Sitniks - is a CRM system that consolidates orders and chats from all marketplaces, social networks, and messengers into a unified ecosystem with a mobile application and built-in payment system for social networks. The CRM helps increase sales through timely order processing and delivery to potential customers. Sitniks also has many specialized features for commerce: inventory management, fiscal receipts, finances, and much more. It's a ready-made solution — take it and implement it.
Main integration capabilities with Sitniks:
Automatic creation of a Client card when receiving a call from a new client;
Recording of Calls with the ability to listen to the conversation recording and download the recording;
Click-to-call on the Client's number from their Order.
Setting Up Integration in Sitniks
To configure the integration with Sitniks, you need to go to "Settings" – "Integrations" – "Telephony" and fill in the specified fields:
Type – select "Ringostat" from the dropdown list;
Project ID and Auth-key – data for filling in the Auth-key and Project ID can be obtained in the "Integrations" — "Ringostat API" section of the Ringostat personal account.
After filling in all fields, you need to save the settings.
After saving the settings, the Webhook URL will be displayed on this same page, which will then be used for configuring Webhooks in the Ringostat personal account.
Employee setup
To assign Calls to responsible employees, you need to configure settings in the "Operators" section in Sitniks.
During the initial setup, you first need to click on "Synchronize" to automatically upload employees from Ringostat. Then you need to match Ringostat employees with employees in Sitniks by selecting them from the drop-down list.
If you add the new employees in the Ringostat personal account they need to be assigned in the integration so they start appearing in the Sitniks "Operators" section – you need to click the "Synchronize" button again. Then you need to match the new employees in the settings.
Setting Up Integration in Ringostat
We need to configure outgoing webhooks. This is necessary for call information from Ringostat to be transferred to Sitniks. Make the settings in the “Integrations” – “Webhooks 2.0” section.
Template with data for creating Webhooks.
The address used for Webhooks is the Webhook URL obtained in the integration settings in Sitniks.
Integration logic
When receiving a call from a new client whose number is not in Sitniks, a Client entity will be automatically created.
When receiving a call from a Client whose number has already been saved in the Client entity, a new Client card will not be created.
When making an outbound call to a number that doesn't have a Client card, a new Client will be created in the CRM.
If the outbound call was to a Client that already exists in the CRM, a new Client card will not be created.
Information about all calls from the moment the integration was configured can be seen in the "Call recordings" section, where the following will be recorded:
Date and time of the call;
Client's number;
Call status: Active, Canceled, or Completed;
Conversation duration;
Responsible manager – the one who made or received the call. If the employee is not assigned in the integration settings, the field will be empty.
Client's full name;
Conversation recording with the option to listen to and download it.
Additionally, you can use a submenu to create and search for other entities by the Client's number:
Call recordings are also available in Order cards. To view the call history for a client's number, you need to go to the "Orders" section – select the required Order and click on the three dots – select "List of recordings":
In the opened window, the entire communication history with the client for whom the Order was created will be displayed, from the moment the integration was configured. Display example:
From Sitniks, you can make a click-to-call on the client's number; to do this, in the "Orders" section, you need to click on the call button.
When a call is initiated from CRM Sitniks, it first goes to the SIP account of the employee who initiated it. Once the employee answers the call, the system forwards it to the client's number. |