Uspacy - a modern CRM system with a wide range of tools for sales management, internal communication coordination, and company collaboration.
Integration with Uspacy allows:
Creating a lead after outgoing and incoming calls;
Creating a "Task" for missed calls from clients;
Setting up a responsible manager for processing missed call inquiries;
Viewing the "Call Log" and listening to call recordings directly in the CRM;
Monitoring manager calls in real time;
Transferring UTM tags
Setting Up Integration in Uspacy
Setting Up Integration in Uspacy
Go to the "Marketplace" section, find "Ringostat" and click "Get"
After this, the button will change to "Configure", click it
Go to the Ringostat personal account in the "Integration" ⇒ "Ringostat API" section and copy the Auth-key. If it's not there, generate it first.
Return to the uspacy account and paste our Auth-key in the "Ringostat Auth Key" field. Then click "Connection"
If the status changes to "Connected", everything has been done correctly.
Employee Linking
In the same integration window, find the "Phone numbers matching" section below and click "Add"
Select the desired manager in the CRM and enter their SIP account login from the Ringostat account or phone number.
To find out a manager's SIP account in Ringostat, go to the "Virtual PBX" ⇒ "SIP Accounts" section
In the "Typical person responsible" section, specify the employee to whom leads will be assigned if a call was missed or answered by a manager who isn't linked in the CRM
Setting Up Integration in Ringostat
Setting Up Integration in Ringostat
We need to configure outgoing webhooks. This is necessary for call information from Ringostat to be transferred to Uspacy.
Copy the "Uspacy webhook" from the Ringostat integration in the Uspacy account.
Important! To complete the integration setup, you should write to our support chat/email to configure webhooks by providing us with the webhook address from the integration page. Or you can set up webhooks yourself using this table.
Transferring UTM Tags
If you plan to or already use Call tracking, and you need to transfer information through UTM tags for statistics, then special fields need to be added to the "Before incoming call" webhook parameters (if they haven't been added previously).
Please note!
Among all fields responsible for transferring UTM tags, there are mandatory ones – these are Source, Campaign, Channel (marked in red). Keywords and advertisements (marked in green) are additional.
In the CRM, UTM tags for incoming calls will be recorded in additional fields as follows:
Smart Call Forwarding
To set up smart call forwarding, follow these steps:
Create a webhook number
In the navigation menu, select Virtual PBX -> Webhook number and create a webhook with any name
In the navigation menu, select Virtual PBX -> Webhook number and create a webhook with any name
The fields HTTP request method, Data submission type, Data import type and Name in response for destination (for JSON) should be filled in as shown in the screenshot above.
In the URL field, you need to paste the link copied from the Ringostat application settings page in your Uspacy space.
And the fields name and timeout in seconds can be completely arbitrary.
The second block is for configuring parameters that are sent to Uspacy. Fields here need to be filled according to the example:
After configuration, the webhook needs to be Saved.
After creating the Webhook number, it needs to be included in the forwarding scheme. Go to the section "Virtual PBX" -> "Call Forwarding" -> "Create a new call forwarding scheme":
Then:
specify a clear name for the forwarding scheme
select the direction – Webhook forwarding number
select the created webhook request
specify additional parameters for the forwarding scheme (working hours/background sound and notifications)
This will work as follows: when an incoming call arrives, the system will first look for a lead or base entity in the CRM associated with the number. If there is one and an operator is responsible, the call will be redirected to them. If they don't answer, the call goes on to the next block in the scheme.
Uspacy Integration Logic
Uspacy Integration Logic
Accepted incoming call from a new client
A Lead is created with a name containing the calling client's number
A call is created and linked to the Lead
The manager who answered this call is responsible for the Lead and call
Accepted incoming call from an existing client (who is already in the CRM)
A Call is created in the open Lead. The employee who accepted the call will be responsible for it
Missed incoming call from a new client
A Lead is created with the client's number in the name. The responsible employee will be the one you set in the integration settings as "Typical person responsible"
A missed call is created. The responsible employee will be the one you set in the integration settings as "Typical person responsible"
Missed incoming call from an existing client
A missed call is created in the open Lead. The employee responsible for the Lead is responsible for the call
Outgoing call to a new client (not in the CRM)
A Lead is created with the client's number in the name
A call is created and linked to the Lead
The manager who made the call is responsible for the Lead and call
Outgoing call to an existing client (who is already in the CRM)
A call is created in the open Lead. The manager who made the call will be responsible for it
Displaying client data in Ringostat Smart Phone
When a client calls, the client's name from the CRM system will be displayed in the Ringostat Smart Phone interface:
Also, in the "Insider" section, there are buttons for navigating to the CRM system:
The contact will also be available in the contacts list in RSP:
Client names can also be seen in the "call log" section:
