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
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:
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
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:
