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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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This is a great tool that keeps improving with every release. The team and product manager behind it are actively listening and taking on feedback via the RC forum and it has already come a long way since initial release. They're now bringing in AI/Transcript features too which is a much welcomed next step. If you're reading this and considering using the tool to connect with Bullhorn - I highly recommend it. Also recommend joining the community forum if you want to give input.
we need dark mode
Been a ringcentral since inception, our property management company could not live without it, thank you Ringcentral for another great app.
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).
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!
Super thanks to Da Kong, he is amazing, with excellent communication skills, and dedicated to support and help with the customers. I am very pleased with the service from Da Kong.
False promises. Ring Central does not access Clio Contacts. I can't log time and there is no caller ID. Very frustrating
I'm trying to use this for Clio. The CRM browser extension is not accessing Clio Contacts and doesn't enter in the phone logs once I hang up. I had to argue with Ring Central about the issue because they tried to tell me it was an issue with Clio, but the thing is, Ring OWNS the browser extension and Clio has no idea how it works LOL.
Downloaded the new Ring Central extension on 9/15/23. Let Ring Central know that calls are not auto logging to contact activity history in Insightly (like it used to with the old extension.) It's been a week & we've received no solution. Seems there is no contact integration between Insightly & the new Ring Central extension. All calls I make say contact cannot be found & I need to add contact to the CRM website. Sometimes I get an error message that says http line is too large, or something similar to that.
This extension works great. It is now better than the previous one. I like that it opens the contact that is calling in Pipedrive in a new web page. This way I can see all the contact info of my missed calls while I'm away from my desk.