Integration logic in different scenarios:
An incoming call from a new client is answered:
After the call, a lead is created with UTM tags of the source;
The manager who answered the call is assigned as responsible for the lead (provided that the phone number / SIP account used to answer the call is correctly linked to the employee in Ringostat);
After the call, a completed task is created for the manager who answered, with a link to listen to the call recording;
And visit data related to the call is also included;
If the call is received from a number or SIP account that is not linked to any employee, the integration will create a task for the Top Manager to check integration settings.
A call entity is created and assigned to the lead’s responsible manager.
An incoming call from an existing client (with an open lead/deal):
If the call is answered by the manager responsible for the lead/deal, a completed task with a link to the call recording will be added to the existing lead/deal for that contact;
If the call is answered by a manager who is not responsible for the lead/deal, a completed task is created for the manager who answered, and an open task is created for the responsible manager to review the call.
If the call is received from a number or SIP account that is not linked to any employee, the integration will create a task for the Top Manager to check integration settings.
A call entity is created and assigned to the lead’s responsible manager.
An incoming call from an existing client (with an open contact, but no lead/deal):
If the call is answered by the manager responsible for the contact, a lead will be created, and a completed task with a link to the call recording will be added both to the lead and to the contact;
If the call is answered by a manager not responsible for the contact, a completed task with a call recording is created for the answering manager, and they are assigned as responsible for the lead.
The manager originally responsible for the contact will receive a task with a 3-hour deadline to review.A call entity is created and assigned to the lead’s responsible manager.
If in the matrix only "deal creation" is selected without "contact creation", then in case of an incoming call from an existing client who has closed deals in the CRM, no new deal will be created.
Instead, a call and recording will be added to the contact (if it already exists).
Missed incoming call:
If the call is from an existing client, an automatic task will be created for the lead/deal's responsible manager to contact the client.
If the call is from a new client, a lead will be created for the Top Manager with a task to contact the client.
Outgoing calls from managers:
If an outgoing call is made by the responsible manager to an existing client, a completed task with a link to the call recording and call status will be added to the lead/deal for the dialed number.
If an outgoing call is made by the responsible manager to a new client (whose number is not in contacts), a deal will not be created automatically.
A lead/deal with a contact must be added first, and then the call can be made.If an outgoing call is made to a client who has only a contact (without lead/deal) in Bitrix24 CRM, a lead/deal will not be created automatically.
Only a task with the call recording will be created for the calling manager, and a call entity will be assigned to the lead’s responsible manager.
Call goes to voicemail:
If the call is from a new client, a lead will be created for the Top Manager with a task to contact the client and the voicemail recording.
If the call is from an existing client, a task will be automatically created for the responsible manager of the lead/deal to contact the client.
If the client leaves a voicemail, it will be available to listen to in the task.
Important notes:
Contacts in Bitrix will be duplicated if there is no full match.
(For example, if a contact was manually added in Bitrix24 with the number098 xxx xxxx
, and an incoming call is received, another contact will be created with the number in international format:+38098 xxx xxxx
.)Internal calls between managers via SIP clients are not transferred to Bitrix24.
If a call is transferred during the conversation, only the first part of the call with the first manager will be recorded in Bitrix24.
If both an open lead and a contact exist in Bitrix24 for the same number, the call will be linked to the contact.
If no contact exists for the number, the call will be linked to the lead.