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Creatio CRM

Creatio CRM

Ringotel integration for Creatio CRM offers the following features:

  • Identifies contacts on incoming and outgoing calls.

  • Automatically creates Task entities for incoming and outgoing calls.

  • Provides links to open Task and Contact entities from the Ringotel app.

  • Allows you to create contacts in CRM using the Ringotel mobile or desktop app.

  • Imports contacts from CRM into the Contact lists of Ringotel users.

  • Syncs call subject call comment with the corresponding call activity record in CRM.

Due to the CRM requirements, for the call subject and call comment to sync into the CRM, BOTH Subject and Comment must be filled or they will not be synced.

Due to Creatio CRM using Client Credentials authentication for its API calls, all API calls will be made from the CRM user used to set up the integration and all the Tasks created will be assigned to that user in the CRM.

Creatio CRM integration works only if the basic Users, Task and Contacts tables are used and will not pull or update data from custom tables.

Create the Creatio Oauth2 integrated app

Navigate to your instance of Creatio CRM and log in as an admin.

In the CRM navigate to the top right corner of the screen and open Settings->OAuth 2.0 integrated Applications.

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Click on New->Server-to-Server(Client Credentials) to create a new app.

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Set the name of the application, the application URL(optional, can be anything, but using the URL for the Ringotel Portal is recommended)  and the description(optional, can be anything).

Leave the checkbox for “Create the separate technical user“ for this integration on and click Save.

In the next window please note and copy the Client Id and Client Secret for the app and the open the details page for the technical user.

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There, please navigate to the Roles tab and add Administrator and Developer Roles to the user.

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After that please come back to the Apps page and click Open Settings.
Please take note and save the Identity Service URL you see there and close the window.

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Next, switch to your Ringotel admin portal to complete the integration.

Setting up the integration in Ringotel Shell Portal

Sign into your Ringotel admin portal at https://shell.ringotel.co and navigate to an Organization

->Integrations tab -> click Enable Integration on the Creatio CRM card.

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Specify the URL for your instance of the CRM in the creatio url tab (for example https://12345-crm-bundle.creatio.com , DO NOT include the backslash at the end), identity service URL you got from the Creatio CRM(no backslash at the end as well) as well as the Client ID and Secret for the App you created, check the boxes to allow the users created / edit and Delete records in the CRM and click Save & Continue.
if the date provided was correct, you should now be taken to the page where you can link your Ringotel users to the CRM users.

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After you are done please click Save changes and the integration should now be enabled for the mapped Ringotel users.

Import CRM contacts

The integration provides automatic contact identification on incoming calls. Additionally, you can import existing CRM contacts into the contact lists of the Ringotel users.

Navigate to your Organization -> Contacts, then click Import button.

Switch to the Creatio CRM tab, which should appear if the integration is successfully configured.

 

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Click the Next button to pull the list of CRM contacts.

Once the contacts are loaded, click the Import button to start the import. Depending on the number of contacts in your CRM, it may take some time to finish. You may close the window as the process will be finished in the background.