Navkolo.One is a system for keeping track of your business: online and offline sales, customers, inventory, finances, and production. Navkolo.One lets you connect systems like Prom, Rozetka, OLX, Instagram, and Horoshop to your account, and create and track waybills without leaving your CRM.
Key integration features with Navkolo.One:
Ability to create a customer card or open an existing customer card from a pop-up window in the CRM itself during a call;
Initialization of an outgoing call to a number from the customer card.
Integration settings
To set up the integration of Navkolo.One with Ringostat, go to the “Settings” — “Integrations” — “Telephony” — “Ringostat“ section in the CRM and click “Connect”
In the window that opens, fill in the “Project id” and “Auth-key” fields. You can find this information in your Ringostat account under “Integration” — “Ringostat API”:
After filling in the information on the Navkolo.One side, additional fields will appear in which you need to establish correspondences between employees on the CRM and Ringostat sides. As a result, you need to save the settings
Employees created on the Ringostat side are automatically pulled into Navkolo.One. If new ones have been created, simply click “Update operators” in the modal window and the data will be pulled automatically:
Data transfer settings
For integration to work on the Ringostat side, you need to create Webhooks. Settings can be found in the “Integration” section – “Webhooks 2.0”
Template with data for creating Webhooks
You can obtain a login and password for creating Webhooks by contacting Navkolo.One technical support
Integration logic
Incoming calls
When a new customer whose number is not in the CRM calls, a pop-up window will appear with the option to create a customer card and fill it out:
When a call comes in from a customer whose number is already in the CRM in the Customer card, the pop-up will contain their full name and a link to the entity card. If the call is answered by an employee, the system will display who answered the call from the customer:
Outgoing calls
To call a client, go to the “Clients” section of Navkolo.One, select the desired client, and open their card.
Next, click on the Ringostat icon and select the employee (only those who are online are displayed) who will make the call:
If an employee's SIP account is online but does not appear in the drop-down list, close the modal window and reopen it
After clicking the “Create Call” button, the call will first go to the SIP account of the previously selected employee, and then (if the employee answers) the call will go to the customer's number.
A pop-up with information about the call will be displayed in the CRM
When making a call not from the Customer's card, but directly from the softphone, a pop-up will appear with the Customer's full name and phone number
