As part of the integration of Ringostat with Bitrix24, it is possible to configure the creation of entities in the CRM when receiving an incoming message in Ringostat Smart Phone via messengers.
To connect this functionality, several conditions are required:
The project must have Bitrix24 integration activated.
The project must use at least 1 SIP account connected to Ringostat Smart Phone.
A chatbot must be created in one of the available messengers within the integration (Telegram, Viber, Facebook Messenger)
After meeting these conditions, it is necessary to make changes to the integration scenario, ticking the entities that need to be created when sending information when contacting a messenger:
Logic of operation when contacting a messenger:
After receiving a new request from a client in the Ringostat Smart Phone chat, it is necessary to take it into work.
Next, to send data to the CRM (create a Lead/Deal/Contact), you need to click the "Send client data to CRM" button in the Ringostat Smart Phone application.
Important! If you need the client's phone number to be automatically pulled into the created entity, you need to request their number in the application.
Then the "Send client data to CRM" button in the Ringostat Smart Phone application will look like this:
After completing the dialogue, it is necessary to close it in the application
Only after clicking the "Send client data to CRM" button in the Ringostat Smart Phone application, entities will be created in the CRM according to the integration scenarios.
How entities are displayed in the CRM
1. If the integration scenario with the creation of a Contact and Deal is set, then a Contact will be created for the request in the messenger, where the client's client_id, UTM tags, and phone number (if a contact was requested in the dialogue) will be transferred.
And a Deal
2. If the scenario specifies the creation of a Lead, then a Lead will be created for the request in the messenger, where the client's client_id, UTM tags, and phone number (if a contact was requested in the dialogue) will be transferred
Transferring data received via a messenger to Bitrix24
1. Default parameters
Here, the parameters that are automatically transferred to the Bitrix24 fields when transferring data received via a messenger to Bitrix24 are specified
2. Parameters for a deal / contact / lead
In these three tabs, you can configure the "Information from Ringostat" ⟶ "Bitrix24 Field" links where the selected parameter needs to be transferred. By default, 3 parameters are specified: source, name, and phone. You need to select which parameter to transfer to these fields
Bitrix24 fields (which can be selected) are the custom fields you created in your Bitrix24 account. To do this, go to the CRM section - "Settings" -> "Form and Report Settings" -> "Custom Fields". Note that the type of the custom field must be "String/String". It is not possible to select two identical Bitrix24 fields for transferring two different parameters from Ringostat.
As is known, Bitrix24 has its own end-to-end analytics, which is based on receiving data on sources in their fields with UTM tags. Given that Ringostat creates its own fields and "by default" transfers visit sources only to them, it is possible to configure the transfer to the fields required for Bitrix24.
Having studied the Bitrix24 documentation, we found the designations of these fields:
UTM_SOURCE - Advertising system
UTM_MEDIUM - Traffic type
UTM_CAMPAIGN - Advertising campaign designation
UTM_CONTENT - Campaign content
UTM_TERM - Keywords/search conditions
As a result, the configuration looks like this: