Overview
A RingCentral extension for CRM platforms
Documentation: https://ringcentral.github.io/rc-unified-crm-extension/ Release notes: https://ringcentral.github.io/rc-unified-crm-extension/release-notes/ 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.
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.
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).
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!
Details
- Version1.0.8
- UpdatedSeptember 17, 2024
- Offered byRingCentral
- Size16.43MiB
- LanguagesEnglish (United States)
- DeveloperRingCentral, Inc.
20 Davis Drive Belmont, CA 94002-3002 USEmail
isvdev@ringcentral.com - Non-traderThis developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.
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:
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
