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 in CRM
1.Setup on the CRM side
1.1 First, go to the settings section in Firmao:
Next, go to the Integrations section and enable VOIP telephony:
Then a VOIP telephony section will appear where you should select Ringostat from the dropdown list:
Then, in the Ringostat personal account, copy the Auth-key and Project id in the "Settings" -> "Integration" -> "Ringostat API" section:
And paste them into Firmao in the Ringostat integration settings, and then check the connection:
Then click the "Ok" button.
In the same section, you will have the option to choose the entity that should be created for a missed call (outgoing). This article will consider the description of creating a task and company:
1.2 For the integration to work correctly, you need to link employees on the CRM side. To do this, go to the "Users" section and enter each employee's internal SIP login or the number on which they receive calls in Ringostat:
2. Setup on the Ringostat side (for integration with Ringostat Smart Phone)
In the Ringostat personal account, go to "Settings" -> "Integration" -> "Webhooks 2.0" and click the "Add event" button:
In the opened window, enter:
Name: FirmaoBeforeAnswered
Select "Before call" as the event
*If there are already created webhooks with the "Before call" event in the project, then you need to edit any of them, and then add a new event.
URL: Separate for each project, you need to get it from the integration page in the CRM:
HTTP method - POST
Content-Type header: application/json
Authorization: Basic (login and password should be specified for the administrator in the FirmaoCRM account)
Request body:
Parameter name: phoneNumber
Type: text
Parameter data: Caller's number
After specifying all the data, save the webhook settings with the "Save" button:
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.