25 results found
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Contacts in Clio CRM using RC App Connect
Our office is having trouble making RingCentral recognize our Clio phone number. We are looking to add notes to our calls and have those notes appear in our Clio call log. Since RingCentral has not recognized our Clio contacts, we can’t have our call notes appear in Clio. Attached is a screenshot of me calling my personal phone and adding notes. You can see that RingCentral does not recognize it as a contact. Yet, in the screenshot with Clio, I am, in fact, a contact within our Clio system.
1 voteThe Clio API has limitations that can make successful lookup of contacts difficult right out of the box. But we have features to help mitigate this issue. Please read the documentation:
https://ringcentral.github.io/rc-unified-crm-extension/crm/clio/
Meanwhile, we are speaking with Clio about trying to improve this part of their API if possible.
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RC App Connect - RingOut to Deskphone
Ability to use Deskphone as answering device in RC App Connect integrations to the CRM
1 voteApp Connect is actually quite agnostic with regard to what device is used to answer an incoming call. When you receive a call, and answer it on your hard/desk phone, App Connect will still log the call if it can.
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DAT One click-to-dial integration
Need a click to call feature with DAT One website
1 voteThe RingCentral for Google integration, a browser extension, enables click to dial across the whole Internet. You can even control what sites click-to-dial is enabled for.
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We would like to play an announcement or text to speech, while using the API to make a call.
We would like to play an announcement or text to speech, such as "Your document has expired." Kindly provide a revised version as soon as you can. We can play "Thank You" while using the API to make a call.
1 voteThe Cloud Phone SDK (a.k.a. Soft Phone SDK) may make this possible.
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Automatically turn off workflow during certain times
I need the RC to automatically shut off and NOT contact customers before or after the hours of 9am to 9pm central time
2 votesThis capability is inherent to Workflow Builder. If you need to create a workflow that only operates during certain times of day, you only need to implement that logic within the workflow. We recommend installing the SMS after-hours autoreply template to see an example of how to construct a workflow that is bound by certain timeframes.
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App Connect contacts sync to RingCentral contacts
Does the extension connect to both candidate and contact records in Bullhorn? I only see a section called “Contacts” in the extension settings.
1 voteApp Connect supports linking to Leads, Contacts and Candidates within Bullhorn today.
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PipeDrive CRM to sync in App Connect SMS
Customer wants to sync the SMS in App Connect to PipeDrive's SMS platform.
1 voteIt is unclear by the description of this idea, but I believe this already exists. Customers today can log SMS in RingCentral to Pipedrive via App Connect. However, if Pipedrive has its own independent SMS product and integration, then this idea/request really needs to be routed to Pipedrive - as that would not be a product we can use directly.
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Netsuite Integration
Ability to authenticate the Netsuite Adapter as a standard user.
1 voteThe App Connect adapter for NetSuite permits this provided the role has been modified to have the necessary permissions as documented in App Connect's NetSuite docs.
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Call Transcription in App Connect
It would be better if we allow call transcription services into Netsuite while using App Connect
2 votesNetSuite users are free to log transcriptions in NetSuite using App Connect today. There is currently a 4000 character limit enforced by NetSuite however that we are looking for a solution around.
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RC Labs - Outbound Number for SMS
Wants to use main company number for outbound SMS using the workflow of RC Labs in Hubspot. No option to select the main number (TFN) and only works with RC Desktop / web app.
2 votesOne can already do this in Workflow Builder. Please consult the following documentation:
https://community.ringcentral.com/workflow-builder-23/how-do-i-send-sms-from-my-company-s-main-number-9848?tid=9848&fid=23
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Having the capability of accessing RingCentral Call recording in Bullhorn.
This will make for easy access to information for users that are using Bullhorn to review call recordings and don't need to switch applications.
1 voteThe App Connect integration will Bullhorn adds a link to the call recording when it is available. Bullhorn does not support attaching files to Notes, so we are unable to upload the actual call recording to Bullhorn. They also do not support the embedding of media into their system.
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Additional Feature for Bullhorn to capture text messages in notes
This will be beneficial to the customer in order for them to take notes via sms using Bullhorn.
1 voteI am marking this as "already exists" as this is a standard feature of App Connect. However, if you mean that RingCentral could somehow integrate with Bullhorn's native TextUs text messaging feature - that is not something Bullhorn allows us to do. But if you are using TextUs, Bullhorn already logs those messages for you.
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Pipedrive integration availability in mobile app
Need to have the feature to be able to use the app even outside the office.
1 voteI can't tell if this already exists:
- App Connect today allows users to log calls/communications made from any RingCentral device, including mobile, desktop and hard phone devices
Or if this is a "won't implement:"
- App Connect works exclusively as a browser extension. It is not an integration that can be brought into our mobile app.
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Slack compatible webhooks
When sending a POST to a slack webhook, it just works and there is output in the channel. With RingCentral you have to create a custom application/bot to get it working.I should be able to send a POST and have it work like slack does.
5 votesI want to see if we can deliver this. However, I am not sure what the problem is. RingCentral today supports the concept of "incoming webhooks" for a chat or team. One can POST a message to the assigned incoming webhook URL. It supports adaptive cards and plain text messages. So I think this "already exists." If not, please provide more details as to how this feature is insufficient for a developer's needs.
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An Agencybloc integration
Ringcentral should integrate with Agencybloc so that all call recordings, and text can be dropped into the client profile similar to Intulse.
2 votes -
Netsuite Integration
Just like the Hubspot integration but for Netsuite would be fantastic to have this if possible.
2 votesApp Connect supports NetSuite: https://ringcentral.github.io/rc-unified-crm-extension/crm/netsuite/
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Sync Ring Central Desktop App with Database or ATS
Feature Request: Make the Ring Central desktop app able to sync with all integrated databases and ATS software.Situation: I use Crelate.com as my Applicant Tracking Software (ATS). I have hundreds of contacts in Crelate. When I want to use the Ring Central Desktop App, none of my contacts in Crelate appear because this feature does not exist (connecting Ring Central Desktop App with my ATS). And... my ATS (Crelate) does not sync with Google Contacts (Ring Central does), so I can't auto update that way. I end up having to save a csv file from Crelate, and add to google…
1 vote -
Integrate with Contactually CRM
Please integrate with Contactually CRM. It's the CRM all Compass agents use. Right now the click to call from the CRM opens DialPad and the click to text opens iMessages. This would be SO MUCH BETTER.
1 vote -
Add Call Monitoring Feature to Call Groups
I just realized about two months ago that the call monitoring features on Group Groups have been removed. We need this feature because our company uses this to train our newly hired sales agents. Call queues is not an option for us because all of our hunt calls goes to the call groups.
1 vote -
Integrate with VTiger CRM to enable click to call and other functionality
Here is documentation for doing an integration. https://help.vtiger.com/article/146992351-Phone-Calls-API-Usage
2 votes
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