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CRM integration overview

CRM integration

e9Kontrol reads your call recordings and their context directly from your CRM. Supported systems:

  • amoCRM
  • SalesRender
  • Bitrix24

Everything is configured on the CRM Integration page (Company Admin only). The page is organized into sections:

  • General Settings — choose your CRM and enter access details.
  • Users & Agents — which people are monitored.
  • Pipeline Statuses — which leads/stages should be analyzed.
  • Lead Field Filters — optional rules to analyze only specific calls.

Common setup flow​

  1. Open CRM Integration.
  2. Select your CRM and enter the access details (see the page for your CRM below).
  3. Pick the agents whose calls you want analyzed.
  4. Choose the pipeline statuses that count as "in scope".
  5. (Optional) Add lead field filters.

Once connected, calls start appearing automatically — typically within a few minutes.