In the quiz, go to “Settings” → “Integrations” and click “Connect” on the Kommo (amoCRM) card
Click “Install integration”
Choose your account
In the pop-up window, choose your account and click “Allow”.
Done: the CRM is connected
Once you grant access, a message confirms the connection. Click “OK”.
Set up how leads enter the CRM
All fields are optional: if you leave them alone, the deal is created with the CRM default rules.
• Pipeline: where the deal ends up. If you don't choose one, the default pipeline is used.
• Responsible user: who the deal is assigned to. If you leave it empty, it is assigned by the CRM rules.
• Title: the deal name. For example, “LeadForms lead”.
• Tags: help you filter leads later.
Further down you can set up which additional fields are sent. When you're done, save.
• Pipeline: where the deal ends up. If you don't choose one, the default pipeline is used.
• Responsible user: who the deal is assigned to. If you leave it empty, it is assigned by the CRM rules.
• Title: the deal name. For example, “LeadForms lead”.
• Tags: help you filter leads later.
Further down you can set up which additional fields are sent. When you're done, save.
Having trouble with the setup?
If something doesn't work, and we'll sort it out with you.
