Using the MiniCRM section, you can import the contacts you need into the "Contact Book" and use these contacts for calls from the Ringostat Smart Phone application.
When creating a new project, the MiniCRM integration is activated automatically. Only a user with Administrator access level can edit its settings — enabling or disabling it as needed without involving support. This can be done using the corresponding settings in the personal account, in the MiniCRM section
MiniCRM provides system notifications with information about the current status of the integration:
if the integration is disabled, informational notifications will be absent
if the integration is active and only MiniCRM is used in the project, the corresponding notification will show up-to-date information on the settings page:
if you have a ready-made Ringostat integration with a CRM system configured — priority for contact search will be given to the CRM system integration. The corresponding notification will show up-to-date information on the settings page:
Push notification settings:
If enabled, in Ringostat Smart Phone push notifications, the contact's name from MiniCRM will be displayed instead of the phone number. Available in application versions 1.3.3 and above
Forming the list of numbers
IMPORTANT! Importing contacts into MiniCRM is only available if the integration is active
To begin, you need to create a list of numbers that will be added to Mini CRM. To do this, go to the Mini CRM section and click "Download CSV template":
Import the downloaded template into Google Sheets:
Create the list of contacts you need:
And upload the list you've created:
Adding the created file in the Ringostat "Personal Account"
To add your contacts to the Mini CRM Contact Book, you need to go to the "Mini CRM" section in the "Ringostat Personal Account":
Click "Choose a local file" and select the file you created:
In the upper right corner of the "Ringostat Personal Account", you will see a notification that the file has been uploaded successfully:
After our system processes the data, an email will be sent to the address from which the contacts were added, confirming that the contacts have been successfully added:
Mini CRM in Ringostat Smart Phone
To access the "Contact Book" in Ringostat Smart Phone, you need to go to the "Contact Book" section, subsection "Clients". There you will be able to see the contacts you've added:
When making an outgoing call to a number or receiving an incoming call from a number that has been added to the contacts in the Ringostat Smart Phone app, you will see the client's name:
Also, in the "Ringostat Personal Account" under the "Call Log" section, this contact will be labeled:
Important! We will display client data in the "Call Log" only for new calls made after adding the contacts.