LBS Cloud — is a cloud platform that has many business applications, helping to implement automation of business processes in the company, bringing profit to the company owner and helping managers achieve set KPIs.
The LBS Cloud platform is built on the basis of CRM Odoo.
Main integration possibilities with LBS Cloud:
Creating a Contact and/or Deal after a call;
Creating a Call after the conversation ends with a link to the successful conversation recording with the ability to download it;
Smart call forwarding;
Transferring UTM tags and additional parameters to text fields for Contact and Deal;
Click-to-call.
Integration setup
To set up integration with LBS Cloud, you need to go to the "Telephony" module — "Settings" — "Services" and select Ringostat:
In the opened window, fill in the fields: Auth-key, Project ID, Main Redirect Schema ID and check the box "Redirect incoming calls to the responsible manager".
Data for filling Auth-key and Project ID can be obtained in the "Integrations" — "Ringostat API" section of the Ringostat personal account:
To fill in the "Main Redirect Schema ID", you need to go to the "Virtual PBX" — "Call forwarding" section, select the main forwarding scheme and copy its ID:
The copied ID needs to be pasted into the CRM "Main Redirect Schema ID" field and save the settings.
To set up telephony in CRM, you need to go to "Settings" and select the default service — Ringostat.
Along with this, in this module you can set up:
Entities that will be created after a call: Contact and/or Deal;
Display of a pop-up window in CRM when receiving a call.
Employee setup
You need to go to the Ringostat personal account "Virtual PBX" — "SIP accounts" and copy the SIP account login.
In LBS Cloud, in the "Telephony" module, go to the "Settings" — "PBX Numbers" menu and click the "Create" button.
In the opened window, you need to select the Ringostat service (1) and paste the copied SIP login into the "SIP Account Login" field (2):
In the User field (3), you need to specify the employee in LBS Cloud to whom the SIP account will be assigned.
In the PBX Number field (4), you need to specify the employee's extension number, which can be taken from the "General Settings" — "Employees" section of the personal account on the Ringostat side:
In LBS Cloud, it is possible to assign only one SIP number per employee.
Setting up data transfer to LBS Cloud
For the integration to work on the Ringostat side, you should create Webhooks, configured in the "Integrations" — "Webhooks 2.0" section.
Docs with data for creating Webhooks.
The address used for Webhook is the portal address in LBS Cloud with the addition of /ringostat_webhook at the end of the address
Example: https://site.lbs.systems/ringostat_webhook
Smart forwarding setup
Smart forwarding – a call to the employee responsible for the Contact or Deal.
If there is a Deal in LBS Cloud for the client's number, the call will first go to the employee responsible for the Deal, provided that their contacts are fixed in the integration.
If there is only a Contact in LBS Cloud — the call will go to the employee responsible for the Contact, provided that their contacts are fixed in the integration.
To set up smart forwarding, you need to create a Webhook with the specified data in the "Virtual PBX" – "Webhook forwarding" section:
General Settings
Name | LBS Cloud smart forwarding |
URL | Portal address in LBS Cloud with /ringostat_prerouting added to the end of the address
Example: https://site.lbs.systems/ringostat_prerouting |
HTTP request method | GET |
Data submission type | json |
Data import type | json |
Name in response for destination (for JSON) | dst_phone |
Json-rpc method | – |
Timeout in seconds | 30 |
Parameter Name | Parameter Value |
callerPhone | Caller ID |
callId | ID Call |
callStart | Date |
destinationPhone | Destination ID |
Example:
After setting up the Webhook number, it needs to be added to the first block of the main forwarding scheme. How to configure forwarding schemes is described here.
Important! In the project, the forwarding scheme with the webhook number should be separate (smart forwarding block and other call directions), its ID should not be specified in the LBS Cloud settings.
When using smart forwarding, the project should have at least two forwarding schemes: the first with a webhook number and backup directions, the second with backup call directions.
Integration Logic
When a new client calls, whose number is not in LBS Cloud, a Contact and/or Deal will be created.
If the setting "Display pop-up window in CRM when receiving a call" is enabled, windows will be displayed to the employee in the CRM during the call, allowing them to navigate to the client's entities and fill them out.
Contact pop-up window:
Deal pop-up window:
If the call is from a client already in the CRM system, the client's full name will be displayed in the pop-up window:
Information about client calls is available in the "Call History" section:
In this section, you can:
See call data: call date, Contact's full name, client's number, call type, manager responsible for the call, employee's extension number, number called, call duration, and status;
Listen to the conversation recording;
Leave a comment and tag for the call.
Call recordings for a specific Contact/Deal can be seen in the client's card by going to the "Call History" subsection:
If the project has a configured CallTracking product, call tags can be seen in the call card. To do this, you need to click on the call and go to "Call Tracking":
In LBS Cloud, there is a possibility to make a click-to-call to the client, which works without additional settings.
To make an outgoing call to the client's number, it's enough to go to the Contact/Deal card and click on the "Call" button next to the client's number.
For such a call, the call will first go to the employee's assigned SIP account in LBS Cloud. After the employee accepts the call, it will automatically be directed to the client's number.