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Version: 1.7.1

B2B CRM-Ainergy Integration

The B2B CRM-Ainergy integration adds Ainergy widgets to the Lead (crm_lead) form:

  • AIN Call – the widget allows you to call the contact specified on the lead form, and automatically create an attachment for the lead record that contains the recording of the call. The call is done to the number specified in the Contact phone number field if you add a new contact for the lead. If you specify an existing contact, you will not be able to call with the widget.
  • Smart Filling – the widget allows you to complete some of the form fields with the values generated automatically based on the call for the qualification of the lead. The values are generated after the call done with the AIN Call widget.
caution

The integration has been developed based on the Ainergy 1.11.1 version. If the integration is used with the versions in which the state of the AIN Call and Smart Filling widgets is different from the one in this version, errors might occur.

Configure integration​

To configure the B2B CRM-Ainergy integration on your instance, complete the following steps:

  1. Ensure that both B2B CRM and Ainergy applications are installed on your instance. The installation of the B2B CRM master data is also required for the work of the integration.
  2. In the Admin preferences, switch to the CRM application.
  3. Open the server script record Add Ain Call and Smart Filling to Leads located at the \{your instance URL}/record/sys_script/175429644308553855 address and click Run. This script adds Ainergy widgets to the Lead form.
caution

For the work of the integration, you need to run the Add Ain Call and Smart Filling to Leads server script after each B2B CRM application update to add the widgets to the Lead form.

Integration capabilities​

After the script launch, you will see the AIN Call widget on the forms of existing leads. If the New contact checkbox is selected for the lead, and the Contact phone number is specified, the widget is active:

If an existing contact is specified for the lead, or the contact phone number is not specified, the widget is inactive:

To call, click the handset icon when the widget is active. The call recording will be attached to the lead record when the call is completed.

There is also the Smart Filling widget located on the form:

tip

The widget is displayed only in the New and Assigned states of the lead.

This widget is configured to analyze the call content and after the completion of the call formulate the values for the completion of the following fields on the lead form:

  • Estimated closure date
  • Procurement procedure (Other)
  • Channel
  • Compliance with criteria
  • Selection criteria
  • Competitors
  • Influence on decision making
  • Decision maker
  • Contact person level
  • Terms (comments)
  • Terms
  • Decision level
  • Procurement procedure
  • Budget
  • Implementation options
  • Goal

In the widget field, you will see a link that opens the modal window with generated values that you can edit and apply on the form. Detailed information about the work with the Smart Filling widget is available in the Ainergy documentation.