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A RingCentral extension for CRM platforms
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Documentation: https://ringcentral.github.io/rc-unified-crm-extension/
Release notes: https://ringcentral.github.io/rc-unified-crm-extension/release-notes/
The RingCentral App Connect embeds a fully-functional web phone into a set of supported CRM platforms. In addition, the App Connect 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 App Connect 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 App Connect 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, NetSuite, Google Sheets
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.
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needs to be uninstalled and reinstalled at least once a week.
I like the potential, is there a way to add more entry fields when selecting manual log and logging using the Google Sheets integration?
it does not log if a new caller is called or comes in, it says not found in contact list
Does not work as intended
I can never get calls to sync if they are a longer call and I have notes- terrible!
Hey guys i really love this extention because it was life-saving for me when it came to the integration with pipedrive Logging calls and sms never been easy! its just does it in a second! yes sometimes it happened that contact was not found in pipedrive so manually logging can be done too! but trust me - the way logs look - just awesome. only one thing is missig- attachments are not reflected in sms history that participants send. thank you!
So far I can't get it to work. I'm using admin priviledges in the sandbox. Hopefully ringcentral support will jump on here and help with a solution.
I wish I could give a moon or whatever the opposite of a star is - This is the worst product I have used . Run dont walk and god help you if you even try to reach customer service. Basically several weeks later and its clean your cache. I mean its as clean as it can get . Wont text, wont click to dial. Nice
WARNING: Does NOT work with Clio as advertised by both RingCentral and Clio. I wasted hundreds of dollars to switch to RingCentral and now I'm being told that RingCentral doesn't support Clio anymore. They removed the CRM manifest from their list of trusted sites. Yet, Clio and RingCentral still advertise that they integrate. False advertising that is costing people money and time.
Works very good with Redtail.