29.12.2020

Oki-Toki integration settings with AMOCRM

The instruction will help to integrate AMO CRM with the Oki-Toki cloud service. Opportunities and job description.

Oki-Toki integration settings with AMOCRM

Content:

  1. Integration: opportunities
  2. Creating plugins
  3. Connecting a widget to AmoCRM
  4. Creating a webhook for:
    • creation of transactions\\contacts in AMOCRM in case of events from Oki-Toki (incoming calls, clicks on the IVR, etc.);
    • calling on events from AMOCRM: creating a lead, changing the status of a lead
  5. Connecting the integration and setting up in your personal account

Integration: opportunities

Oki-Toki and AmoCRM integration provides our clients with the following features:

  • Adding deals\\leads from AmoCRM for calling to Dialer Oki-Toki for such actions as:
    • Creating a deal;
    • Create a contact;
    • Creating a contact and deal;
    • Deal status update;
    • Manual addition from Amo CPM
  • Creating deals in AmoCRM when:
    • Changes in the status of a call (task) in Oki-Toki;
    • With selected events in the IVR.

Creating a Plugin

First you need to create a plugin, which will contain all the registration data of the AmoCRM User in the Oki-Toki system. To do this, go to the menu "Integration" – "Plugins" – click "Add". Next, we proceed to filling in: specify the name of the plugin and indicate the AmoCRM item in the “Integration”. Creation AmoCRM no longer provides public api keys and authorization will need to be configured after the first plugin is created . After clicking on the “Save” button, you will have such a request to add authorization, click on the button to install integration and in the window that opens, select the AmoCRM account with which you want to integrate and click “Allow”. The integration will be installed automatically and in the plugin settings you will see that your AmoCRM account is linked. If you need to change your plugin account in the future, you can change the current settings or create a new plugin. Oki-Toki The second plugin is required to work with requests from our side. Create in the same way as the first one, only in the “Integration” section select Web-Hook and save it. No more actions and additional settings are required in Oki-Toki. Oki-Toki If you did everything right, then you should have 2 plugins: for AmoCRM and web hooks. In AmoCRM, it will be necessary to create an integration with Oki-Toki. To do this, go to "Settings" – "Integration" – "Web Hooks" oki-rokioki-roki In the URL field, you must enter the following link: https://comp_domain.oki-toki.net/api/v1/amo?api_token=f5926f28c7**********85b6c4957955&plugin=123 , where you need to substitute your data from Personal office. comp_domain – specified in the address bar of your personal account Oki-Toki api_token – taken from the Administrator user settings. Oki-toki plugin – plugin number can also be taken from the address bar by going to the settings of the required plugin

Connecting and configuring the widget in AmoCRM

To connect the Oki-Toki widget for AmoCRM, you need to: ● In your AmoCRM account, go to the settings (you need the appropriate rights) in the search bar, start entering the name of the widget and after the desired widget is found, click install ● Check the box to confirm the transfer of information and click “Install ” ● After installing the widget, you will need to register the user's api-token (generated in the user settings in Oki Toki) in the corresponding field of the AmoCRM employee in order to be able to call from the lead card to AmoCRM through the operating place. For each user (operator), you need to separately generate and enter its api- token to widget. ● In the settings of your personal account in the "Integration" section, select the item "External resources", click "Connect" and select AmoCRM in the list ● In the settings, give the widget a name, be sure to specify the plugin (the one where authorization with necessary queues and dialers (for automatic opening of profiles) and logging of events on them AmoSRM After the integration and widget setup is completed, the following functions will be available to you: ● Click-to-click calls from the lead card to AmoCRM (the operator must be in the office to make a call) ● Manual addition of tasks through list management. You just need to select the necessary tasks and through the menu you can add or remove from the desired dialer. ● Logging the history of calls by dialers and queues, as well as listening to records of conversations from the client's card.

Webhook for creating deals\\contacts in AMOCRM for events from Oki-Toki

Let's move on to solving the first case – creating a webhook for creating deals in case of events from Oki-Toki. Let's set a condition for the case that we receive calls, the client listens to the message, and depending on his choice (for example, the client presses “1” after listening to the informant's message), a deal is created in AmoCRM. Go to the Integration menu – Events. Give the name of the integration, select the necessary event (for example, take the Call Function), select our previously created plugin for AmoCRM, select the necessary action for our hook (for example, create a deal and contact in AmoCRM, the hook state is Active. Next Let's move on to Trigger Conditions For our case, it is necessary to send a deal to AmoCRM by clicking on “1” in the IVR 2.0 cube. ) in this scenario (Scenario cube number) ● for the IVR 2.0 cube with DTMF clicks, you need to specify the exit number from the cube Depending on the selected event, the set of available conditions will change.All events need to be additionally activated on the server side, so before starting, contact with our technical support to help you with this issue.The next step is to configure the Action Parameters – these fields are responsible for , where to create a lead in AmoCRM. To complete the creation of the webhook, you need to fill in all the required fields. amosrm The authorization field is filled in automatically, we do not fill it out. Then you need to specify how the transaction will be called in AmoCRM – If you want the name to be assigned a certain value passed to the variable, you need to specify it through double curly braces – {{}}. For example, our transaction will contain the phone number of the customer who clicked on a certain answer option. It will look like this: “Customer 7916******* clicked 1”, and in the “Name” field we will write it as “Customer {{dnis}} clicked 1”, where the variable {{dnis}} is a number the client to whom the dialer was dialed (the list of variables can be found here . Field “Status” – Choose the required status that corresponds to one of the statuses in your AmoCRM; Field “Funnel” – select the necessary funnel from AmoCRM; Field “Responsible” – similar to the previous fields, assign The rest of the fields also correspond to those in AmoCRM, you only need to indicate which ones will be filled in (if necessary). fields “Status”, “Funnel”, etc. Now you have a working integration that works when a user presses a certain number after listening to a message in IVR and creates a lead in AmoCRM with the specified parameters.

Webhook for creating a task for ringing in the Oki-Toki dialer in case of events from AmoCRM

The second important case is the creation of a task for ringing in case of events in AmoCRM. We have already created some elements (plugins) in the previous step, we will need them in the future. Go to the menu Integrations – Events – create a new event. We give it a name, Event – AmoCRM, connect the second plugin (where the webhook is), Default action, Status active, Description optional. The next step is to set the trigger conditions. Here you need to choose under what conditions our webhook will work, for example, we want it to be called only when creating a deal in the “New order” status. There may be several conditions, but we are now considering the simplest case. After the trigger conditions are selected, we will configure the link to which we will send the event. You can do this in the next paragraph – Action parameters. Link example: https://compdomain.oki-toki.net/api/v1/dialers/create_task?api_token=********************&dialer_id=1&phones={ {phone}}&&details={lead:{{lead_id}}} The action type is POST. We have already considered some data (compdomain, API-token, dialer_id) where to get it in Oki-Toki, the rest of the parameters are what we transfer from AmoCRM: phone numbers and add. parameters (details) if needed. In this case, we additionally transmit a unique transaction ID for the subsequent opening of a client card from AmoCRM when connecting with an operator. On the part of AmoCRM, in the Settings – Integration – Webhooks section (to activate, you need an extended account in AmoCRM), we have already registered a link to our plugins, do not forget to also set the trigger parameters, it is advisable to leave only those events for which we expect events, otherwise AmoCRM may accept many requests for spam and turn off the webhook. webhooks In general, this is all that is needed. Further, different combinations of conditions and actions can be carried out both on the part of Oki-Toki and AmoCRM.

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