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Integration with SalesWizard CRM
Integration with SalesWizard CRM
Daria Oliinyk avatar
Written by Daria Oliinyk
Updated this week

Description and Features

SalesWizard CRM is powerful cloud software designed to optimize and automate sales processes. The system offers a comprehensive solution for customer relationship management, including lead management, sales funnels, and various business processes.

Main integration capabilities with SalesWizard:

  • Creating a Call record after conversation completion with successful call recording and ability to listen to it;

  • Ability to make outbound calls from the CRM interface;

  • Linking calls to specific CRM contacts.

Integration Activation and Setup

Integration setup consists of activating the Ringostat app within the CRM + linking employees, and connecting CRM integration in the Ringostat personal account.

Activating SalesWizard CRM Integration

  1. In your SalesWizard personal account, go to Settings > Integrations and find Ringostat.

2. Go to your Ringostat account, to the Integrations tab.

Select the Ringostat API section and copy the values in the Auth-key fields:

3. In the SalesWizard: paste the key copied from the Ringostat account into the corresponding field and click Save:

Setting up the employees for integration

In the CRM Settings > Integrations > Ringostat section, you need to assign all employees who participate in the integration.

Go to the Users block and click Add+

Here you should fill in two parameters:

  1. Ringostat SIP. This is the manager's sip account that they work with inside Ringostat. More details can be found in this article.

2. User. This is the employee (manager) inside the CRM who works with the specified sip account in Ringostat.

Setting up Data Transfer to SalesWizard CRM

For integration to work on Ringostat's side, you need to create Webhooks, settings in the "Integration" - "Webhooks 2.0" section.

Template with data for creating Webhooks.

*In total, you need to add 4 webhooks to the settings section. You can do this yourself or contact Technical Support through chat.

Click-to-Call via Ringostat Smart Phone App

When using the Ringostat Smart Phone app for calls, you can make one-click calls directly from the CRM.

This can be set up using our Google Chrome extension — Ringostat click-to-call. In this case, you can make a call by clicking on the number:

Integration Logic

All incoming and outgoing calls are automatically recorded in the "Calls" section:

The main parameters are displayed at the top:

  • Total number of calls

  • Number of incoming calls

  • Number of outgoing calls

The table shows for each call:

  • Date and time of call

  • Unique call identifier

  • Caller information

  • Destination number

  • Call duration

  • Call status (received, missed, line busy, etc.)

  • Ability to listen to call recording (if available)

  • Ability to add a note

The system allows filtering the calls by different statuses:

  • Received calls

  • Line busy

  • Missed calls

  • Call failed

  • Repeated calls

  • Intentional calls

  • No forwarding

  • Voicemail

  • Wrong extension

After completing a call, you can:

  • Link the call to an existing contact through database search:

  • Create a new contact and link the call to it

  • Add summary notes or comments:

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