Connecting MAX to amoCRM

MAX has an audience of more than 100 million users, and the messaging offers extensive functionality for customer communication through both private messages and group chats and channels. Integration of MAX with amoCRM through the Umnico platform allows you to unite the messenger with the CRM system, speed up request processing, and build a transparent, manageable sales funnel.

Using MAX integration with amoCRM through Umnico you can:

✅ Receive new requests from MAX as deals in amoCRM.
✅ Respond to customer messages directly from the CRM interface.
✅ Automate business processes: tag dialogue, set statuses, and assign inquiries to agents.
✅ Initiate a dialogue with a customer from amoCRM.
✅ Analytics: monitor response time and sources of incoming inquiries.

To start using MAX inside amoCRM, follow the simple steps in this guide. First, you need to connect the messenger to Umnico. This process will take just a minute.

Connecting MAX to Umnico

In your Umnico account, go to “Channels → Main → MAX”.

New channel connection to Umnico

A QR code will appear in the window that opens.

QR code for connecting MAX to Umnico

Open the MAX app on your phone and go to “Profile → Devices → Log in via QR code”. Then scan the QR code displayed in Umnico.

Gosuslugi autorization

Done! After successful authorization, the connection window will close, and MAX will appear in the “Main” section in the list of connected channels.

MAX activated channel

⚡ Important: To ensure stable integration performance, make sure that two-factor authentication is disabled in the MAX messenger security settings or properly configured to allow third-party sessions.

Next, you need to connect the amoCRM integration.

Connecting amoCRM to Umnico

To connect the MAX integration to amoCRM, select “Integration with CRM” in the left-hand menu, then click amoCRM.

amoCRM in the integration section

In the window that opens, click “Connect”.

amoCRM connection window

In the new tab, select the required amoCRM account and click “Allow”. For the account to appear in the list, you must first be signed in to amoCRM.

Access granting in amoCRM

After the connection is established, the Umnico integration settings page will open. Here, you need to configure deal management, select the channel used to start conversations, specify which agents will have access to the Umnico widget buttons in amoCRM, and configure employee access permissions.

amoCRM Connection Settings in Umnico

amoCRM settings in Umnico

The “Deals” tab contains deal settings and pipeline synchronization settings.

Deal settings — choose what should happen when a customer contacts you again about an archived or closed deal: create a new deal or send the message to the most recently closed deal.

Pipeline sync — select the amoCRM pipeline and status to which deals will be sent. When a deal is sent to a specific pipeline and to any status after “Unsorted”, tags will be created in the deal indicating the integration channel through which the deal came in, as well as the message type: message or comment.

If you need deals to be sent to “Unsorted”, select “Send to ‘Unsorted’ in the main pipeline”. In this case, neither tags nor a work phone number will be added to the deal.

The “New message” tab allows you to initiate a conversation in WhatsApp, Telegram, MAX, or WhatsApp Business API directly from a deal in amoCRM, even if you have not previously exchanged messages with this user, provided that the corresponding integration is connected. The amoCRM interface allows you to start conversations only through WhatsApp, Telegram, MAX, and WhatsApp Business API.

On the “Widget” tab, you can give selected agents — CRM users — access to the Umnico chat center widget in the amoCRM sidebar. The widget will only be displayed for agents who have access enabled.

On the “Access settings” tab, you need to sign in to amoCRM and grant the permissions requested by Umnico. This ensures correct data exchange between the platforms.

After entering the settings, go to amoMarket → Installed in amoCRM, find Umnico, and click “Save”.

Umnico plugin settings in amoMarket

The integration is now fully configured and ready to use.

The Umnico widget will appear in the amoCRM sidebar, providing advanced tools for interacting with customers.

Help & Support

Still have questions? Contact us and we will be happy to help. To contact an Umnico specialist, click the “Support” icon in the lower-right corner of the screen. You can also select “Help → Chat with support” in your account menu.

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