This article will help you integrate your amoCRM domain with Planado.

  1. Login to your amoCRM or create a new one.

  2. In the Settings tab select Integrations.

  3. In Search type "Planado".

  4. Click on the "Install" button.

  5. Planado integration settings will be opened. Type your Planado domain name in the "Your Planado address:" field, for example, your_planado_domain.planadoapp.com. 

  6. Tick  "I agree to share account data with the third-party server" and press "Install".

  7. If you were logged in to your Planado account, you'll be redirected to amoCRM integration settings in Planado. If not, you'll be redirected to a Planado login page.

  8. Login in to your Planado account with your e-mail and password. 

  9. After this, you'll be redirected to amoCRM integration settings. 

  10. Here you can select what fields from amoCRM leads you want to transfer to Planado jobs.

  11. After completing these settings click "Save".

  12. After that, you'll be redirected to amoCRM Planado integration page.

  13. Congratulations! Your amoCRM Planado integration has been finished. You can open integration settings by clicking on the amoCRM Planado integration tab on the "Configure integration" button or in Planado Settings → Integrations → amoCRM.