By integrating Ringostat with your CRM system, you'll be able to transmit and use the following information in the CRM:
advertising sources from which customers came;
phone conversation statistics;
phone conversation recordings;
call statistics of individual employees;
distribution of tasks for missed calls
Having information about incoming or outgoing calls made by managers in the CRM, you can match it with the agreements they have entered. Thus, you get an additional tool for controlling the sales department.
In addition to a whole range of ready-made integrations, our service provides two more options for individual integration that will solve practically any of your tasks.
Integration through data transmission in WebHooks
WebHook is a notification to third-party applications about Ringostat events by sending a set of parameters.
At the moment, 40 parameters can be transmitted to the CRM. For example:
phone number;
where the call was made;
call status;
source of transition;
conversation recording;
and others.
Full documentation is available at the link.
For an incoming call, you can send a request at the moments:
before the call;
after the call;
after the call evaluation menu;
at the moment of picking up the phone;
at the moment of call forwarding.
For an outgoing call, you can send a request at the moments:
before the call;
after the call.
There is a possibility to transmit data to external systems when sending forms on the website.
Also, you can send data from messengers at the moments:
start of dialogue in the messenger;
end of dialogue in the messenger.
For Hubspot and PipeDrive, it's possible to transmit information about deal creation and deal status to external systems, to transfer deal data to an external system for building end-to-end analytics.
Let's consider several specific tasks that can be solved thanks to such integration.
Automatic creation of a missed call task
Often, managers for some reason cannot take a call. In this case, thanks to the integration of Ringostat with the CRM system, a contact and task are automatically created for the responsible manager.
Contact card for an incoming call
Conversations with clients will become more effective if managers know the name of the caller and information about their past contacts before picking up the phone. With integration, you'll be able to display all the information you're interested in about the client and their website visit during an incoming call.
Creating a contact/deal during an incoming call
If the call comes from a new number, after the conversation is over, a contact or a deal is automatically created, which the manager only complements with important information.
Assigning a contact/deal to the manager who answered the call
If a call comes from a new number, after the contact or deal is automatically created, they will be assigned to the manager who answered the call.
Transmitting the category and value of the call after the conversation ends
After the call by the manager manually, in the call log by adding a comment or through the automatic voice menu after the call, the category and value of the call will be added. Thanks to the integration with Ringostat, the call assessment parameters, as well as the code of the employee who indicated these parameters in the call category menu, will be transferred to your CRM system.
Correlation of the call with the sale and check amount
The integration of Ringostat with CRM will allow you to match effective conversations with the client and the resulting profit. By creating a report on completed sales with a large check amount in the CRM, you can listen to the calls that led to the sale and use them to train less experienced managers.
Tracking revenue for each keyword
This happens according to the following system:
a call occurs - Ringostat records it and all information in the form of keywords, campaigns, etc.;
the information is transferred to the client's card in the CRM system;
the manager leads this client, and if a payment is received from the client, he records it in the CRM as the deal amount;
after a sale is made for the deal, the CRM can transmit transaction data to GA with a link to the website visitor (thanks to the clientID received from Ringostat).
The examples of integration possibilities above are just what our clients most often use in their practice, but these are far from all application options. If you have any questions or need help, just write to us in the chat.