Carbook is a CRM for auto service centers that combines tools for complete control over vehicle maintenance and efficient auto service management. The system allows you to organize the work of a service station from the first customer contact to the completion of repairs, including work planning, maintenance history tracking, invoicing, resource control, and integrations with other services.
Key Carbook Integration Capabilities:
Creating a Call after the conversation ends with a recording of a successful call and the ability to listen to it
Transferring UTM tags to the Call source
Integration with Ringostat Smart Phone
Integration Setup
To set up Carbook integration with Ringostat, you need to:
1.In the CRM personal account, go to the "Other Settings" section — "API Telephony" — "+Add"
2.Go to the Ringostat personal account.
In the "App Marketplace" section, find the Carbook integration and click "Activate"
Copy the Auth-key and Project ID from the personal account in the integration
3.In the window that opened in Carbook, fill in all fields:
Type – SIP
Telephony API — select "Ringostat" from the list
Name — any name for the integration, for example "Ringostat"
Available — button enables or disables the integration, to enable it, move the slider to "On" mode
Ringostat Project id and Ringostat Auth-key — paste the previously copied Auth-key and Project ID data from the Ringostat personal account
4.Copy any of the Webhook links:
Paste it in the Ringostat integration settings and activate the integration
Integration Logic
For an incoming/outgoing call from a new customer with a number that was not previously saved in Carbook Contacts, the Ringostat Smart Phone app will display "New client on Carbook" instead of the full name, with the ability to go to creating a contact card in the CRM:
When going from Ringostat Smart Phone to Contact – a page with all contacts in Carbook will open, where customer records with the caller's number will be automatically filtered, with the ability to create a new Contact:
On the Contact creation page, the customer's number will be automatically filled in:
For an incoming/outgoing call from an existing customer, Ringostat Smart Phone will display the Contact's full name and links to entities by the customer's number:
For a missed call from a new customer, a Call will be created in the CRM in the "Call Log" with the ability to create a Contact
For a missed call from an existing customer, a Call will be created in the CRM in the "Call Log", and the call will also be added to the Contact in the "Calls" section
On the CRM side, you can view the call history for the entire project or for a specific Customer and Order.
To view all calls, you need to go to the "Call Log"
In the Call Log, you can see the following information about calls:
Order Number with the ability to go to its card
Repair status
System comment
Call date
Call status
Call type
Caller's number
Where they called
Customer's full name with the ability to go to their card or create a new Customer if one doesn't exist for that number yet
Wait time
Call conversation time
Who they were connected with
Source – UTM tags are displayed separated by commas in the following order: utm_source, utm_medium, utm_campaign, utm_content, utm_term
Call recording with the ability to listen to it
You can view calls for an individual Customer by going to their card – "Calls":
If the Customer has an Order – by going to its card and then to the "Calls" subsection, you can see details of all customer calls since the Order was created: