Description and Capabilities
KeyCRM is a CRM system for e-commerce. It helps automate e-commerce operations: automatically collects orders from multiple internet platforms (Rozetka, Prom, Amazon, Etsy, Ebay, Instagram, Facebook, etc.), provides flexible access for employees, allows shipping processing in a few clicks, and tracks orders until customer receipt.
Integration with Ringostat enables:
View incoming/outgoing call notification banner. Through this call window, you can access/create customer/order information
Add comments to calls
See call type and listen to conversations in the "Call History" section
Make outgoing calls from the CRM interface
Transfer UTM tags to CRM
Create customer cards in different funnels
Activation and Integration Setup
Integration setup consists of activating the Ringostat plugin within the CRM + linking employees, and connecting CRM integration in the Ringostat personal account.
KeyCRM Integration Setup
In KeyCRM personal account, go to "Communications" settings section:
Then go to "Calls" section and click "+Add new integration":
2. Go to Ringostat personal account:find KeyCRM integration in the "App marketplace" section and click "Activate":
Copy Api key and Project ID from personal account in integration:
3. In the window that opens in KeyCRM:
- Enter any name (e.g., "Ringostat")
- Choose Phone service — select "Ringostat" from the list
- Paste previously copied Auth-key and Project ID from Ringostat personal account.
4. Copy Webhook URL:
Paste it in Ringostat integration settings and activate integration:
5. Pipeline connection
Here you can set up lead or deal creation in your desired pipeline. This tool can work in two modes:
One-time — card will be created only during the first call with unique customer number
Repeat — card will be created every time if there are no existing active leads/deals
Call Type — choose when exactly the card should be created. It can be incoming, outgoing, or both call types.
Pipeline — choose the pipeline where the card needs to be created.
6. Deep link
If deep link is disabled:
The manager clicks on the phone icon next to the number in CRM, and the call first goes to the manager's number/SIP account, and after answering proceeds to the client. With deep link function enabled, the call will go directly to the client.
Note: The "Use deep link" parameter should only be activated if you're using a softphone that supports this technology (e.g., MicroSIP or paid Zoiper).
Setting up the employees for integration
After, in this settings window, go to "User Numbers" tab. Here, you need to fill in two parameters:
Internal number: this is the manager's number or SIP account used within Ringostat.
Please check this article for more details.
2. Manager: this is the employee(manager) within KeyCRM who works with the specified number/SIP account in Ringostat.
The KeyCRM integration setup is now complete!
Click-to-Call via Ringostat Smart Phone App
When using the Ringostat Smart Phone app for calls, you can make one-click calls directly from the CRM.
If deep link function is disabled, you can call by clicking the "Call" button in CRM.
If you still need the deep link function and use it, then one-click calling can be set up using our Google Chrome extension — Ringostat click-to-call.
In this case, you can make a call by clicking on the number (it will be highlighted in green) or through the Ringostat icon.
Integration Logic
Incoming Call from New Client:
After the manager accepts the call, they see a call window where they can create user/order/add call comment
2. The call window can always be minimized/maximized and switch to creating another entity
3. After the conversation, the call can be listened to in "Sales" => "Call History"
Incoming Call from Existing Client
When answering a call in CRM, a call window appears where you can add call comment or go to customer card or create new order.
Missed Incoming Call:
After a missed call from both new and current clients, a call will be created in "Call History":
Outgoing Call to New Client:
When making an outgoing call to a number without an associated customer, a call window appears in CRM with options to:
Create customer
Create order
Leave call comment
Outgoing Call to Existing Client:
When making an outgoing call, a call window appears with options to:
Go to customer card
Leave call comment
Create new order
Note: KeyCRM checks for duplicate applications. Therefore, for incoming or outgoing calls to the same customer number, the application will be created only once.
Responsible manager configuration
There will be no secret that every business owner tries to automate business processes as much as possible.
To solve these issues and for the convenience of using telephony, we recommend setting up call forwarding to a responsible manager.
To do this, you need to take the following steps:
Create webhook forwarding number
In menu, select Virtual PBX -> Webhook forwarding and create webhook with any name:
To access webhook forwarding settings, select "Edit" and fill in the required fields.
2. Configure webhook forwarding number with following parameters:
Name – any webhook request name.
URL – handler address where request will be sent
To get the URL, go to the "Communications" settings section in your KeyCRM personal account:
Then go to the "Calls" -> "Ringostat" -> "General" section: the required URL will be in the "Webhook URL" field:
HTTP request method: POST
Data submission type: json
Data import type: json
Name in response for destination (for JSON): dst_phone
Json-rpc method: leave empty
Timeout in seconds: 30
Configure webhook parameters to be sent
Then you need to add a list of parameters to the webhook number that need to be processed and, depending on the input data, return the call forwarding direction in response.
Parameter Name | Parameter Value |
from | Сaller ID |
direction | Type |
state | Constant: ping |
Configure forwarding to webhook.
You can learn more about creating, configuring and functionality of forwarding schemes in the knowledge base article.
After creating the Webhook number, it needs to be included in the forwarding scheme. Go to "Virtual PBX" -> "Forwarding" -> "Create new forwarding scheme":"
Create new forwarding scheme with:
Clear scheme name
Direction – Webhook forwarding number
Select created webhook request
Specify additional forwarding scheme parameters (working hours/audio and notifications)
When calling forwarding scheme with "Webhook forwarding number" direction:
The call will be forwarded to the directions of the responsible manager
If the person responsible is not found, the call will be redirected to the next direction in the scheme or terminated if there are no directions.
The configuration is ready. You can use the integration now. ;)