Raynet CRM is a cloud-based CRM system for managing sales, customers, and deals. It is designed for sales teams that maintain a database of contacts, deals, and leads and need to log all communications.
The Ringostat integration allows you to:
Automatically create selected entities in Raynet CRM upon a call: Company (Account), Contact (Person), Lead, Deal (Business Case), Task, Phone Call
Transfer additional call data to entity cards upon creation. For example: UTM tags, forwarding scheme name, etc.
Set up smart call forwarding to the responsible manager
Display the contact's full name and links to entities (Contact, Deal, Lead) in the Ringostat Smart Phone app
Activation and integration setup
The integration is set up individually by Ringostat specialists. To connect, please write to the support chat and provide the required setup data.
Connection data (one of the following options):
Option 1
API key of Raynet CRM (generated in the Raynet account settings: Settings → API keys) and the email of the user under whose credentials the API key was generated
CRM portal URL depending on the locale (e.g., https://app.raynet.cz/, https://eu.raynetcrm.com/)
Company name in Raynet (found in the URL — for example, in https://eu.raynetcrm.com/test/ the company name is "test")
Option 2
CRM portal URL
Login and password for the Raynet portal
List of entities to be created: Accounts (Company), Contacts (Person), Leads, Deals (Business Case), Tasks, Phone Calls
If additional data needs to be transferred to custom text fields — provide the field names, entities, and what data should be sent there
Full name of the senior integration manager
Please note: for entities to be assigned to the correct managers, they must be added in Raynet CRM with the same full name as in the Ringostat account.
Where to create an API key
The API key is created in Settings → Developers → API key → "New API key".
How the integration works
When a call is made from/to a new customer's number, the entities selected during setup will be created in Raynet CRM: Company (Account), Contact (Person), Lead, Deal, Task, Phone Call. Additional data will also be transferred upon entity creation, if applicable.
Account
If an existing Account is found by phone number — a new one will not be created
The following fields are filled in by default upon creation: name (customer's number), rating (B), status (A_POTENTIAL), role (A_SUBSCRIBER), phone, responsible manager
The Account is linked to the Contact and Deal if a search for those entities was performed
Person
If an existing Contact is found by phone number — a new one will not be created
The following fields are filled in by default upon creation: last name (customer's number), phone, responsible manager
The Contact is linked to the Deal and Company if a search for those entities was performed
Lead
A Lead is an independent entity in Raynet that can be converted into a Deal, Company, and/or Contact
If an existing Lead is found by phone number — a new one will not be created
The following fields are filled in by default upon creation: subject (customer's number), priority (DEFAULT), phone, responsible manager
Deal / Business Case
In Raynet, a Deal cannot exist without a Company
A new Deal is created only if the found Company has no open Deal (or all deals are closed)
The following fields are filled in by default upon creation: name (customer's number), Company ID (link to the found Company), Contact ID (link to the found Contact), responsible manager
Task
A Task can exist as an independent entity. The following fields are filled in by default upon creation:
Title: {Inbound/Outbound/Missed} call from {Caller} to number {Called number}
Priority: for a successful inbound or outbound call — "Normal"; for a missed inbound call — "High"
Description: call status, duration, link to the call recording (if the call was successful)
Deadline: current time + 4 hours
Responsible manager (owner and resolver)
Linked to Contact, Deal, and Company or Lead
Phone Call
A Phone Call can exist as an independent entity. The following fields are filled in by default upon creation:
Title: {Inbound/Outbound/Missed} call from {Caller} to number {Called number}
Priority: for a successful inbound or outbound call — "Normal"; for a missed inbound call — "High"
Description: call status, duration, link to the call recording (if the call was successful)
Start and end time of the call
Call direction: outbound (role: FROM) or inbound (role: TO)
Linked to Contact, Lead, Deal, and Company
Please note: all newly created entities will be linked to each other and assigned to the employee responsible for the call, or to the senior manager — if no responsible employee is found.
Smart call forwarding
How it works: incoming calls are forwarded to the responsible manager by Company, Lead, or Contact based on the customer's number in Raynet CRM.
Only one entity can be selected for smart forwarding to work. The default entity is Contact.
Ringostat Smart Phone integration
The RSP integration allows you to pull the full name from a Contact (Person) along with links to entities: Contact (Person), Deal (Business Case), Lead. The links are displayed in the RSP widget during a call.