Set What Will Happen in Crm After a Particular

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Do You Want to Increase the Effectiveness of Advertising and the Sales Department? Ringostat Will Show You How to Optimize Campaigns and How Your Sales Managers Work  Try It for Free How the Integration Works Exactly as You Personally Need  We Specially Developed the Integration So That It Can Be Easily Changed for Different Business Processes. After All, No Two Companies Are the Same. After Connecting the Integration, by Default, "Smart" Logic Is Activated. but If You Wish, You Can Change Everything You Want in the Logic with a Couple of Clicks.


Choose for Yourself How the Integration Will Work.  Event . for This Purpose, We Have jewelry retouch service Created a Special Matrix in the Integration Settings Section — Integration Scenarios. Just Put or Remove the Ticks Opposite the Item You Need. When Pointing to a Question, Hints Appear Next to Each Parameter - They Will Help You Orient Yourself. Let's Say You Want the Contact to Be Established Immediately After Picking Up the Phone. Check the Corresponding Cell and Save the Changes - the Updated Logic Starts Working at the Same Moment.



Integrations of Ringostat with Crm Example of a Matrix Where the Integration Logic Is Configured an Example of a Matrix Where the Integration Logic Is Configured an Example of Integration Behavior When a Client Calls the Company a Lead Is Automatically Created. the Manager Already Decides Whether to Make a Deal and Contact Based on the Lead or Not. If a New Customer Calls, a Deal Is Created. All Subsequent Calls from the Same Client Will Go to Her. If an Existing Customer Calls Under an Open Agreement, the Call Is Immediately Directed to the Responsible Manager.