Kommo

Integration with Kommo allows you to process messages from CRM and use data from transactions, contacts and companies in the work of the bot.

Connection

1. Open Integrations in ChatRex.
2. Press Connect integration.
3. Find Kommo and press Connect.
4. Sign in to Kommo and provide the requested permissions.
5. Return to ChatRex and make sure the integration displays the status of the connected connection.

Use as a channel

Add Kommo in the Channels and launch tab in the bot settings. When configuring the channel, you can transfer CRM data to the bot, including the transaction ID and a link to it, and set the conditions for starting processing.

After saving the settings, check the work on the test transaction and test dialogue so as not to change the data of real customers.

Actions

Connection adds actions to change the status of the transaction, transaction fields, contact and company, as well as to set tasks for employees.

Full list of parameters, work with variables and recommendations: Kommo actions.