SMART CRM (Smart Bussines) is a comprehensive CRM platform built on the Microsoft Power Platform.
It combines four modules:
SMART Sales (B2B sales),
SMART Customer Care (request processing),
SMART Order Management (B2C orders)
SMART Marketing (omnichannel marketing)
As well as compatible extensions and connectors for messengers, payment, logistics and other services.
Integration with Smart Bussines allows:
Automatically create calls in CRM after a phone call
Automatically create contacts in CRM at the moment of a call
View "Call Log" and listen to conversation recordings directly in CRM
Have quick access from the Ringostat Smart Phone app to the client card in CRM
Record the entire history of interactions with clients
Setting up integration in Ringostat personal account
1) Go to the "Telephony Providers" section and find Ringostat in the list. Click on it
2) Go to the "Settings" section and copy the webhook URL addresses
3) Go to your Ringostat personal account and open the "Integration" ⇒ "Webhooks 2.0" section Here we will need to create three events:
Before call
After call
After outbound call
Important: You can configure webhook events yourself according to the data described in this table. Or contact our technical support.
Important: You can configure webhook events yourself according to the data described in this table. Or contact our technical support.
All other settings are configured on the Smart CRM side with the support of Smart-it specialists.
Integration workflow logic
1) Successful incoming call from existing client
In the Ringostat Smart Phone app, you can quickly navigate to the client contact by clicking the "Contact" button
A call card will be created in CRM with fields automatically filled:
Call From - contact or user who made the call
Call To - contact or user who was called
Phone Number - number that was called
Direction - filled with Incoming or Outgoing value
Regarding - filled with client contact field
The call will be assigned to the existing contact
2) Failed incoming call from existing client
A call card will be created in CRM with fields automatically filled:
Call From - contact or user who made the call
Call To - contact or user who was called
Phone Number - number that was called
Direction - filled with Incoming or Outgoing value
Regarding - filled with client contact field
The call will be assigned to the existing contact
3) Successful incoming call from new client
A call card will be created in CRM with fields automatically filled:
Call From - contact or user who made the call
Call To - contact or user who was called
Phone Number - number that was called
Direction - filled with Incoming or Outgoing value
Regarding - filled with client contact field
A contact with phone number but without name will be created in CRM. The system user will be responsible for the contact. The call will be assigned to the contact.
4) Failed incoming call from new client
A call card will be created in CRM with fields automatically filled:
Call From - contact or user who made the call
Call To - contact or user who was called
Phone Number - number that was called
Direction - filled with Incoming or Outgoing value
Regarding - filled with client contact field
A contact with phone number but without name will be created in CRM. The system user will be responsible for the contact. The call will be assigned to the contact.
5) Successful outgoing call to existing client
A call card will be created in CRM with fields automatically filled:
Call From - contact or user who made the call
Call To - contact or user who was called
Phone Number - number that was called
Direction - filled with Incoming or Outgoing value
Regarding - filled with client contact field
The call will be assigned to the existing contact
6) Failed outgoing call to existing client
A call card will be created in CRM with fields automatically filled:
Call From - contact or user who made the call
Call To - contact or user who was called
Phone Number - number that was called
Direction - filled with Incoming or Outgoing value
Regarding - filled with client contact field
The call will be assigned to the existing contact
7) Successful outgoing call to client not in CRM
A call card will be created in CRM with fields automatically filled:
Call From - contact or user who made the call
Call To - contact or user who was called
Phone Number - number that was called
Direction - filled with Incoming or Outgoing value
Regarding - filled with client contact field
A contact with phone number but without name will be created in CRM. The system user will be responsible for the contact. The call will be assigned to the contact.
8) Failed outgoing call to client not in CRM
A call card will be created in CRM with fields automatically filled:
Call from - contact or user who made the call
Call to - contact or user who was called
Phone number - number that was called
Direction - filled with Incoming or Outgoing value
Regarding - filled with client contact field
A contact with phone number but without name will be created in CRM. The system user will be responsible for the contact. The call will be assigned to the contact.
