Sign in to your Bukza account.
Go to the Configuration screen and open Templates and integrations.
Click Create amoCRM configuration.
Then enter your domain to connect your amoCRM account and click Get configuration.
If your CRM is located at https://mydomain.amocrm.com then enter "mydomain" into the domain field.
Then you will see an amoCRM popup window where you should pick your account and give necessary rights to Bukza application.
To avoid creating a duplicate contact, select the Search contact by a field checkbox and select the field to search for.
This way you can select up to 3 fields for searching for duplicates.
If necessary, create a contact and lead with the required fields, status, and funnel.
The lead will be automatically attached to the contact.
Specify the rules for transferring fields (for more information, read instructions below)
You can also create a note for a lead or contact.
This note will provide a summary of the order:
If you added new fields in amoCRM or updated the values of existing ones, you must first click Refresh configuration in Bukza and save the settings.
For a contact or lead, click Add Field.
In the window, select the Bukza field where the data will be taken from.
Then select the amoCRM field where you want to transfer this data.
All fields from Bukza are converted to strings with some notes:
- Checkboxes values are converted to '+' and '-'.
You can specify your own format for dates for example, 'dd.mm' for a short date or 'HH:mm' for time.
If you leave the format empty, the default amoCRM date format will be used:
- The total share count is '0' when the price option for the whole resource was booked, but the share count of this specific price option is '1' in this case.
To correctly transfer the values of lists and multi-lists, their values must exactly match the values of fields in Bukza.
If they do not match, you will need to create more complex transfer rules.
Read more about this below.
Imagine that you have price options for the whole resource: Rate A, Rate B, Rate C.
But in amoCRM, they are presented as a list of values: A, B, C.
In this case, you will need to configure a separate field transfer rule for each price option.
In each rule, you need to set the settings like this:
Finally you will have a configuration like this:
It is possible to send an order to amoCRM on the order management screen.
You can also send an order to amoCRM using a button or automatically when certain events occur.
To do this, create a trigger and add a task with an action Send order to amoCRM
Read more about how triggers work here