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Integration of Smart Payment and AmoCRM (service for working with clients and leads)

Rating 5 (2 Votes)

Our service is integrated with the AmoCRM customer and lead service so that you can maintain customer statistics and boost unpaid orders.

The first thing you need to do is register an account in AmoCRM.

How to do it and how to set everything up correctly, look in AmoCRM knowledge base.

Let's take a look at how to integrate AmoCRM and Smart Payment.

First you need to go to the settings tab: https://smartpayment.pro/app/profile/edit 

In the "Integration" tab we find "AmoCRM" and activate:


Next you need to enter:


E-mail we take in the profile, in “Settings” in “Users” tab 


 The next field to fill in the API key.
Your API is also in profile:

And the last field to fill out is the Subdomain.
It's simple. Look at your account URL:

 You can make status settings for all products at once.


After filling in all the fields, save the changes.

After activation, integration starts working with the default settings, but if we want to change them for a particular product, we need to do the following: go to the "Products":

Open any product and go to the "Extended Settings" tab. There we see the AmoCRM block.
There is an important note in this setting.
If you go to a specific product separately and configure it, the global settings for it will stop working, and those that you configure for it individually will work.

By default, after activation, such settings are registered for each product.
Work of integration
Let's now see how the integration works when purchasing goods.
After the customer enters his contact information when ordering and clicks the "Next" button:

Next, the client enters the payment selection page.

After switching to this page, the contact and transaction are created in your AmoCRM account:


After the customer pays, the status of the transaction changes.

The integration works a bit differently if the "Manual payment" option was selected for payment:

After clicking on:


The status of the transaction will change to “Taking decision":

After you check the availability of payment and manually confirm the order:


The transaction will go to the status of "Successfully implemented."

_

If you have any questions, please contact support.

Sincerely, Smart Payment Team!

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