NetHunt CRM is a convenient CRM system for optimizing business processes within Gmail. It helps small and medium-sized businesses gather leads from various sources, evaluate, segment, and track them through the sales funnel—all directly from their Gmail inbox.
Key features of the NetHunt CRM integration:
Creation of a separate call report
Creating and linking calls to existing contacts
Assigning calls to employees using SIP accounts or FMC numbers
Creating deals and contacts based on calls from new customers
Creating "tasks" for employees
Configuring call forwarding to the responsible employee
Integration Setup
Integration Setup
The integration is set up in two steps:
Enabling the integration
Assigning employees
Enabling the integration
To enable the integration, go to the CRM section “Settings” → “Apps & Other Integrations”, select “Ringostat”, and click “Connect”.
Then, choose whether you want to create contacts based on calls and under what conditions.
Go to your "App marketplace", find the NetHunt integration, and click "Activate".
On the connection page, copy the “Auth-key” and “Project ID”.
Paste these parameters into the NetHunt integration settings.
Find the “Webhook URL”, copy it
And paste it into “URL”.
Click “Enable Integration” and save the changes.
Assigning Employees
Assigning Employees
After entering the API key, you need to link CRM employees to Ringostat so the system knows which employee to associate calls with.
Find employee IDs in Ringostat → "General Settings" → "Employees", and enter them in CRM.
If an employee has a SIP account and needs to make outgoing calls from CRM, add their SIP account.
If a manager makes/receives calls via an FMC number, you can also correctly capture those calls in CRM. In this case, enter the FMC number in the Ringostat employee SIP field.
Click “Connect” to finalize the setup.
Integration Logic
Integration Logic
An incoming or outgoing call from a new customer is recorded only in the "Ringostat Calls" report.
The following is recorded:
Call type (incoming/outgoing)
Number dialed/from which the call was made, along with date and time of the call
Call status
Information about call linkage to a contact – in this case, the call is not linked.
Employee who answered/made the call
Button to listen to the call
Feedback on the incoming or outgoing call with a client already in the system, displayed in the "Ringostat Calls" report and within the contact itself.
Example of an incoming call from an existing client in the "Ringostat Calls" report:
Incoming calls:
After a successfully answered incoming call from a new client, a contact is created with Ringostat as the source, and a call entity is generated and linked to the manager who answered the call.
In the case of an incoming call from an existing client, the integration only creates a call entity within the contact.
2. After a missed call from a new client, a contact is created with Ringostat as the source, and a call entity is generated without linking to a manager.
3. In the case of a missed incoming call from an existing client, a call entity is created without assigning a responsible manager.
Outgoing calls:
If a manager dials a new number that is not associated with any contact, the call will appear only in the call log. The integration will not create a contact for such a call.
If a manager calls an existing contact, the integration will attach the call to that contact.
Similarly, if an outgoing call is made to an existing contact and the client does not answer, the call will still be added to the contact.
Additional Settings
Additional Settings
Smart Call Forwarding Setup
For NetHunt, it is possible to configure call stickiness so that incoming calls are automatically directed to the manager responsible for the client in the CRM system.
Go to the "Virtual PBX" section ⇒ "Call forwarding"
All schemes that require Smart Call Forwarding must start with a call forwarding block using a webhook number.
To create a scheme that forwards all calls to a webhook, click the "+" button.
In the forwarding direction, select "Webhook Number".
Click "Add location", then choose the webhook forwarding scheme named "NetHunt CRM - Forward".
Save the changes and make a test call to verify that call stickiness correctly forwards the call to the responsible manager in NetHunt CRM.
Important! Smart call forwarding will not work with an FMC number—it only functions with a SIP account.
2. Deal Creation Setup
To create a deal based on a call from a new client, go to the "Workflows" section and click "Create New Workflow".
Choose a clear name and click "Continue".
Click "Add Starting Trigger" and select "New Contact Added".
Then click "Save".
Now we need to create an action:
Select "Create New Record".
Choose the record type: "Deals", add its name and the stage at which it should be created.
Save the settings.
Click "+" under our action again.
Select "End Workflow".
Click "Activate".
The setup is complete – you can now make a test call.
After a call from a new client, a "Contact" and "Deal" will be created and linked to the manager who answered the call.
Important! The system is searching for a contact based on the caller's number in the full format: +48123456789. If the number is saved in a different format in the contact, the system will not find the contact and will not link the call.