amoCRM - SaaS lead management system and partner of i20 Group of companies (http://i20.biz). We have developed a number of Drupal modules and widget especially for them. In this presentation, you can find the information on how to install and use the module amoCRM Widget and widget in amoCRM system. They work in combination to make your sales more effective. All the features of the module are described on its page on Drupal.org: https://www.drupal.org/project/amocrm_widget You'll need a Drupal site with https and an account in amoCRM (https://www.amocrm.ru/) to use the widget. How to video: https://youtu.be/JN3USuUzr2o amoCRM Widget instruction in Russian: http://www.slideshare.net/DrupalJedi/amocrm-60906836 Other amoCRM modules instruction in Russian: http://www.slideshare.net/DrupalJedi/amocrm-60909031 Other amoCRM modules instruction in English: http://www.slideshare.net/DrupalJedi/drupal-and-amocrm-integration-modules-instruction

1. and widget
How to setup and use
Supported by

2. Note: amoCRM is...
is a lead management system that keeps all client’s requests from e-mail,
telephone, online forms, through chats and instant messengers.
helps to manage leads and turn them into clients.
2Supported by

3. Note: Drupal is...
is a free and open-source content management framework written in PHP and
distributed under the GNU General Public License.
It is reliable and flexible modular system tested by time and a huge number of
projects (more than 1 million. sites) including the world-famous: NASA, Forbes, Discovery,
Harvard University.
3Supported by

4. Module amoCRM Widget contains following submodules:
1. Mail. Integration with e-mail allows you to send e-mail directly from the contact card,
the lead or the company. It is planned to add e-mail templates.
2. Pages (pages) for static content display. Allows to develop custom widgets on the basis
of .
3 more submodules are in the process of development now.
Module amoCRM Widget
4Supported by

5. 1. You’ll need a website with https for module installation.
2. Install modules using the instruction: amoCRM, amoCRM API, amoCRM Widget.
3. Enable:
● amoCRM Widget
● Widget Mail
● Widget Pages
● JQuery Update
● X Reference
amoCRM Widget module installation
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6. You can find the necessary data to
configure the widget in
user’s profile:
● Domain,
● Email,
● API Key.
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7. Save data from the
in module
settings on your site.
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8. Widget installation
Enable Widget and enter the path to your site kind of:
https://your.domain/amocrm_widget/widget-init.
8
Installation of the
Widget is complete!
Supported by

9. 1. Create a lead or contact in (or come into existing one).
2. Click to Mail -> Send Mail.
3. Fill in the subject, e-mail and message body in a pop-up window. E-mail will be
automatically inserted from the contact card, and topic from the lead name. If there
are more than one contact in the card, the main contact marked by an asterisk will be
inserted.
4. E-mail Widget supports text formatting in the message body (visual editor). To
enable this option, perform the steps of Drupal site manual how to use HTML in
letters. If you do not need special formatting of letters, this setting item can be
dropped.
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How to use: submodule Mail
Supported by

10. 10
Press the
button
“Send Mail”
Write the
topic and
body of a
letter. Psee
“Send mail”.
Done!
How to use Mail submodule
Autoexpand
of e-mail

11. Contact us on site or by
mail hello@drupaljedi.com
for any questions
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