Let's configure the integration.
Once you activate your integration — configure it. First, connect your agents' accounts in the CRM system with their profiles in Ringostat. Don't forget to set up the top manager for the integration.
Then you can see what default parameters will be sent to your CRM system with clients' calls. You also can add extra parameters for your additional field of deals and contacts. For example, you can send the pool of numbers from call tracking into the deal description.
Set up the required rule if you want to filter deals and send them to different pipelines.
For example, you want to send deals from different websites to different pipelines. In this case, set up rules for each pool of numbers from call tracking, which are attached to each website. And send the deals to different pipelines according to such rules.
You can change the default matrix, which is responsible for the integration logic.
For example, you can turn off the rule for creating the tasks and leave only deals, contacts and calls.
Responsible manager configuration
There will be no secret that every business owner tries to automate business processes as much as possible.
To solve these issues and for the convenience of telephony, we recommend setting up call forwarding to a responsible manager.
How does it work?
Ringostat will search for open entities according to the sequence in the settings.
The call will be forwarded to the directions of the responsible manager in the first found entity.
If the person responsible for the entity is not found, the call will be redirected to the next direction in the scheme or terminated if there are no directions.
To do this, you need to take the following steps:
Create a forwarding block with the direction "Responsible manager".
Select the call direction priority.
For example, with this setting, Ringostat will first check the person responsible for the contact and only then for the deal.
Call data storage for Zoho Desk CRM integration
The integration automatically sends all details for the calls to your CRM system. But sometimes, a breakdown can happen. For example, if the user, who activated the integration, changed the password to the personal CRM account. In this case, integration requires a new API token. Otherwise, it won't work correctly.
To avoid such situations, you should re-activate it and mark the "Send data to CRM after re-activating the integration" check box:
The check box appears after disabling the integration. Before re-activating the integration, you need to check the box.
Once you make these steps, Ringostat will send all accumulated data to your CRM for the last three days: the previous two days and the day of re-activation.
In the project, an integration connection is available only with one of the CRM systems based on the integration platform.