CRM and leads
RetailCRM + NeuronChat
A lead from the NeuronChat chat instantly becomes a RetailCRM order: the customer is found by phone or email (or created), and the order carries the request, chat history, channel and UTM tags. Orders paid in chat arrive with line items, prices and payment.
- category
- CRM and leads
- status
- Available
- setup
- in the dashboard, no code
overview
What RetailCRM + NeuronChat gives you
From dialog to an online-store order
The shopper asked about a product, the agent suggested an option and took the contact. RetailCRM gets an order in the store, status and order method you chose, and the manager sees the conversation in the comment.
If the shopper paid in chat via a YooKassa link, line items with quantity and price go to RetailCRM (matched by catalog SKU when it equals the offer external code) together with a payment of the chosen type.
- Customer lookup by phone and email, no duplicates
- Re-sending never creates a second order: the order external ID is the NeuronChat lead ID
- Visit UTM tags and the Yandex Metrica ClientID go to the order source and comment
- A RetailCRM error does not block delivery to Telegram, email or other CRMs
scenarios
How teams use it
Product question → order
The shopper checked size and stock, the agent took the phone. RetailCRM gets an order in the right store and status with the chat history in the comment.
Payment in chat
The shopper paid via a YooKassa link in the dialog. Line items with prices and a payment of the chosen type go to RetailCRM — the manager only packs and ships.
Returning customer
A customer with the same phone or email already exists — the new order is linked to them, no duplicate.
setup
How to connect
- 01Create an API key in RetailCRM: Settings → Integration → API access keys (orders, customers, references).
- 02In the NeuronChat dashboard open Integrations → RetailCRM, paste the account address and key — access is checked right away.
- 03Pick the store, new order status, order method and the payment type for orders paid in chat.
- 04Send a test lead and turn on “Create a RetailCRM order” in the agent's Actions.
mechanics
How the agent works in any channel
- 01
Knowledge base
The agent answers from your FAQ, price list and website pages, the same way in every connected channel.
- 02
Skills
Lead capture, qualification and operator handoff are switched on in the dashboard without code.
- 03
Leads and history
Every dialog and lead is stored in the NeuronChat dashboard, so the team sees context before replying.
questions
RetailCRM integration FAQ
Is it an order or a lead?
An order: RetailCRM has no separate lead entity, so a chat lead arrives as an order in the chosen status, usually “New”.
What if the SKU is not in the RetailCRM catalog?
The line still lands in the order with name, price and quantity, just not linked to a product. The last-delivery status in the dashboard shows a warning.
Does it respect the lead lock?
Yes. Hidden leads are not sent to RetailCRM until the plan is paid, same as other CRMs; after payment they are delivered.
more
See also
MoySkladNeuronChat pulls products and variants from MoySklad with prices of the chosen price type and stock of the chosen warehouse into Catalog and prices. The agent answers by real availability and builds the order, and an order paid in chat can arrive in MoySklad as a customer order.
YooKassaYooKassa lets the agent send a payment link in the dialog when the scenario allows in-chat payment.
Yandex MetricaThe NeuronChat widget sends goals to the Yandex Metrica counter on your site: opened chat, first message, left a lead, paid an order, called an operator. The visitor ClientID is saved in the visit and the lead and passed to amoCRM and RetailCRM together with UTM tags.
Ready to connect channels to your agent?
In NeuronChat every integration is set up without code. Website widget in minutes; CRM and messengers under Integrations.