RetailCRM connection

Integration allows you to process messages from RetailCRM channels and work with directory, customers and orders.

Connect

1. Open Integrations in ChatRex.
2. Select Connect integration and select RetailCRM.
3. Open the RetailCRM integration card and select Connect.
4. In RetailCRM, open the application marketplace.
5. In the chatbot category, find ChatRex and click Connect.
6. Confirm the connection in the ChatRex window.
7. Check the status of Connected.

Use the integration as a channel

1. Open My Bots → Change → Channels and Launch.
2. Add RetailCRM.
3. Select the RetailCRM channels from which the bot must handle the messages.
4. Configure the transmitted fields and return the client to the dialog if these options are needed.
5. Save the changes.

Actions

Receiving products and orders, creating an order and setting a task are described in the article Actions RetailCRM.

Verify the result

Use a test client and order. Check the incoming message, receipt of the catalog, order creation and no duplicates.