The integration will work even if you don't configure the filtration parameters.
How to work with it
Field for filtration
Deals will be filtered by this field while loading from CRM.
Displayed when the filtration by field is activated.
Enter the regular expression.
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:
If you need to remove the deals from Los Angeles and New York, select the following parameters:
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:
If you need to load the deals of several managers, find their ID in CRM and specify:
System symbols in regular expressions should be escaped with a backslash (\). These symbols are
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.
To divide the deals from different businesses, each deal should have the field for filtration. Here is an example of some fields for filtration:
|City||Use this field If you need to divide the deals by the city of their origin.|
Use this field If you need to divide the deals by the website of their origin.
Website URL should be entered without http://.
|Project||Use this field If you need to divide the deals by the project name in Roistat.|
Type of business
|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
- Go to your Roistat project and open Calltracking → Scenarios.
- Open the scenario settings.
- Add the additional field of the deal in the Integrations block:
- Select the City in the dropdown listВ раскрывающемся списке Выберите поле выберите Город.
- Enter Paris.
- 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.