AmoCRM integration

Connect the app

1. Sign in to AI Sales Brain as a company owner or administrator and open Settings → Account.
2. Select “Connect AmoCRM”. Brain redirects you to the official AmoCRM authorization page.
3. Choose the intended company account, review the requested access, and approve the connection.
4. Return to Brain and confirm that Settings shows the correct AmoCRM account name.

Data and actions

• Brain reads account identity, pipelines, deal, contact, and company data only when a tenant feature needs it.
• Brain can link a meeting to a deal and, on an explicit user action, create or update a common Follow-up note.
• A successful public booking can look up a contact by exact email and, when no contact exists, create a contact and deal in the default first stage.
• OAuth tokens and the connected account identity are encrypted and isolated by Brain tenant. Brain does not bulk-import AmoCRM as a local CRM.

Disconnect and delete authorization data

1. Open AI Sales Brain Settings → Account and select “Disconnect” in the AmoCRM card.
2. Brain deletes the tenant OAuth token family and connected-account metadata. Existing links keep only the external IDs and labels needed for audit, but can no longer call AmoCRM.
3. You can also remove WIIN Brain from the installed integrations section in AmoCRM.
4. To request deletion of the full Brain tenant and retained records, email info@wiin.agency from an authorized company email.

Troubleshooting

• If authorization is denied, ask an AmoCRM administrator who can install integrations for that account.
• If Settings asks for a reconnect, select “Reconnect AmoCRM” and approve the same company account again.
• If the wrong AmoCRM account was selected, disconnect it in Brain before connecting the intended account.