Simplify and improve your business processes by integrating Ringostat IP telephony into your CRM.
Automate the sales department, make its work faster and more convenient. Build a quality client service system. Therefore, use the possibilities of telephony for sales and increasing client loyalty.
Features of work
At Uspacy, telephony works through integrations with specialized services. In the Marketplace section there are free applications that, after installation and configuration, will allow you to call or receive calls from clients.
💡 Payment for telephony services is made on the service side.
You can get to know more about Ringostat plans and prices here.
For the successful work of Ringostat telephony, it is necessary to configure initial settings both at Uspacy and Ringostat. After that, it remains to install a special extension for Google Chrome to make and receive outgoing calls on any browser pages, including your Uspacy Space.
About everything below ⬇️
Ringostat settings
Step 1. Register or log in
Step 1. Register or log in
The first thing you need to do is to register in the service.
🔍 You can read more about how to create a Ringostat personal account in the following article.
The service has its own knowledge base, where more information about working with it is posted. We advise you to get to know more at this link.
If you already have a Ringostat account, simply log in using your email and password.
💡 You can also contact service support for advice on functionality. You can write in the chat both on the site and in the project you have already created.
Step 2. API key (Auth-key)
Step 2. API key (Auth-key)
After successfully registering and logging in, you first need to generate an API key. To do this, go to the section of the left menu Integration - Ringostat API and click the Generate button.
After that, it will appear in the corresponding field.
🔍 You can read more about how to get a key for integration in the Ringostat knowledge base ➡️ HERE.
This key is required for Uspacy settings.
Step 3. Outgoing webhooks
Step 3. Outgoing webhooks
Next, you need to configure the handling of the six outgoing webhooks. This will ensure that call information in the Ringostat system is transferred to Uspacy. The configuration takes place on the Integration page - Webhooks 2.0.
Click Add an event and fill out the creation form.
Of course, every event must be saved. To do this, click the corresponding button at the bottom of the form.
Before call
The first part of the form is three fields: Name, Description and Event. In the first two, you can enter any data you wish. But in the Event field, you must select the option Before call.
The second part of the form is data transfer, namely the HTTP API.
The HTTP method, Data sending format, and Date format fields must be filled out as shown in the screenshot below ⬇️ Manually add parameters to the Request body block, according to the example ⬇️
❗️If you plan to use or are already using the Call Tracking option and need to transmit information via UTM tags for statistics, it's important to add special fields (marked in purple).
Please note that among all the fields responsible for transmitting UTM tags, there are mandatory ones. These include Source, Campaign, and Medium (marked in red). Keyword and Ad ID (marked in green) are optional.
🔍 You can read more about Call Tracking and statistics in Ringostat knowledge base.
In the Direction field, you need to paste the link copied from the settings page of the Ringostat application in your Uspacy Space.
💡If you previously used the application in your Space, then deleted it and reinstalled it, contact Binotel telephony service support to reconfigure the webhooks and resubmit the copied link from the Uspacy webhook field and add it to the field Direction in the Ringostat settings one more time.
After call
The first part of the form is three fields: Name, Description and Event. In the first two, you can enter any data you wish. But in the Event field, you must select the After call option.
The second part of the form is the data transfer, namely the HTTP API.
The HTTP method, Data sending format, and Date format fields must be filled out as shown in the screenshot below ⬇️ Manually add parameters to the Request body block, according to the example ⬇️
In the Direction field, you need to paste the link copied from the settings page of the Ringostat application in your Uspacy Space.
💡If you previously used the application in your Space, then deleted it and reinstalled it, contact Binotel telephony service support to reconfigure the webhooks and resubmit the copied link from the Uspacy webhook field and add it to the field Direction in the Ringostat settings one more time.
Before outgoing call
The first part of the form contains three fields: Name, Description and Event. In the first two, you can enter any data you wish. But in the Event field, you must select the Before outgoing call option.
The second part of the form is the data transfer, namely the HTTP API.
