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ChatRex and amoCRM: every lead goes straight into your CRM

The AI bot responds to customers, identifies their needs, and sends a qualified lead to amoCRM with the full conversation context. A manager joins at the right time without rereading the entire chat.

  • Responds using your scenario
  • Stores customer data
  • Transfers the context

How ChatRex works together with amoCRM

ChatRexonline · qualification
Today
We need calculations for two branches. Can you help?10:24
Yes. In which cities are the branches located?10:24✓✓
In Moscow and Kazan. You can contact us at +7 999 123-45-6710:25
Thank you, I fixed everything. I transfer the data to the manager to prepare the calculation10:25✓✓
Action completed in amoCRMCities, phone and task are written in the transaction fields
Scenario 01

Fills in fields as the conversation progresses

ChatRex refines the task and contact, stores the responses in variables and transfers them to the consistent amoCRM fields

Fields are filled in from the dialog

Phone, task, deadline and other collected variables fall into the selected amoCRM fields

Status changes according to condition

ChatRex moves the deal to the next stage when the client has provided the necessary answers

The task appears on time

The bot assigns the employee a task with a specific next step and deadline

How ChatRex integrates with amoCRM

What happens to each request, why it matters to the business, and where the team saves time

Fields are filled in from the dialog

Phone, task, deadline and other collected variables fall into the selected amoCRM fields

Status changes according to condition

ChatRex moves the deal to the next stage when the client has provided the necessary answers

The task appears on time

The bot assigns the employee a task with a specific next step and deadline

Actions are combined into a script

Changing fields, status and setting a task are performed in the required sequence

Variables are customized for the process

You determine which answers to collect and in which fields of the card to record them

A difficult question leaves a person

Before transmission, ChatRex manages to collect the data the manager needs to respond

Where teams use this integration

Practical scenarios with a clear handoff and an observable result for the team.

Sales

Qualification of incoming requests

Managers work with applications where the task, budget and contact are already clear

Service

Repeated customer requests

The history is saved in one card, and the CRM is not filled with duplicates

Non-working hours

Applications at night and on weekends

ChatRex responds immediately, creates a deal and assigns a task to the person in charge

Let's show a combination of ChatRex and amoCRM on your process

Let's look at the funnel, the required fields and the moment of transfer to the manager. The first scenario can be checked before the full launch

How to launch the integration

1

Connect amoCRM

Authorize the integration in a secure window and select a funnel

2

Comparing fields

We determine what data the bot should collect and where to record it

3

We check on a test application

We go through the scenario as a client and check the transaction card

How ChatRex compares with other solutions

Criterion
ChatRex
Other solutions
Filling out CRM
Automatically based on the results of the conversation
Often requires manual transfer
Application context
Client's answers and summary are already in the deal
The manager rereads the correspondence
Repeated requests
Link to an existing contact
Can create duplicates
Launch
Setting up using a ready-made script
Development and manual linking of services