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KeyCRM: an order from every lead

A lead becomes an order in KeyCRM at once, under the source you choose: with the product's name and price and UTM tags.

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Sending leads to a CRM and to your own addresses is available from the Flow plan.

What goes to KeyCRM

The order is created through KeyCRM's OpenAPI with your API key.

BuyerThe name and phone from the order form.
ProductThe site's name and price. With an SKU set, the order is tied to a product from the catalog.
SourceThe source ID from KeyCRM's settings: it shows the order came from Tersby.
Manager commentWhich site and page the lead came from, and answers to your own form fields.
MarketingThe lead's UTM tags in KeyCRM's fields.

Connected once for all sites, or separately for a site.

Get the API key
In KeyCRM: Settings, API.
Find the source ID
Settings, Order sources: the number in the ID column.
Connect in Tersby
In Webhooks, choose KeyCRM and paste the key and the source ID. With no site chosen, leads go from all sites.
Bring statuses back
On the CRM statuses tab, create a link and paste it into KeyCRM: automations, a rule on order status change, the Webhook action.

An SKU on the siteFor an order to draw down a specific product, connect KeyCRM in the site's settings and set its SKU.
Statuses are matched onceThe first time KeyCRM sends a status, choose what it means in Tersby. After that it all happens by itself.
If a lead didn't get throughTersby retries and messages you in Telegram. The lead itself stays in Tersby.
Several CRMs at onceA lead can go to several CRMs and to your own addresses at the same time.