You'll need to configure integration scenarios when employee profiles and additional parameters have been set up.
All entities in the CRM system will be created based on these scenarios.
Integration scenarios look like this by default:
Here's the logic for such a scenario:
Incoming call from a new client
In the moment of picking up the handset during an incoming call, a lead, a contact, and an organization will be created (with UTM tags)
The manager who accepts the call becomes responsible for the lead, contact, and organization.
When a missed call is received from a new client, the task is assigned to a senior manager and attached to the lead, contact, and organization. The default task completion time is +4 hours, but this time can be adjusted in the integration settings.
If an unknown employee accepts the call, a task will be created for the Top manager to check the integration settings and transfer the deal and the call to another agent.
Incoming call from an existing CRM client (with an open lead, contact, or deal)
Ringostat checks by phone number if there is a lead with the same phone number as the caller. If an open lead exists, the call information is recorded directly to that lead.
If the lead was converted into a deal (meaning the lead no longer exists), the call information will not be recorded in the deal, a new lead will be created
In case of a missed call, the task is assigned to the Top Manager:
If the responsible manager takes the call, a task is created with the call fact and a link to the conversation.
If the call is taken by a manager not responsible for the lead – two tasks are created: one for the manager who took the call (completed task)
and one for the manager responsible for the lead to verify the call (uncompleted task).
If an unknown employee accepts the call, a task will be created for the Top manager.
When working with leads, the matrix must include not only lead creation but also the creation of a contact and/or organization. It is not possible to simultaneously create both a lead and a deal.
Outgoing successful call for an open lead:
If the responsible manager makes the call – a completed task with a link to the conversation is automatically created and attached to the lead.
If the call is made by a non-responsible manager, a completed task with a link to the conversation is automatically created for the responsible manager to review and attach to the lead.
On sending a form from the site, the integration checks by phone number whether there is a lead with the same phone number as the person who filled out the form.
If there is an open lead, the information will be added to it. If there is none — a lead, a contact, and an organization will be created.
The "Forms on your site" integration must be activated to send data from forms to the CRM system.
When contacting via messenger, a lead, contact, and organization will be created if there is no data in the CRM for the client's number. To send data to the CRM and create entities, you need to click the "Send Client Data to CRM" button in the Ringostat Smart Phone app:
After this, a lead will appear in the CRM. The lead's ID will be in the name:
The Contact will have their phone number specified:
It's not necessary to navigate from the Lead to the Contact to see the phone number, as they are linked, and the information is displayed directly in the Lead itself here:
If you do not need to transfer calls for any number from the project, you can use the Stop List of Numbers functionality. For numbers added in this block, the integration will be disabled. During calls to or from these numbers, integration settings will not work, and entities in the CRM will not be created or updated.
You can select numbers here:
If this integration scenario does not quite suit your needs, you can modify it to fit your tasks. We recommend contacting our technical support in advance so our specialists can suggest the optimal configuration option for your project.