Connecting to amoCRM for exporting customer and order data

Integration with amoCRM allows you to analyze and export information about customers and transactions to Yandex Metrica. Once you transfer data about actual sales or deal stages from your CRM to Yandex Metrica, you can link them to users' online activity on your site and perform a complete sales funnel analysis. You can also improve the effectiveness of your ad campaigns by creating or using existing tag goals for transaction statuses from amoCRM.

Key features of integration with amoCRM

End-to-end analytics

Transferring data on actual sales or transaction stages from your CRM to Yandex Metrica allows you to track the full user journey to the purchase.

Ad optimization in Yandex Direct

Use goals for transaction statuses from amoCRM to improve advertising effectiveness, including paid orders, signed contracts, and payments received after submitting a request on the site.

Creating custom segments

Form user segments based on the data from amoCRM and apply look-alike user identification.

Classification of requests

To determine the most effective sales channels by matching statuses in amoCRM with Yandex Metrica goals, send to Yandex Metrica the data about fulfilled requests only.

ROPO reports

Send data about offline purchases to assess the impact of online activity on offline sales using customer contact information from transactions.

For more information about CRM conversions, see Transmitting data from a CRM.

Step 1. Prepare your data

Yandex Metrica links the data from the CRM with the data about users and site sessions using fields from transactions in amoCRM. To link the data, Yandex Metrica uses customer characteristics (phone, email), as well as a special ID ClientID. To more accurately link orders to user sessions on the site, create a separate field for it in transactions.

Transmission of the ClientId involves including the unique identifier of the Yandex Metrica user in transaction records within your CRM system. Set up parameter transfer depending on the type of contact with the user:

Forms and orders on the site

Obtain the ClientId using the getClientID JavaScript method and include it in the hidden field of your lead forms for subsequent transmission to the CRM.

User calls

If your amoCRM transactions result from calls, you’re likely using a call tracking service. Check if your call tracking system can pass the ClientID to transactions in your amoCRM.

User emails

For email-initiated transactions, use email tracking services that can identify the sender’s ClientID by substituting the email address on your site. These services can then send information about new emails to your amoCRM as transactions.

Messenger chats

Use the getClientID method on the site and include the ClientID identifier in the deep link (Telegram, Viber) or in the message template (WhatsApp). When creating a transaction, specify the ID in a separate field.

Site widgets

Make sure that your site widgets can pass the Yandex Metrica ClientID to your amoCRM when transmitting transactions.

Step 2. Create a connection

1. Go to the Integrations page in Yandex Metrica.

2. Under Transmitting data from a CRM → Yandex Integrations, select amoCRM.

   Connecting amoCRM for the first time

   If you are establishing a connection for the first time:

   1. Log in to your amoCRM account.
   2. The integration of Yandex Metrica with amoCRM is developed using the Albato automation service. Review and accept its Offer and License Agreement.
   3. Allow Albato access to your Yandex Metrica account.

3. Click the Add connection button.

4. Allow Albato access to your amoCRM account. If you have multiple projects in your account, provide access to the project whose data you want to export. You can connect a single amoCRM project to one Yandex Metrica tag.

   Alert

   To establish the connection, log in to amoCRM using an administrator account and check your service plan — it must be active.

You can create a connection for multiple tags. To do this, make sure that your Yandex account has access to the tags that you want to create a connection for.

Step 3. Configure data transferring

After Yandex Metrica receives the initial data (transaction fields and statuses from amoCRM), set up the transfer of conversion data from amoCRM to Yandex Metrica:

1. Specify the amoCRM transaction fields that contain clients’ phone numbers, email addresses, and Yandex Metrica ClientIDs. This information is used to link orders (transactions) to site sessions of users known to Yandex Metrica. For more information, see How Yandex Metrica links CRM data to sessions.

2. To enable Yandex Metrica to receive orders (transactions) from amoCRM, go to Upload data from amoCRM (Integrations → Transferring orders from CRM → Deals and customers from AmoCRM) and specify how statuses in your CRM correspond to goals in Yandex Metrica.

   You can use both standard goals (“CRM: Order created” and “CRM: Order paid”) and goals of the Javascript event type.

   When the status of a transaction in amoCRM changes to the selected status for which a goal is specified, information on this transaction with the specified goal will be sent to Yandex Metrica. Data is sent to Yandex Metrica every hour.

After creating the connection, Yandex Metrica checks it. You can monitor the following statuses:

• “Connected”: Yandex Metrica is connected to amoCRM. Only the transactions whose statuses you have matched with goals will be uploaded to Yandex Metrica. Transactions obtained before connecting Yandex Metrica to amoCRM won't be uploaded.
• “Error”: Make sure you have access to amoCRM and log in again.
• “Setup required”: Specify order fields and/or map order statuses to goals in the connection settings.

Periods for recording and updating orders and conversions

When integrating amoCRM, standard limitations for offline conversion tracking apply:

• Conversion and order (transaction) data will be added to the session if no more than 21 days have passed between the user’s transaction date (their converted session on the site) and the moment of processing information with order (transaction) data.
• Within 111 days from the session, you can change or supplement the order (transaction) data that has already been added to the session. For example, when you have to change the conversion revenue after payment and change the conversion status from “in progress” to “paid”.

Working with transferred data

Strategy optimization

After transferring data to goals, you can use them in Yandex Direct conversion strategies and only pay for business-critical actions (e.g., only for confirmed orders).

Analytics

In addition to standard Yandex Metrica reports where you can see conversions according to goals matched with transaction statuses in amoCRM, after you set up the connection you will get access to End-to-end analytics reports:

• The Order sources from CRM report to analyze the sources of orders.
• The Sources, costs, and ROI report to analyze your ad spending and ad effectiveness.

Segments

You can create audiences and look-alikes based on users who have successfully completed purchases in amoCRM. This way, you'll be able to target users who resemble your customers or avoid showing ads to those who make spam orders or cancel them.

Deleting a connection

1. Go to the Integrations page in Yandex Metrica.
2. Under Transmitting data from a CRM → Yandex Integrations, select amoCRM.
3. Go to Upload data from amoCRM and click the Delete connection button.

New data will no longer be uploaded to Yandex Metrica, and the accumulated statistics will continue to be displayed in reports.

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