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The integration will work even if you don't configure the filtration parameters.
Indicator | Description | How to work with it |
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Field for filtration | Deals will be filtered by this field while loading from CRM. |
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Filtration parameter | 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.
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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 |
| Use this field If you need to divide the deals by the city of their origin. |
Website |
| 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
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- 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.