Description and capabilities
Plektan – is a CRM system for real estate business, focused on managing communications with clients. The CRM allows centralizing the history of requests, automating workflows and increasing the efficiency of real estate agents.
Main capabilities of integration with Plektan:
Creating a new Client and Advertisement when a call comes from a new client;
Integration – pulling the Client's name with a link to them or Advertisement;
Creating a Call after completing the conversation with a record of the successful conversation with the ability to listen to it;
Click-to-call on employee and client numbers.
Important! Integration of Ringostat with Plektan is paid. The cost of connecting the integration can be found out from Plektan representatives.
Integration setup
To set up the integration you need to:
Write a letter to Plektan technical support requesting to perform settings for integration with Ringostat
Example letter to Plektan technical support:
Good day!
Please set up integration with Ringostat for my portal in Plektan.
Data for this:Auth-key = {Auth-key}
Project id = {Project id}
Webhook Login: {your project name in Ringostat}
Webhook Password: {password}
Thank you!
Where
{Auth-key} and {Project id} – data from the Ringostat personal account. You can see them in the "Integrations" — "Ringostat API" section:
{your project name in Ringostat} - name specified in the personal account in the upper left corner of the side menu:
{password} - you can specify any, this password will be needed for further integration setup.
After confirming the settings from Plektan's side, you can continue setting up data transmission to the CRM.
Setting up data transmission in Plektan
For the integration to work on the Ringostat side, you should create Webhooks. To do this, you need to go to the "Settings" - "Integrations" – "Webhooks 2.0" section
You can set up the webhook using the template from this table or write to our support chat / email for webhook setup by providing us with Webhook Login and Webhook Password.
Important! The data for setting up authorization in webhooks must match the data that was provided to Plektan representatives (Webhook Login and Webhook Password).
Employee binding
In the CRM section "Company" — "PBX Settings" you need to specify the additional number from Ringostat for each employee:
The employee's additional number can be seen in the "General Settings" — "Employees" section of the Ringostat personal account:
Integration workflow logic
Incoming call from a new client
When a call comes from a new client in the Ringostat Smart Phone calling application, information about the call from the new client will be displayed and the possibility to go to the CRM by click.
After going to the CRM, an automatic search for entities by client number will occur and there will be a possibility to create a new Client and Advertisement:
Incoming call from an existing client
When a call comes from a number that was saved in the Plektan Client card – the RSP application will display the Client's signature and the possibility to go to their card:
If the Client has a created Advertisement – during the call, information about it will be displayed and the possibility to go to it:
During the conversation with the Client, data about this can also be seen in the CRM in the "Telephony" block, the data will be displayed to the manager who is communicating with the client:
Missed call from a new client
After a missed call from a new client, there is a possibility to create a new Client, for this you need to go to the "Telephony" block in Plektan and select the required action:
Outgoing calls from the CRM interface
Call to an employee:
To make a call to another employee, both employees must be:
Assigned in the integration (linked by additional number);
Authorized in Plektan.
To make a call to another employee, it's enough to go to the "Employees" section or dial their additional number in the "Telephony" block and call them by clicking the corresponding button:
Call to a client:
To call a Client, you need to go to the Client's card or to the general section with clients and press the call button next to the number:
When clicking the call button, the user will see a notification about the start of call initialization:
The "Telephony" block will display the call that was initiated:
During call initialization from Plektan CRM, it first goes to the SIP account of the employee who initiated it. After the employee accepts the call, the system forwards it to the recipient.