andintegration modules

How to setup and use

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Note: amoCRM is...

is a lead management system that keeps all client’s requests from e-mail, telephone, online forms, through chats and instant messengers.

helps to manage leads and turn them into clients.

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Note: Drupal is...

is a free and open-source content management framework written in PHP and distributed under the GNU General Public License.

It is reliable and flexible modular system tested by time and a huge number of

projects (more than 1 million. sites) including the world-famous: NASA, Forbes, Discovery,

Harvard University.

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Integration modules

1. Module amoCRM slide 3

2. Module amoCRM Form slide 5

3. Module amoCRM API slide 7

4. Module amoCRM Contact slide 9

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amoCRM

AmoCRM module allows you to configure any reaction in which module Rules and other related modules allow to implement, for each action in and vice versa.

For example, when you change the status of a lead the site administrator gets a notification.

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How to install:1. Install module using the instruction;2. Also install and enable modules Rules and Rules admin/UI;3. Find Webhook on the page API in ;4. Enter the address of your website and add “/amocrm”. Then save a new Webhook.

How to use:1. Go to the Rules page: admin/config/workflow/rules;2. Create a new rule and select any event from3. Add any conditions or actions you want.

Video instruction

amoCRM installation

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amoCRM Form

The module allows to adjust feedback form and insert automatically generated in

Shortcode on site.

When the form on the site is filled in, a lead, company or contact appears in

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amoCRM Form installation

How to install:1. Install module using the instruction;2. Enable filter "Convert amocrm short-code to form" for needed text formats on the

page: admin/config/content/formats;3. Move the filter "Convert amocrm short-code to form" below the filter "Limit allowed

HTML tags".

How to use:1. Go to Leads in your account in ;2. Click the button “More” and then “Add a form”;3. Adjust a form as you like;4. At the bottom of the page a Shortcode for will appear;5. Copy it and put into required content field on the site.

8Video instruction

amoCRM API

Module amoCRM API is designed for developers.

Install it only if you want to use dependent modules or create your own module.

The module provides the interaction interface with the help of simple functions

and allows to extend the capabilities of integration.

For example, you can get a list of leads using filters or create new fields by any condition

with a help of module. Find the full list of features here.

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amoCRM Contact

The module allows to create Contacts in while using a standard contact form

(module Contact).

If categories are adjusted in a form, the contacts inside amoCRM will be marked with the

corresponding tag.

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amoCRM Contact installation

How to use:1. Install and enable modules on site: amoCRM, amoCRM API, amoCRM Сontact;2. Go to the page admin/structure/contact -> Edit categories -> put a tick “Create a

contact in amoCRM”;3. Go to profile to connect your site and CRM, copy API Key, domain and e-mail;4. Insert them on the next page “admin/config/amocrm”.

How to use:1. Go to your site and write a message in a feedback form;2. Check a Contact in ;3. Category name is a tag assigned to a contact in the CRM.

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