for a long time. For example, they continue to use a trial license ordered directly from BILLmanager, but do not purchase the main product.

Integration of BILLmanager and amoCRM allows you to timely notice customers who need to be stimulated and pushed to purchase the product.

How to set up integration

Integration is available to all BILLmanager users. Details are described in detail in the documentation product. In short, the process involves 3 stages – configuration on the amoCRM side, configuration on the BILLmanager side and data synchronization.

On the amoCRM side

1. Log in to your amoCRM account with administrator rights.

2. Go to menu → Create integration → External integration → button Create.

3. Specify the basic integration settings:

   • Redirect link — specify the BILLmanager public URL in the format “https://{URL}/billmgr”.

   • Link for disconnect hook — leave the field empty.

   • Grant access — select “Access to account data.”

   • Integration name.

4. Click the button Save.

5. Go to section amoMARKET→ Installed → select the created integration with BILLmanager → tab Keys and accesses.

6. Save the values ​​from the fields – they will be used for settings in BILLmanager:

On the BILLmanager side

1. Go to section Integration → Modules → Integration with amoCRM → button Install.
   If the module is installed successfully, then in the section Integration the item will appear amoCRM.

2. After installation the form will open Integration settings with amoCRM. You can go to settings from the section Integration → amoCRM → button Integration settings.

3. Specify integration settings:

   • Integration URL — amoCRM personal account address in the format “https://{my_company}.amocrm.ru“.

   • Integration ID — saved value from the field Integration ID in amoCRM.

   • Secret key — saved value from the field Secret key in amoCRM.

   • Redirection — public URL of BILLmanager in the format “https://{URL}/billmgr”. The URL must match the field value Redirect link in amoCRM.

   • Authorization code (one-time binding code) — saved value from the field Authorization code in amoCRM.

4. Click the button Ok.

Setting up data synchronization

To configure BILLmanager data synchronization with amoCRM, go to the section Integration → amoCRM.

Table Bindings displays information about the correspondence between BILLmanager entities and entities from amoCRM.

Available settings:

• Synchronization conditions are conditions that BILLmanager entities must satisfy in order to be transferred to amoCRM.

• Tags – conditions that will affect the tagging of entities on the amoCRM side. If the conditions are met, then when synchronizing entities on the amoCRM side, a tag associated with this condition will be added.

• Custom fields – comparison of custom fields on the amoCRM side with the characteristics of entities in BILLmanager.

• Funnels are conditions that will influence the distribution of a deal across various funnels and statuses within these funnels.

To start synchronization manually, run the command:

/usr/local/mgr5/addon/amocrm_bin.py --command sync --entity <сущность> --elid <id>

• entity – entity in BILLmanager for which to synchronize:

• id — entity id in BILLmanager

Development plans

In the future, we plan to improve the integration capabilities of BILLmanager and amoCRM. What opportunities will appear:

• automatic change of transaction statuses based on trigger events;

• links to customer and order cards;

• transaction tracking at the abandoned cart stage.

We can discuss any questions and wishes in the comments. On our website you can read the history of BILLmanager development, vote for current improvements or suggest your own. And, of course, get acquainted with any of our other products – download a free trial, request a demo or access to a test bench.