Connecting MAX to amoCRM

ChatRex Lite connects MAX to amoCRM so that you can work with messages directly from deal and contact cards while keeping the conversation history in the CRM.

MAX connects using a QR code, similar to WhatsApp.

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What you need to connect to MAX

Before starting, confirm 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.

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Connect MAX

1. Open amoCRM and go to the ChatRex Lite widget settings.
2. Go to Channels.
3. Select Connect MAX.
4. Wait for the QR code to appear.
5. Open the MAX app on your device.
6. Scan the QR code.
7. 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 channel settings, select the amoCRM stage for new conversations and specify the name of the deal ChatRex should create.

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

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Where messages are displayed

After the MAX connection:

• Incoming and outgoing messages appear in deal 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.

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Important considerations

• 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.
• Signing out of MAX on the connected device can temporarily disconnect the channel.

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If MAX does not connect

If the connection fails:

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

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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.

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Next steps

After connecting to the MAX, you can:

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

The connection normally takes only a few minutes and does not require development work.