Smart Call Forwarding Setup
In NetHunt, you can configure call stickiness so that incoming calls are automatically routed to the manager responsible for the client in the CRM.
Go to the "Virtual PBX" section ⇒ "Call forwarding"
All schemes that require Smart Call Forwarding must start with a call forwarding block using a webhook number.
To create a scheme that forwards all calls to a webhook, click the "+" button.
In the forwarding direction, select "Webhook Number".
Click "Add location", then choose the webhook forwarding scheme named "NetHunt CRM - Forward".
Save the changes and make a test call to verify that call stickiness correctly forwards the call to the responsible manager in NetHunt CRM.
Please none! Smart call forwarding will not work with an FMC number; it only works with a SIP account.
Deal Creation Setup
To create a deal based on a call from a new client, go to the "Workflows" section and click "Create New Workflow".
Choose a clear name and click "Continue".
Click "Add Starting Trigger" and select "New Contact Added".
Then click "Save".
Now we need to create an action:
Select "Create New Record"
Choose the record type: "Deals", add its name and the stage at which it should be created.
Save the settings.
Click "+" under our action again.
Select "End Workflow".
Click "Activate".
The setup is complete – you can now make a test call.
After a call from a new client, a "Contact" and "Deal" will be created and linked to the manager who answered the call.
Integration with Ringostat Smart Phone
When a client calls, the client’s name from your CRM system will be displayed in the Ringostat Smart Phone interface:
Additionally, in the Insider section, a button will appear for quickly opening the contact card in NetHunt CRM:
If the number is not found among contacts, the Open or Create contact buttons will not be available.
Note: The search is performed only among contacts. If the number exists only in Deals, the system will not display it.
The contact will also be available in the Ringostat Smartphone Contact Book:
Client names will also be visible in the Call Log section:
Click-to-Call via Ringostat Smart Phone App
You can call your contacts directly from CRM. To do this, click on the phone number and select Call (Ringostat):
You can also dial a phone number by clicking directly on it from the contact list, without opening the contact card itself
Call workflow settings
With the New VoIP Call trigger in NetHunt CRM, you can automate the operation of Ringostat telephony.
To start:
1. Go to Workflows on the dashboard inside the CRM.
2. Click +Create a new workflow:
Choose a clear name and click "Continue".
3. Add starting trigger — New VoIP Call:
In the first setup step, select Ringostat integration:
Step 2. Configure call type
In the second step, you can specify which type of call will activate the trigger and workflow. The options are:
Incoming
Outgoing
Step 3. Configure call status
In the third step, you can further define the specific call status that will activate the trigger and workflow.
After setting up the trigger, you can build a workflow chain that performs the necessary actions based on your desired scenario.
Example of Workflow for Capturing UTM Tags
In this scenario, you can create a workflow that updates a record and adds UTM tags to an entity (contact/deal).
Let’s look at an example using the Contact entity.
1. Creating Text Fields to Store UTM Tags
In the NetHunt CRM data panel, go to Contacts → Customise field
In the Contact details section, click +Add field:
Choose Field type: Single line
Create fields for the UTM tags that are pushed to the CRM by default: Source, Medium, Campaign, Keyword (you can add more if needed).
Each field must be added separately:
After completing the setup, click Save:
2. Setting Up the Trigger
Select the following options in the trigger:
Integration: Ringostat
Start workflow: On call start
Call type: Incoming
Then click Save.
3. Setting Up the Action
Click Add Action:
Choose Create new record:
Next, specify which entity needs to be updated — in this case, Contact, and select the fields you created earlier.
Each field should be added separately.
When configuring, specify which value should be passed to the field — the list of available variables can be found in the dropdown menu below.
It’s also important to record the phone number in the Phone field, as it’s used to check for duplicates.
Default field mappings:
Source | source |
Medium | medium |
Campaign | campaign |
Keyword | keyword |
Phone number | callerId |
Final setup example:
4. Activate the Workflow
After finishing the setup, click Activate:
Example of UTM tags displayed in a contact:
How to Pass AI Analytics Parameters
On the CRM side, you need to set up an automation that will add AI analytics data to comments. To do this, go to the Workflows section and create a new automation:
Name it
Add a trigger:
Select "Webhook event occurs":
This webhook appears automatically. You need to copy it to configure the webhook on the Ringostat side:
Next, save the trigger and configure the settings in Ringostat. To do this, create a webhook with the link from the CRM shown above:
Specify the parameters to be transmitted and save the webhook settings:
Next, wait for an analysed call or send a test webhook:
Once such a call exists, return to the CRM settings.
Click on the trigger:
Select the date format and click Update fields:
After that, the fields from the webhook we configured in Ringostat will appear, and save the settings:
Next, add a new step:
And select Create new record:
Create in Contacts:
Select the Phone Number field:
And select from the macro the parameter we use to pass the customer's number from the Ringostat webhook, which is callerId:
And save the settings.
Add the next step:
Add comment:
From the macro, select Summary (and/or other parameters if they were previously transmitted via webhook):
Next, choose to leave the comment empty if there's no AI analysis:
Save the settings.
Add the final step:
Select Stop automation:
Next, click Activate:
And you have an active automation that will add AI analysis results to the contact comment in the CRM:
