Integration amoCRM with Altegio

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Integration with Altegio

Checkout of visits in a convenient and familiar interface from amoCRM and stable synchronization of data on visit updates and payments. Widget is available in Russian, Spanish and English

Demo period for 7 days

Installing and configuring the integration

For installing and configuring the integration, leave a request in the form below and we'll contact you as soon as possible

Get in touch

We have also prepared instructions for self-configuration
if you encounter a problem

IMPORTANT! If empty page is displayed in the section "Integration with YCLIENTS" - go to the widget settings (where you indicated access from YCLIENTS) and press "Save" button

Video instruction

By clicking on the free time, the visit is booked

Within the widget, you can see the actual records of the employee for the week to quickly find free time, which can be signed up by a client

Convenient viewing of an employee's appointment schedule

If you need to make an appointment with any free specialist - in the widget added functionality to view the schedule of the branch so that you can quickly help you find a convenient time for your client

Viewing the schedule for the entire branch

After creating a visit, all changes are synchronized with the record and payment for this record

Create an entry directly from amoCRM, the widget supports all necessary data for creating an entry

Record creation directly from amoCRM and further data synchronization

Recording to group events is done by clicking on this event

The group events log displays the number of seats so that you have up-to-date information

The widget supports recording for group events

Also, from the history you can go to the record you are interested in

After the first customer entry, you will view the full history of customer visits

Viewing visit history

3. Synchronization with conditions
Configure the distribution schemes you need yourself. When you change the status of a visit, the transaction can change its stage depending on the branch / employee / funnel / service category

2. Do not synchronize statuses
If you don't need synchronization (and you also don't want to have YCLIENTS entries in the system)

1. Synchronization without conditions
Standard synchronization whereby if you change the status of a visit, the transaction will automatically move to the stage you want

The widget supports three status synchronization options:

Maximum flexibility

Other integration features

Creating an appointment from amoCRM

Automatic data synchronization

Setting up amoCRM users

It is possible to bind Altegio user to amoCRM user, which will be the creator of the visit and will see the information that is configured under the user rights in Altegio

When setting up users, you can select the default branch of the user and in this case, when you make a new visit, the branch will be selected automatically

When you create a new entry in ALTEGIO (e.g., an online entry), the widget can search for active transactions on the client at selected stages

Synchronizes the financial operations that take place during the visit, namely making payments. The data is transmitted to the field of your choice

Synchronized changes of visit statuses in Altegio and within the widget settings, you will select which stage to move the record at a certain status

When making an appointment from Altegio, the task is automatically set for the selected date and time

Such data as "Date of visit", "Time of visit", "Branch" (in the list's field type, or multisheet) and "Employee" are transmitted to the selected fields of the transaction

If necessary, you can edit an entry after it has been created by pressing the "Edit entry" button

Cost of use

(includes 10 connected branches for integration)*

* If you plan to connect over 10 branches, the cost will be
for each additional integration package for 10 branches:

53,3 $ / month

320 $

month

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