RO App is a CRM for small and medium businesses that helps streamline daily processes and work more efficiently. Sales, orders, inventory, finances, and analytics — all in one service.
With the RO App mobile application, your team can work with clients and accept payments anywhere, while managers can see business metrics in real time and monitor team performance.
Key Integration Features with RO App:
Transfer of call data and conversation audio recordings to the CRM with playback capability.
Display of a client pop-up card during incoming calls with the ability to create orders, requests, and other entities.
One-click calling from an entity card to the client's number.
Automatic creation of contacts, tasks, and requests based on calls.
Conversation transcription, summary generation, and call sentiment analysis when an additional AI integration is connected in RO App.
Integration Setup
To set up the RO App integration with Ringostat, in the CRM go to:
"Settings" → "Telephony" → "+ Provider", select Ringostat and activate the "Integration enabled" option ✅
In the opened window, you need to fill in the fields:
Authentication key and Project ID — data for the Auth-key and Project ID fields. These can be obtained in your Ringostat personal account in the "Integration" → "Ringostat API" section.
Extension number– assignment of sip-accounts and call forwarding schemes to employees on the RO App side.
Display name – the name of the forwarding scheme or employee that will be displayed in the "Calls" tab in RO App as the direction to which the call was made or the direction on which the call was received.
SIP / call forwarding scheme – the actual name of the project's forwarding scheme or SIP-account login that needs to be assigned to employees.
Employee access – select employees on the CRM side to whom the selected directions will be assigned. During an incoming call to the selected direction in "SIP / call forwarding scheme", these employees will see a pop-up window in RO App with information about the call.
Please note!
For all call information to be displayed in RO App — in the settings you need to assign all managers' SIP-accounts and forwarding schemes used in the project.
Setting up data transfer to CRM
Next, go to your Ringostat account.
In the “App Marketplace” section, find the RO App integration and click “Activate”:
Copy the webhook URL from the integration settings section in RO App.
Add it to the integration settings in Ringostat and activate the integration:
Integration Logic
During a call from a new client, a pop-up window with call information is displayed to the employee.
In the opened window, you can:
create a Contact;
create a Request, Entry, or Order;
view call details.
If the manager did not create entities manually, they can be created automatically. To do this, you need to make the appropriate settings in the CRM integration section.
For an incoming call from an existing client in the CRM, information about them will be displayed.
Outgoing Calls and Conversation History
The CRM allows you to make outgoing calls with one click.
To do this, go to the Contact card or the "Calls" section, click on the client's number and select the direction for the call (the manager's sip-account who will be talking with the client).
You can view all conversations with a specific client in the Client card:
Client → Communications → Calls.
All call records are available in the "Calls" section, which displays:
date and time of the call;
call direction (incoming or outgoing);
internal number — the direction label specified in the integration settings for "Display name";
contact – data about the Contact by the client's number and their phone number, which when clicked allows you to make an outgoing call;
call status;
conversation recording with the ability to listen to or download the file.
Responsible manager configuration
It is possible to forward incoming calls to the employee responsible for the contact.
Employee full names in RO App and in the Ringostat account must match exactly.
Works only with SIP accounts specified in the employee profile as "Main contacts".
To function correctly when integrating with the RO App, it is necessary to also create a Webhook number
Webhook number settings
Go to Virtual PBX - Webhook forwarding section in your account and click on Add webhook forwarding number. Enter the name of the Webhook number.
To configure the Webhook forwarding number, please click on Edit button.
Description of the settings fields:
Name — any custom name, for example, RO App CRM
URL — the URL address for sending webhooks, available in the integration settings section in RO App
Request method — POST
Data format (sending) — JSON
Data format (receiving) — JSON
Forwarding number field (for JSON) — dst_callee
Webhook parameters configuration:
Parameter name | Parameter value |
type | Type |
contactPhoneLinkRaw | Phone number in E.164 format |
Example of a created Webhook number
Configuration of a call forwarding scheme with a Webhook number
To add a Webhook forwarding number to the call forwarding scheme, you should go to Virtual PBX - Call forwarding section in your account and click on Create new call forwarding scheme.
After that, you should:
Name the call forwarding scheme
Choose Webhook forwarding number as Call forwarding location
Choose the Webhook number you have created earlier from the drop-down list
Add other settings to your call forwarding scheme (other locations, working hours, greeting, background audio). Please check more details on call forwarding scheme creation in our article here.
Integration with Ringostat Smart Phone
All information about the Ringostat Smart Phone app is available in this section of the knowledge base.
The integration with the app allows displaying the Contact’s full name with a link to their profile in RO App.
