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
The integration setup consists of activating the CRM system in the Ringostat personal account and linking employees on the SalesWizard side.
Activating SalesWizard CRM Integration
To begin, go to the Ringostat personal account, to the «App Marketplace» section.
Find the integration with SalesWizard and click «Activate».
In the section that opens, you need to enter the webhook URL copied from your SalesWizard account.
Then click «Save». After saving, 4 webhooks will be automatically added for the integration to work:
That completes the configuration on the Ringostat side.
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.
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:
