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.


IMPORTANT:

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.


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