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News from Planado team

Integration with amoCRM

01.08.2019

Now we have an integration with the  amoCRM "out of the box"!

Integration works like this: when a deal in amoCRM goes into a state that requires visiting the client, a job is created in Planado.

The data from the deal is transferred to the  job when it is created. You can configure which fields from the amoCRM will be transferred to Planado fields.

Once the job has been finished, you can return the data from the Planado report to the amoCRM and change the deal status.

 

The integration with amoCRM is available only at the Pro subscription plan!

 

For more information on how to set up  the integration, see the instructions.

 

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