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Фильтрация сделок может понадобиться в ситуациях, когда из CRM в Roistat нужно загружать только часть сделок.  Например, если в одной CRM ведется два бизнеса и требуется их разделить на разные проекты в Roistat.  

Parameters of the filtration of deals

(warning) Deals cannot be filtered by the "roistat" field.

(информация) The integration will work even if you don't configure the filtration parameters. 


Indicator

Description

How to work with it

Field for filtration

Deals will be filtered by this field while loading from CRM.


  • If you need to load to Roistat all deals, do nothing
  • If you don't need to load all the deals, select the Field for filtration and configure the Filtration parameter. 

Filtration parameter

Displayed when the filtration by field is activated. 

Enter the regular expression

(warning) You can filter the deals only by a single field.

Examples of expressions for filtration of deals. 

If you need to load the deals from several cities (for example, Washington, Los Angeles, New York), select the following parameters:

    • Field for filtration - City.
    • Filtration parameter - (Washington|Los Angeles|New York)

If you need to remove the deals from Los Angeles and New York, select the following parameters:

    • Field for filtration - City.
    • Filtration parameter - ^(?!.*(Los Angeles|New York)).*$

If there are several types of leads, and one of them is Non-targeted lead. If you don't need to load the Non-targeted lead: 

    • Field for filtration - Lead type.
    • Filtration parameter - ^(?!.*(Non-targeted)).*$

If you need to load the deals of several managers, find their ID in CRM and specify: 

    • Field for filtration - Manager.
    • Filtration parameter - (11|12|15|17)
      (warning) While working with Bitrix24 integration, specify the name of the manager just like as it is displayed in Bitrix24. 

(warning) System symbols in regular expressions should be escaped with a backslash  (\). These symbols are [ ] \ / ^ $ . | ? * + ( ) { }.

(информация) If no deals suit the filtration parameters, the following message is displayed: Error while loading deals from CRM. Filtration of deals is configured in integration settings. Please, check the settings or contact our support service. 

Filtration parameters

To divide the deals from different businesses, each deal should have the field for filtration. Here is an example of some fields for filtration:

Field

Value

Description

City
  • London
  • Frankfurt
  • Paris
Use this field If you need to divide the deals by the city of their origin.
Website
  • website1.com
  • website2.com

Use this field If you need to divide the deals by the website of their origin.

(warning) Website URL should be entered without http://.

Project
  • Project1
  • Project2
Use this field If you need to divide the deals by the project name in Roistat.

Type of business

  • Retail
  • Wholesale
Use this field If you need to divide the deals by the type of business 

How to configure the autocomplete of the field for filtration in the deals from a website

If you don't want your managers to fill in the field for filtration manually, configure the autocomplete of the field for filtration. Let us consider the example of autocomplete the field for filtration City with the value Paris when the transmission of leads from CRM to Roistat was configured using the Roistat interface:

  1. Go to your Roistat project and open Settings → Leads from the website forms.
  2. Open the settings of the form that sends the deals to CRM via Roistat. 
  3. Add the City field in the Additional fields block. 
  4. Select the Static value as the autocomplete way.
  5. Enter Paris as the value of the field
  6. Click the Save button. 

Now the deals will be created in CRM with autocompleted value Paris for the City field of filtration.

How to configure the autocomplete of the field for filtration in the deals from calltracking

Let us consider the example of autocomplete the field for filtration City with the value Paris when the leads are sent to Roistat from calltracking. 

  1. Go to your Roistat project and open Calltracking → Scenarios.
  2. Open the scenario settings.
  3. Add the additional field of the deal in the Integrations block:  
    1. Select the City in the dropdown listВ раскрывающемся списке Выберите поле выберите Город.
    2. Enter Paris
  4. Save the scenario settings.

Now all the deals by calls will be created in CRM with autocompleted value Paris for the City field of filtration. 

 

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