Connecting MAX to amoCRM

How to connect MAX to amoCRM via ChatRex Lite

ChatRex Lite allows you to connect the MAX messenger to amoCRM and work with chats Directly inside the CRM: in the cards of transactions and contacts, while preserving the entire history of correspondence.

MAX connects using a QR code, similar to WhatsApp.

What you need to connect to MAX

Before starting, make sure that:

You have ChatRex Lite widget installed in amoCRM.
You have an active MAX account.
The device with the installed MAX is enabled and has access to the Internet;
The MAX account is not connected to other integration services.

How to connect the MA X

Open amoCRM and go to the ChatRex Lite widget settings.
Go to Channels.
Press "Connect MAX".
On the screen will appear QR code.
Open the MAX app on your device.
Scan the QR code.
Wait for Connected status.

After a successful connection, the MAX channel will appear in the list of connected channels.

Set up new deals

In the connected MAX settings, select the amoCRM step for new calls and specify the name of the trade you create.

To substitute the value of the amoCRM field in the name, enter @ and select the desired variable.

Where messages are displayed

After the MAX connection:

Incoming and outgoing messages are displayed in transactions cards;
Correspondence is also available in contact cards;
All message history is stored in amoCRM.

Messages can be sent and received without leaving the CRM.

It's important.

One MAX account can only be connected to one ChatRex account.
It is not recommended to use a MAX account that is already connected to other CRM or services.
The MAX device must remain active and have a stable internet connection.
When you leave your MAX account on your device, the channel may temporarily shut down.

If the MAX is not connected

If the connection fails:

Update the QR code and repeat the scan.
Make sure your MAX account is not used by another service.
Check the internet connection on the device.
Restart the MAX app and try again.

If the MAX channel shuts down

The MAX channel may temporarily shut down if:

change of device;
log out of the MAX account;
Unstable Internet connection.

In this case, perform channel reconnect via ChatRex Lite settings.

What next?

After connecting to the MAX, you can:

Communicate with customers directly from amoCRM
Use automated messages via Digital Pipeline and Salesbot
Connect additional channels or expand the functionality of ChatRex Lite.

Configuring the MAX connection takes no more than 5 minutes and does not require developers.