The Everest Forms Pro plugin allows you to integrate seamlessly with amoCRM. This integration enables you to automatically send form submissions to amoCRM. With this guide, you will learn how to install, configure, and set up the amoCRM add-on for Everest Forms. Additionally, you will be able to use conditional logic to control when and how form submissions are sent to amoCRM, ensuring your data is organized efficiently.
Installation #
- Go to Everest Forms > Add-ons > Modules.
- Search for ‘amoCRM’ and activate it.
Please note that you need Everest Forms Pro installed and activated in your site to use this.
Setup and Configuration #
You will need to have a amoCRM app Integration ID, Secret Key, Access Code and Referer URL in order to integrate the Everest Forms with the Zoho. Follow the steps below for this.
Getting Client ID and Client Secret
- Go to amoCRM API Console and click Log in (if you already have an account else click on Sign up button).
- Now, click on > button.
- Click on Settings -> Create Integration.
- You will need to enter the Redirect URL(go to your site admin dashboard and copy paste url given on point number 3 as shown)
- Also, enter the Integration Name and then click on the Save button.
- Then click on the Keys and Scopes tab and copy Secret Key, Integration ID.
- Now paste the Integration ID and Secret Key on the respective fields of Everest Forms Integration Settings.
- Click on the Get Access Code button.
- A new tab will open where you will need to enter your credentials, and it will then provide the Secret Key in an input field.
- Copy the Access Code and Referrer URL, paste them into the respective fields, and then click the Connect to amoCRM button.
Integrating the amoCRM with Everest Forms #
Once you have created the amoCRM connection, follow the steps given below:
- Create a form from Scratch or use the existing form.
- Click on the Integrations -> Add new connection
- Enter the connection name
- Select the available Zoho accounts to connect the form.
- Select available amoCRM services such as Lead, Company, Contact, etc.
- Map the matching fields from the form fields.
Using Conditional Logic
Use Conditional Logic: You may want users to subscribe to amoCRM only if they fill certain fields with certain values. For example, in the above case (see image above), the users will only be added to the amoCRM services if they enter Jack in the Name field.
