To use the integration, you need accounts with the "Administrator" level in both services — Ringostat and Bitrix24.
Integration Activation
In the Ringostat personal account, go to the App Marketplace section and find the integration with Bitrix24. Then click the "Activate" button.
On the Bitrix side, you need to create an incoming webhook.
2.1 Under an administrator account, log in to the Bitrix24 personal account
2.2 Open the main menu with the section "For Developers", and go to the section "Other":
Then select create incoming webhook:
2.3 Configure the webhook
Set an arbitrary clear name, for example, "Ringostat":
Do not edit the method:
Grant rights to manage all modules:
Copy the webhook URL:
Save it.
2.4 As a result, you will get a webhook that is used for setup in the Ringostat personal account.
Example of a full webhook:
https://test.bitrix24.kz/rest/1/k3tpko9999999n8k/
Then you need to enable the integration on the Ringostat side. In the personal account, enter the webhook and click "Activate Integration":
Important!
Due to the release of the new line of Bitrix24 plans from 01.08.2021, all previously existing plans became archived, and new ones appeared, which have restrictions on the number of connected integrations.
The free plan does not include webhook functionality.
We recommend checking the official Bitrix24 website for more details on plans, pricing, and features.
If there are no errors, you will see a list of users that are loaded from Bitrix24:
At this point, select one of the managers and assign them as the "Top Manager".
The Top Manager is the manager to whom:
all new leads/deals/tasks will be assigned if the creation of leads/deals is set before the call. The Top Manager in the integration will be set as responsible in this case, to allow further distribution of the lead/deal/task among employees;
all new leads/deals/tasks will be assigned in case of missed calls. This employee will be set as responsible in this case, to allow further distribution of the lead/deal/task by the missed call among employees;
tasks will be assigned if the call is answered on a number/SIP account that is not assigned to any project employee.
After setting up and linking employees, to ensure that UTM tags are visible in leads/deals, go to the displayed fields settings and select the special fields for transferring Ringostat UTM tags:
And select the desired UTM tags:
This completes the integration activation and you can proceed to further configuration :)
Storing Call Data for Bitrix CRM Integrations
When integrating Ringostat with the Bitrix CRM, call data is automatically transferred to the CRM: audio recordings, information about the source and destination numbers, call status, and UTM tags. But sometimes a failure may occur. For example, if the user whose credentials were used to activate the integration changes their password for the CRM account. In this case, a new API token is generated, which the integration uses to connect, and Ringostat will no longer be able to transmit call data to the CRM system without knowing the new token. As a result, data about calls will not be received by the CRM.
To avoid such situations, you must enable an additional call record management setting. If the integration breaks, just reactivate it and check the box "Send data to CRM after re-activating the integration":
The checkbox appears after disabling the integration. Before reactivation, this checkbox must be selected.
If the option is enabled, then after reactivation, Ringostat will send all accumulated data to your CRM for the last 3 days — the two previous days and the current day.