Create and set up employees' profiles
Initially, you should create profiles of your employees in the Ringostat account and the CRM system.
According to these settings, the system will push all call data to the CRM system and create contacts, leads/deals, organisations, and tasks.
Afterward, you must attach your users in CRM with your employees in Ringostat.
Go to "Integration" =>" Ready-to-use integrations" =>" Agents setting." Connect the CRM users to the Ringostat employees according to their names.
Among all selected employees, it is mandatory to specify the default Senior Manager.
You can also additionally configure senior managers by conditions — that is, define who will be responsible depending on the parameters of the call or request.
Defining a Senior Manager by Conditions
The integration settings provide the ability to flexibly distribute responsibility among managers.
In addition to the default Senior Manager, you can create rules by which the responsible person will be assigned automatically depending on conditions:
Call status (for example: missed, busy, voicemail)
The number that was called
Landing (page URL) — can be specified fully or partially (works by substring match)
Name of the call forwarding scheme
How the Logic Works
If the responsible manager is known for a call or request (and they are linked in the integration) — the entity is created and assigned to them.
If the manager is unknown or not assigned:
the system checks the rules by conditions
if the call or request matches a rule — the manager from that rule is assigned
if no rule matches — the default Senior Manager is assigned
Pay attention
Rules are applied to: incoming calls, requests from website forms
For outgoing calls, the logic does not change.
If multiple rules are created — they work by priority (top to bottom).
If no rule matches — the default manager is used.
The integration setup must be done under the admin user access of the Pipedrive account.
Sending additional information to Pipedrive
This integration section includes several tabs:
Default parameters
These parameters are sent to Pipedrive by default.
How also you should add those fields to your deals in Pipedrive:
go to the Deals (1) => Settings (2) =>click on all fields which start with "rs_" (3)
Parameters for leads, deals, contacts, and organisations
You can configure sending different parameters from Ringostat to Pipedrive CRM in these two tabs.
The CRM fields are custom fields that you can create in your Pipedrive account.
Go to any deal, and click on Deals -> Details -> Customise fields:
Click on Custom field:
Note that the custom field type must be a "String" type.
You can't select two identical Pipedrive fields to send two different parameters from Ringostat.
Here's an example of such a setting:
Sending deals to the selected pipelines
You can create deals in the selected pipeline of your CRM according to a specific rule.
How to do it:
1. Go to the "Sending deals to selected pipelines" block. Open it and click on the "+Add rule".
2. Select the CRM pipeline and stage to which you want to send information.
3. Select the Ringostat parameter for your rule from the dropdown list. So, the system will create deals in the chosen pipeline according to this parameter.
4. Enter the parameter value for the rule.
Done! When the rules you have set are fulfilled, deals will be made in the selected pipelines and stages.
For example, you want to send all calls from the project to the pipeline "New leads". Here's what you should configure:
Select the pipeline in the first field;
Set the rule "Project id" in the second;
Put project id in the field "Value".