RingCentral CRM Extension
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Overview

A RingCentral extension for CRM platforms

The RingCentral CRM extension embeds a fully-functional web phone into a set of supported CRM platforms. In addition, the CRM extension provides a deep integration with your RingCentral account to automate a number of key functions to help sales people save time and be more efficient. With the CRM extension users can easily click any phone number to call that number and send an SMS, synchronize their call history with their CRM platform, schedule meetings, enter custom call disposition notes, among a number of other things. The RingCentral CRM extension currently supports the following CRM platforms: Insightly, Redtail, Pipedrive, and Clio. Don't see your CRM in the list? Submit your idea to the RingCentral Ideas portal so that we can add support for it. Supported CRM platforms: Pipedrive, Insightly, Clio, Redtail, Bullhorn Disclaimer: RingCentral Labs is a program that lets RingCentral engineers, platform product managers and other employees share RingCentral apps they've created with the customer community. RingCentral Labs apps are free to use, but are not official products, and should be considered community projects - these apps are not officially tested or documented. For help on any RingCentral Labs app please consult each project's GitHub Issues message boards - RingCentral support is not available for these applications.

3.9 out of 511 ratings

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Jonathan FlemingMar 25, 2024

Been a ringcentral since inception, our property management company could not live without it, thank you Ringcentral for another great app.

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Sam SandersonJan 12, 2024

Enough of a reason on its own to keep RingCentral and insightly indefinitely, rather than switch for cheaper solutions or those sold as being tailored for our industry (recruitment).

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Jaime WhiteJan 8, 2024

Great Extension! Da Kong has been great in getting me answers and helping me get this set up. He even did a youtube video so I can use this in my onboarding! Super helpful and tool for Clio! Thanks!

1 person found this review to be helpful

Details

  • Version
    0.8.15
  • Updated
    May 17, 2024
  • Offered by
    RingCentral
  • Size
    15.11MiB
  • Languages
    English (United States)
  • Developer
    RingCentral, Inc.
    20 Davis Drive Belmont, CA 94002-3002 US
    Email
    isvdev@ringcentral.com
  • Trader
    This developer has identified itself as a trader per the definition from the European Union.

Privacy

RingCentral CRM Extension has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

RingCentral CRM Extension handles the following:

Personally identifiable information
Authentication information
Personal communications
Website content

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, visit the developer's support site

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