RenovateHub CRM — created exclusively for the needs of renovation, finishing, and construction businesses, the CRM provides free technical support to its customers.
It's an object management system that helps automate the process of measurements, sales, installation, and also build a customer base to increase recommendations and repeat inquiries.
Important! Integration with Ringostat is only available in the paid plan of RenovateHub CRM. It's not possible to connect the integration during the trial period of RenovateHub CRM.
Main features of integration with Renovatehub:
Creating a Call after the conversation ends with a recording of a successful conversation and the ability to listen to it;
Creating a Lead after a call from a new client;
Linking a business number to a Source and the ability to automatically set the Source when creating a Lead after a call from a new client;
Passing UTM tags for a new Lead;
Integration with Ringostat Smart Phone – pulling the Lead's name with a link to it.
Integration setup
To set up the integration of RenovateHub with Ringostat, in the CRM you need to go to the "Admin panel" section — "Telephony" — select "Ringostat" or go to the address:
In the open window, we fill in the fields: Auth key and Project ID, and save the settings.
The data for filling in the Auth key and Project ID can be obtained in the "Integrations" — "Ringostat API" section of the Ringostat personal account:
Linking a business number to a Source
To set up automatic Source recording for Leads, go to the CRM section "Admin Panel" — "Telephony" — "Ringostat" and click "+ Add source business phone":
In the opened window, you need to:
Enter the business number — the number that has been added to the Ringostat project in the "Virtual PBX" – "Connecting numbers" section and which clients will call.
Select the Source that will be assigned to the Lead when a new client calls.
Assigning employees in the integration
In the CRM "Admin panel" section — "Telephony" — “Ringostat” — "User numbers", it is necessary to assign all employees who are involved in the integration.
To do this, click "+ Add user" and in the open window, select the CRM employee and specify their additional number, then save the settings:
The employee's additional number can be seen in the "General Settings" — "Employees" section of the Ringostat personal account:
Setting up data transfer in Renovatehub
In order for the integration to work on the Ringostat side, you need to create Webhooks, settings in the "Integrations" — "Webhooks 2.0" section.
The template with the data for creating Webhooks.
The URL address, Basic: Login and Password for creating Webhooks can be seen and copied in the CRM section "Admin Panel" — "Telephony":
Integration logic
When a call is received from a new client whose number is not in any entity in the CRM, a call will be created in the "Communications" — "Call History" section without any links to existing entities in the CRM.
To create a Lead after a call, click on the settings icon (three dots) – "+ Create lead":
After filling in the "Client's full name" field and saving the Lead, the Lead information will appear in the Call History:
If you go to the newly created Lead – "Analytical data" section, you can see the UTM tags of the call:
If the "Linking business number to Source" is set up, the newly created Lead card will also have the corresponding Source linked:
The transmission of UTM tags and automatic assignment of the Lead to a Source are only available for newly created Leads after a call. If the Lead was created before the call, there will be no UTM tags and no automatic change of Source in the entity card.
When a call is received from a client whose number is already in the CRM, the call will be linked to the entity with the client's number:
If there are multiple entities with the client's number in the CRM, the call will be assigned to the entity with the highest priority.
The priority of entities is determined as follows:
Partner (partners)
Providers (providers)
Contractor (contractors)
Customer (clients)
Lead (deals)
For the Lead (deals) entity, the communication history can be viewed in the Lead card — "Call History":
For the Customer (clients) entity, the call history can be viewed by going to the Customer card — "View in more detail" — "View phone calls":
The full list of project calls in the CRM can be viewed in "Communications" — "Call History".
This section displays the following information:
Client number;
Contact Type and Contact Name;
Business number — the number the client called on incoming calls or the project number for outgoing calls when the manager called the client;
Employee — the one who received or made the call to the client's number;
Date and time of the call;
Player with the call recording and the ability to listen to it.
Integration with Ringostat Smart Phone
All information about the Ringostat Smart Phone call program is contained in this knowledge base section.
Integration with RSP allows pulling the Lead's name with a link to it in the CRM during an incoming call.
