Integrations

Connect the CRM you already use.

amoCRM connects Native OAuth: an Allow button in the cabinet when Core serves the app. Other CRMs use API or webhook. Website data comes through AERA Tracking. No developer needed.

Ways to connect

Four ways to send data to AERA.

If you use amoCRM, start there. For another CRM, the way depends on whether it shares data on request or sends changes by itself. Not sure what fits? Tell us in the Telegram bot which system you use and we will advise.

Open the method that fits your system: the step-by-step instructions are inside.

The easiest wayamoCRMNative: the Allow button in amoCRM.

In the cabinet click Connect amoCRM. If Core serves OAuth, amoCRM opens — Allow — and data starts loading. No access key to paste.

  1. Create a company in AERA

    After sign-up, add your company and click Connect amoCRM.

  2. Click Allow

    amoCRM opens. Access is granted only when Core confirms Native OAuth.

  3. Wait for the check

    Connect your CRM and see what AERA sees in your data.

What we need from you
Sign in to amoCRM and click Allow. No developer needed.
If it does not work
Contact support and we will help you connect.
Another CRMREST APIFor a CRM that shares data on request.

A REST API is how a CRM hands data to other services when they ask for it. AERA regularly fetches customers, deals, orders and payments from your system and counts your numbers from them. No manual spreadsheet exports.

  1. Get API access

    You need your CRM’s API address and an access key. Your system administrator can provide them.

  2. Choose what to share

    For example, a list of deals or orders. AERA only reads this data and changes nothing in your CRM.

  3. Match the fields

    Tell us which field in your CRM holds the amount, status or date. We will help with this.

  4. Check the connection

    Before going live, AERA checks access and the data format. Errors show up right away.

What data can be shared
Customers, leads, deals, bookings, orders, payments, products and services, staff, branches. Up to 10 different lists in one connection.
How the access key is stored
Encrypted on the AERA server. It never reaches the browser.
Do I need a developer
You need API access and a key. We will help with the first connection.
For your IT specialist
Authorization: Bearer token, Basic auth or an API key in a header. Pagination: by page number, offset or cursor.
Another CRMWebhookFor a CRM that reports changes by itself.

A webhook is a message the CRM sends to another service when something changes: a new deal, a new status, a payment. This way changes reach AERA right away.

  1. Set up sending in your CRM

    Choose what to report: new, changed and deleted records.

  2. Turn on protection

    The CRM signs every message with a secret key. AERA rejects messages without a signature or older than 5 minutes.

  3. Check the first events

    Accepted and rejected messages are shown on the connection screen in AERA.

What data can be shared
Customers, leads, deals, bookings, orders, payments. For money, the amount and currency are sent, and a payment can be a charge or a refund. You can use your own statuses.
If messages stop arriving
AERA notices that the data is not updating and marks the affected numbers as incomplete.
Do I need a developer
If your CRM can set up webhooks, usually not. If the messages need to be put together separately, we will help describe the format.
For your IT specialist
HMAC-SHA256 signature over the request body and send time. Each event has an ID, time, record type, operation (created, updated, deleted), external ID and fields.
OptionalAERA TrackingTo see which channels bring in leads.

AERA Tracking collects events from your website: page views, form fills, leads. Ad tags (UTM) and the referring source are saved with them. This lets AERA link leads in the CRM to the channel the customer came from.

  1. Connect your CRM first

    AERA Tracking adds to your CRM data, so it is connected after the CRM.

  2. Add the code to your website

    You need access to the website code or a tag manager. We will tell you which events to send.

  3. Check the first events

    They will appear on the connection screen in AERA.

What is collected
Page views, form starts and submissions, conversions. Also the first page of the visit, where the visitor came from, UTM tags and ad click IDs, if any.
Does it use up a plan slot
No. Tracking does not count as a separate connection.
If a lead has no tags
AERA shows such leads separately and does not attribute them to any channel.

Getting started

How connecting works.

  1. Create an account

    Enter your email and a password, then confirm your email with the code we send. No payment needed.

  2. Connect your CRM

    Choose your CRM and connect it in one of the ways below. If you need help, contact support.

  3. AERA checks the data

    Connect your CRM and see what AERA sees in your data.

  4. Get your summary

    Choose a time for the daily summary in Telegram. The bot messages you right away about critical changes.

Systems

72 systems that connect to AERA.

CRMs, online stores, ads, calls, chats, campaigns, marketplaces, payments, accounting and analytics. Find yours and see how it connects.

72 systems

Native
A dedicated AERA connector. Native OAuth is shown in the cabinet only when the system actually serves it.
API
A public API template: AERA knows the requests and fields. OAuth is not promised until the system confirms the app.
Advanced
Advanced: Albato, Make or Zapier into the AERA webhook, with step-by-step instructions.

Connection control

AERA shows where the data came from and how fresh it is.

Every source keeps four properties that are enough for a quick connection check.

  1. 01
    Data source

    Which system the numbers came from: a CRM, an ad account, a payment system or a website.

  2. 02
    Connection method

    How the data reaches AERA: a ready-made connection, REST API, webhook or AERA Tracking.

  3. 03
    Last update

    When AERA last received data from this source.

  4. 04
    Access state

    Whether access to the source still works or the connection needs to be renewed.

Integrations

Connect your CRM and get your first summary.

Create an account and choose how to connect. If your system is not listed, message us in Telegram and we will check the best connection path.

Need help connecting? Contact support.