Planfix is a management system constructor. Each company using Planfix builds from it exactly what it needs: a personnel management system, project or request management system — or perhaps internal task management or, conversely, remote employee management.
Main capabilities of integration with Planfix:
Creating contact from a call;
Transferring call to contact;
Transferring call to the last active task;
Transferring UTM tags.
Integration Setup
Our Ringostat specialists configure the integration individually. To set up the integration, you need to contact us via chat and provide the setup data.
Access to Planfix with "Administrator" level
Which employees participate in the integration?
Attach the call to contact or to the last active task?
Create contact from new client?
If UTM tags need to be transferred, then specify which fields (or we will create them ourselves)
Integration Logic
Let's examine how the integration works with creating calls in contact.
Answered incoming or outgoing employee call
We check if there is a contact in Planfix by the number that was called / from which there was an incoming call. If found, we create a call from the account of the employee who made the call / answered.
The call can be listened to
If it was an incoming call, we record UTM tags in the call entity
Unanswered incoming or outgoing employee call
We check if there is a contact in Planfix by the number that was called / from which there was an incoming call. If found, we create a missed call.
If it was an incoming call, we record UTM tags in the call entity
For a missed call from a new contact, we will create a contact and add a missed call on behalf of the new contact itself.
We search for contact by caller number in full format: +380671234567. If in a lead or contact created by another integration, the number is written in a different format, then we will create a duplicate contact.