Firmao is a comprehensive Customer Relationship Management (CRM) software product designed to support businesses in managing customer relationships and improving the efficiency of marketing, sales, and service processes. Firmao provides a wide range of tools, including contact management, customer interaction, communication history tracking, sales analysis, statistics and reports, as well as integration with other software solutions.
Integration capabilities:
Call transfer to CRM
Ability to listen to call audio in the CRM interface
Display of contact name and link to contact/company in CRM for incoming calls in Ringostat Smart Phone
Integration Setup
To connect the integration, go to the settings section in the Firmao account:
Next, navigate to "Integrations" -> "VOIP Telephony" and select Ringostat as the provider:
Go to the integration settings, where you need to fill in the “App secret” and “Project ID” fields:
To get the data needed to fill in these fields, open the Ringostat personal account, go to the "App Marketplace" section, and click the "Activate" button in the Firmao widget (located in the "CRM" and "All Integrations" sections, can be found via search):
Copy the data from the "Auth-key" and “Project ID” fields:
Then paste this data into the corresponding fields in the Ringostat integration settings in the Firmao account and verify the connection. A notification “Connection is working correctly” should appear at the top:
In the same section, there is an option to select the entity to be created for a missed call (outgoing). This article will cover the description of creating a task and a company. After configuring, click "Save":
Next, on this page you need to copy the webhook link:
Now you need to return to the Ringostat personal account and in the "Integration with Firmao" section paste the copied webhook link:
All that remains is to fill in the "Login" and "Password" fields (from your Firmao account), activate the integration, and save the settings:
After activating the integration with Firmao, ONE webhook will be automatically created in the Ringostat personal account:
The integration connection is now complete, let's proceed to its configuration.
Employee Linking
For the integration to work correctly, you need to link employees on the CRM side. To do this, go to the "Users" section, select an existing user, and enter their internal SIP-login or number on which they receive calls in Ringostat:
The SIP-login or employee number can be found in the Ringostat personal account under "General Settings" -> "Employees".
The integration setup is now complete.
Integration logic
Incoming successful call from a new client (no contact in CRM)
A call will be created in the call log without a contact and deal.
You can select the call and create a contact for it:
Incoming successful call from an existing client (there is a contact in CRM)
A call will be created in the contact. You can see:
Day and time of the call
Talk time
Number that called
Virtual number that was called
Who handled the call
Listen to the call / download call audio
Incoming missed call from a new or existing client
No entities are created in the CRM.
Outgoing successful call to a new client (no contact in CRM)
A company, task, and call will be created (as specified in the CRM integration settings):
Outgoing successful call to an existing client (there is a contact in CRM)
If a company wasn't created, it will be created. A call that can be listened to will also be created:
Outgoing missed call to an existing client (there is a contact in CRM)
A call will be created
Outgoing missed call to a new client (no contact in CRM)
A company, task, and call will be created (as specified in the CRM integration settings):
The task can be assigned to a responsible person:
Integration with Ringostat Smart Phone
For incoming calls in Ringostat Smart Phone, client data is pulled from Firmao. Specifically: contact name and links to the company and contact in CRM
And for incoming calls from new clients who are not yet in the CRM, you can create a contact/company during the conversation:
Information about our Ringostat Smart Phone application can be found at this link.