Let's check the integration logic with the default setting of the matrix.
Received an incoming call from a new customer
After the call, Ringostat creates contact and a deal with the UTM tag. It also attaches a conversation recording to the contact and deal.
The manager who received the call is appointed as the person responsible for the deal.
Go to "View all properties" to check the UTM parameters of the deal.
Received an incoming call from an existing client
The call was received by the manager responsible for the deal. The audio recording of the conversation will be added to the existing deal and contact.
Suppose the call was not received by the manager responsible for the contact/deal. In that case, the information about who received the call and the conversation recording is attached to the existing contact/deal.
Missed an incoming call from a new client
Contact and deal will be created for a TOP manager. Also, the contact, deal and task will be attached to the TOP manager. So, they will forward the deal to one of the agents to give a callback to the client.
Missed an incoming call from a current client
A task with a record of a missed incoming call will be added to the existing deal and contact so that the manager can contact the client as soon as possible.
Successful outgoing call
After a successful outgoing call, a conversation recording will be attached to the existing deal and contact.
The call was received/made by an unknown employee.
If the call is received/made by an unknown employee — Ringostat will create a task for the TOP manager with information about this call to check the integration settings.
Contacts and transactions in Hubspot will be duplicated if the client number is specified in a format other than +380ХХХХХХХХХ or 380ХХХХХХХХХХ, i.e. of international format. If contacts and transactions in your CRM system are created by third-party integration, or you make them manually, stick to the international number format without separators. In this case, Ringostat can find a previously created deal and contact when adding call data to the CRM system instead of creating a duplicate.