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Integrations Intermediate 9 min read

KeyCRM Integration

Create and manage leads, orders and contacts directly in your KeyCRM account.

Overview

The KeyCRM integration allows your agent to create and manage leads, orders, and contacts directly in your KeyCRM account. This enables your AI assistant to efficiently handle customer relationship management without human intervention, streamlining your sales process.

App creation on KeyCRM

  1. Log in to your KeyCRM account as an administrator
  2. Navigate to Settings → General
Settings
  1. Click Create New API Key
Generate key
  1. Click Save to save your API key

Creating integration on MyChatBot

  1. Navigate to the Integrations tab in your dashboard
  2. Select the agent you want to connect to KeyCRM
Select agent
  1. Scroll down to find KeyCRM in the integrations list
  2. Click Connect
  3. Provide your Access Token (your KeyCRM API key)
Pass credentials
  1. Click Submit to save your integration

Entities & data fields configuration

After connecting, configure which entities and fields your agent can access:

Entity config

Toggle Use Leads to enable lead management and Use Deals to enable order management. For each entity select standard fields from KeyCRM and any custom fields, then click Apply fields. Use the Sync statuses button to sync the latest funnel statuses.

Entity types: Leads (potential opportunities), Orders (sales in progress), Contacts (client info). Field types: Standard (KeyCRM defaults) and Custom (your CRM-specific fields). Special fields: Status (must match KeyCRM statuses exactly; updated via Sync statuses), Source (auto-set to the channel like "Telegram"/"WhatsApp" or "AI"), Chat Link (auto-added link back to the conversation, stored in the manager comment field). Pipelines: select the pipeline in the dashboard; the agent uses it when creating leads, moving them through stages.

Available tools

After connecting, your agent gets four tools:

1. create_crm_lead, creates new leads (params: full_name required, phone, Status, and any configured custom fields). A contact is auto-created/found by phone, the lead is linked, a chat link is added, and the source identifies your AI assistant.

2. edit_crm_lead, updates existing leads (auto-uses the lead associated with the client; can update full_name, phone, Status, custom fields), with the same contact/chat-link/source behavior.

3. create_crm_deal, creates orders (params: full_name required, phone required, shipping {shipping_address_city, shipping_receive_point} required, products [sku, name, price, quantity] required, custom fields). Products are matched or created; shipping info is attached.

4. add_crm_client_contact, creates/updates contacts (full_name required, phone required). If a lead already exists it is updated; the client info in MyChatBot and any related orders are updated.

Configuration in agent instructions

Creating leads:

When a customer expresses interest in our services, use create_crm_lead to add them to KeyCRM with the following information:
- Use their name as the lead title
- Include their phone number
- Set status to "New"
- Add any relevant information to custom fields

Creating orders:

When a customer confirms a purchase intention, use create_crm_deal to create an order in KeyCRM:
- Use their full name
- Include their phone number
- Add shipping information (city for delivery; branch or address for pickup)
- Add the products they're interested in (name, SKU, price, quantity)

Updating lead status:

When a customer requests a call back:
1. Use create_crm_lead if they're new
2. Use edit_crm_lead to update status to "Callback Requested"
3. Add the preferred callback time to comments