This integration section includes several tabs:

Here are the parameters that are automatically sent to ZohoCRM when the integration is active

2. Parameters for deal/contact/lead

In these three tabs, you can configure the connections Information from Ringostat ⟶ ZohoCRM Field, to which the selected parameter should be sent.

Using this setting, you can send additional parameters to your CRM. The ZohoCRM fields that can be selected are user fields that you have created in your ZohoCRM account.

To do this, go to CRM –> Setup –> Customization –> Modules and Fields –> Leads –> Fields.

Note that the user field type must be "String". You cannot choose two identical ZohoCRM fields to send two different Ringostat parameters.

You can set up the creation of deals in the stage you need according to a certain rule. To do this, expand the block with the setting for sending deals to selected stages and add a new rule:

You need to select a funnel from your CRM (1).

In field (2), select the required Ringostat parameter from the list, by which you want to link the creation of deals in the selected funnel.

And in field (3), you need to specify the parameter value by which it is necessary to determine that the deal will be created in the specified funnel.

For example, to transfer calls from the "CPC" pool to the "Default / Got the 1 stage" deal stage, you need to select the required stage in the first field, set the condition in the second field – Pool Name, in the "Parameter value" field specify the name of the required pool (in this case "CPC").

If entities in ZohoCRM are already being created by third-party integration, you can send information about the call and UTM tags.

To do this, you need to configure the integration scenario as follows:

Option 1. If you need to update data in leads

Option 2. If you need to update data in contacts

Option 3. If you need to update data in deals

There is one main condition in this setting — your integration should create an entity in the CRM earlier than the integration with Ringostat. That is, at the moment of the call or picking up the phone, otherwise it will not be possible to update the data.

Important!

When integrating Ringostat and ZohoCRM CRM, call data is automatically sent to the latter: their audio recordings, information about client’s number, call status, as well as UTM tags.

But sometimes there may be a malfunction in the integration. For example, the user whose access was used to activate the integration changed the password to the CRM personal account. In this case, a new API token is generated, which connects the integration, and Ringostat can no longer transfer call data to the CRM system without knowing the current token. As a result, data about subsequent calls will not be received by the CRM system.

To avoid such situations, it is necessary to activate an additional setting.

If the integration breaks, it is enough to activate it again and check the box "Send data to CRM after re-activating the integration":

The checkbox appears after disabling the integration. Before activating the integration, you need to check the box.

If the option is enabled, then after reactivating the integration, Ringostat will send all stored data to your CRM for the last 3 days, 2 previous and current.

If you do not want entities to be created in ZohoCRM for calls from/to certain numbers that are connected in the project (in the section Settings - Virtual PBX - Connecting numbers), you can add them to the Stop list of numbers section

Here in the list you can add sip-numbers or FMC numbers (only by sip-pair)

Important!

1. If you add a number to the Stop List, then absolutely all entities will not be created for calls with this number, you cannot select any one entity separately.

2. For FMC numbers, this functionality works only when FMC numbers are added to a project with different sip-pairs. If FMC numbers are connected together with a single sip-number, then when you add this sip-number to the Stop List, entities will not be created for calls from/to all FMC numbers in the project

As part of the integration of Ringostat with ZohoCRM It is possible to configure the creation of entities in CRM when receiving an incoming message in RSP via instant messengers.

To enable this functionality, several conditions are required:

1. Integration with ZohoCRM must be activated in the project .

2. The project must use at least 1 SIP account connected to Ringostat Smart Phone.

3. A chatbot must be created in one of the available messengers as part of the integration (Telegram, Viber, Facebook Messenger)

After these conditions are met, you need to make changes to the integration scenario by checking the boxes for those entities that need to be created when sending information when contacting the messenger:

1. After receiving a new request from a client in the Ringostat Smart Phone chat, you need to take it to work:

2. Next, to send data to CRM (create a Lead/Deal/Contact), you need to click on the “Send client information to CRM” button in the Ringostat Smart Phone application:

Important! If you want the client’s phone number to be automatically added to the created entity, you need to request his number in the application

Then the “Send client information to CRM” button in the Ringostat Smart Phone application will look like this:

After completing the dialogue, you need to close it in the application:

Only after clicking on the “Send client data to CRM” button in the Ringostat Smart Phone application, entities will be created in CRM according to the integration scenarios

1. If an integration scenario with the creation of a Contact and a Deal is specified, then upon request in the messenger a Contact will be created, where the client's client_id, utm tags and phone number will be transferred (if a contact was requested in the dialogue)

And Deal

And Task

2. If the scenario specifies the creation of a Lead, then based on a request in the messenger, a Lead will be created, where the client's client_id, utm tags and phone number will be transferred (if a contact was requested in the dialogue)

1. Default Options

Here are the parameters that are automatically transferred to the ZohoCRM fields when transferring data received via messenger to ZohoCRM .

2. Parameters for deal / contact / lead

In these three tabs you can configure the links “Information from Ringostat” ⟶ “ZohoCRM field” to which the selected parameter should be passed. By default, 3 parameters are specified: source, name and phone. You must select which parameter to pass to these fields

ZohoCRM fields (which can be selected) are custom fields that you have created in your ZohoCRM account. Please note that the custom field type must be “String”. You cannot select two identical ZohoCRM fields to transfer two different parameters from Ringostat.