The HTTP method, Data sending format, and Date format fields must be filled out as shown in the screenshot below ⬇️ Manually add parameters to the Request body block, according to the example ⬇️
In the Direction field, you need to paste the link copied from the settings page of the Ringostat application in your Uspacy Space.
💡If you previously used the application in your Space, then deleted it and reinstalled it, contact Binotel telephony service support to reconfigure the webhooks and resubmit the copied link from the Uspacy webhook field and add it to the field Direction in the Ringostat settings one more time.
After outgoing call
The first part of the form contains three fields: Name, Description and Event. In the first two, you can enter any data you wish. But in the Event field, you must select the After outgoing call option.
The second part of the form is the data transfer, namely the HTTP API.
The HTTP method, Data sending format, and Date format fields must be filled out as shown in the screenshot below ⬇️ Manually add parameters to the Request body block, according to the example ⬇️
In the Direction field, you need to paste the link copied from the settings page of the Ringostat application in your Uspacy Space.
💡If you previously used the application in your Space, then deleted it and reinstalled it, contact Binotel telephony service support to reconfigure the webhooks and resubmit the copied link from the Uspacy webhook field and add it to the field Direction in the Ringostat settings one more time.
Call redirect
The first part of the form is the Name and Event fields. You can specify any name you wish. But in the Event field, you must select the On location forwarding option.
The second part of the form is the type of data transfer, namely HTTP.
The HTTP method, Data sending format, and Date format fields must be filled out as shown in the screenshot below ⬇️ Manually add parameters to the Request body block, according to the example ⬇️
In the Direction field, you need to paste the link copied from the settings page of the Ringostat application in your Uspacy Space.
💡If you previously used the application in your Space, then deleted it and reinstalled it, contact Binotel telephony service support to reconfigure the webhooks and resubmit the copied link from the Uspacy webhook field and add it to the field Direction in the Ringostat settings one more time.
When taking the call
The first part of the form is the Name and Event fields. You can specify any name you wish. But in the Event field, you must select the When taking the call option.
The second part of the form is the data transfer, namely HTTP.
The HTTP method, Data sending format, and Date format fields must be filled out as shown in the screenshot below ⬇️ Manually add parameters to the Request body block, according to the example ⬇️
In the Direction field, you need to paste the link copied from the settings page of the Ringostat application in your Uspacy Space.
💡If you previously used the application in your Space, then deleted it and reinstalled it, contact Binotel telephony service support to reconfigure the webhooks and resubmit the copied link from the Uspacy webhook field and add it to the field Direction in the Ringostat settings one more time.
Step 4. Matching extension phone numbers to employees and creating SIP accounts
Step 4. Matching extension phone numbers to employees and creating SIP accounts
In order for several employees to be able to work with telephony, they need to create profiles, SIP accounts, match extension numbers and invite them to your project on Ringostat.
You can do this in the General settings - Employees section.
Add the required users and assign them extension numbers.
Then create separate SIP accounts for them to work with telephony.
🔍 You can read more about inviting employees, matching internal numbers to them and creating SIP accounts in the Ringostat knowledge base ➡️ HERE.
❗️Pay attention
The SIP account name of the employee will be used for Uspacy settings.
And the login and password from the employee's SIP account - to log in to the Ringostat Smart Phone extension.
Step 5. Webhook forwarding number
Step 5. Webhook forwarding number
If you want calls to go first to the operator who is responsible for a specific lead or entity (i.e. contact or company), this should also be specified in the settings.
First, in the Virtual PBX - Webhook number section, you need to add a forwarding Webhook number. This will allow the forwarding direction to be obtained from an external resource, i.e. Uspacy, depending on the parameters of the incoming call.
Form fields must be filled out when creating this redirect webhook. It can be divided into two blocks. First:
The fields Request method, Data submission type, Data import type and Name in response for destination ( for JSON) must be filled as in the screenshot above ⬆️.
In the URL field you need to paste the link copied from the settings page of the Ringostat application in your Uspacy Space.
The fields Name and Timeout in seconds can be optional.
The second block is the parameters that are sent to Uspacy. The fields here must be filled out according to the example ⬇️
After setting up the webhook, you need to Save it.
🔍 You can read more about the Webhook number in the Ringostat knowledge base article.
Next, go to the Virtual PBX - Forwarding section.
Click on the Create new forwarding scheme button to set the parameters of the incoming call forwarding scenario you need.
For example, you can build such a scheme.
It will work in such a way: when there is an incoming call, it will first look for the lead or entity in the CRM to which the number is assigned. If one is found and the operator is the person responsible, the call will be forwarded to him/her. In case there is no answer, the call is forwarder to each of the operators one by one.
🔍 You can read more about forwarding schemes in the Ringostat knowledge base.
Uspacy settings
In the Marketplace section, there is the free Ringostat application, which, after its installation and additional settings, will allow you to call clients or receive calls from them.
Step 2. Connection status
Step 2. Connection status
In this settings block, you will only need to enter the API key (Auth Key), which was generated in the Ringostat.
In addition, if you plan to set up (or have already set up) call forwarding in Ringostat to any number or other telephony connected in Space, and you do not want these forwarded calls to be saved in the CRM, please check the option Do not receive transit calls.
And click Check connection.
As a result, the connection status should change.
💡 The Uspacy webhook field is a default field and does not need to be filled out. Its value has already been used when creating Ringostat outgoing webhooks.
Step 3. Integration with CRM
Step 3. Integration with CRM
As a result of processing both outgoing and successful incoming calls, leads in CRM will be created. They can be processed and converted into deals, companies or contacts later.
An activity will be created only on the basis of a missed call from a known number in the corresponding company or contact card.
❗️A selection of other entities will be available soon.
Step 4. Matching phone numbers
Step 4. Matching phone numbers
At Uspacy, you also need to specify an additional phone number for each responsible employee, which is already configured in Ringostat. First, click Add.
Next, in the Employees field, select a user from the list. In the Extension number or line value field, enter the extension line that was matched to the Ringostat employee.
💡To save everything, be sure to click on the checkmark when adding settings for each individual user.
Ringostat Smart Phone extension for Google Chrome
In order to call clients, you do not need to install additional third-party applications on your devices. Thanks to a special extension in Google Chrome, you can make and receive outgoing calls on any page of the browser, including your Uspacy Space.
Step 1. Installation
Step 1. Installation
You can find this extension in the Chrome Web Store. In the search bar, you need to start entering its name - Ringostat Smart Phone.
Or you can add it to Chrome by following the direct link HERE.
After installation, this extension will be active in your browser.
You can read more about installing and configuring the extension in the Ringostat knowledge base ➡️ HERE.
Step 2. Log in
Step 2. Log in
It is necessary to enter the SIP login and SIP password that were created when adding employees to Ringostat and click Log In.
In addition, if you want to work with the call option after clicking on the number in the CRM card (Click-To-Call), then install ➡️ the updated special application. It will replace your previous version of Ringostat Smart Phone.
🔍 You can read more about the updated application in the knowledge base of the Ringostat service.
🔍 And how to set up a click-to-call ➡️ HERE.
Work with telephony
After that, you can start working with Ringostat telephony directly at Uspacy - making or receiving calls from clients.
☎️ All calls (incoming, outgoing and missed) will be saved on the Call log page. Here you can process calls, for example, listen to recordings of conversations or go to the card of the related CRM entity.
💡It is available only on commercial plans.
On the call log page, you can immediately process calls, for example, listen to the recordings of conversations or go to the card of the related CRM entity.
🙌🏻 Please note that conversation recordings are usually added with a delay of 10-15 minutes. And if the call was long, the delay may be a little longer.
Conversation records will be contained in the CRM card as well, in its right part, under the activity filter, where the history of interaction with the element is displayed.
Settings update
🟣 August 2024. It's possible to transfer information through UTM tags. More details - Ringostat settings - Step 3. Outgoing webhooks - Webhook parameters Before call.
🟣 October 2024. It's possible not to process forwarded calls (they will not appear in CRM cards). Details: Uspacy settings – Step 2. Connection status – the option Do not receive transit calls.
If you have additional questions or you need to contact the support, send a request to this email [email protected]