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Build integration for Wealthbox

Wealthbox is a CRM used by Financial Advisors to log tasks, calls, meetings, contacts, etc. We would like to intrgrate RingCentral with Wealthbox to streamline calling/messaging clients easier.

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Hazel shared this idea  ·   ·  Report…  ·  Admin →
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  • Kelly commented  ·   ·  Report

    I agree that this direct integration would be helpful in not duplicating contacts and having caller ID recognize the clients when they call.

  • AdminJennifer Del Rosario (Admin, RingCentral) commented  ·   ·  Report

    Thank you so much for submitting this idea. We recognize the value of integrating third-party products with the RingCentral platform. However, except for a few of the most common products customers need to integrate, we rely heavily on our developer community and ISVs to help build these integrations. However, we have created products for developers that make integrating with RingCentral much easier. I want to introduce you to one of our most popular tools: RingCentral Embeddable.

    RingCentral Embeddable allows embedding a fully functional RingCentral phone into any website. A large number of CRMs use it to help teams enable the following functionality:

    - Click to dial. Call any contact with a click of a button.
    - Call dispositions and notes. Be prompted to enter call notes at the end of a call (requires additional coding).
    - Schedule meetings. Schedule calls with customers and add them to your calendar.
    - SMS and team messaging. Send and receive SMS messages from your browser. Log them in your CRM, and more
    https://developers.ringcentral.com/embeddable-voice.html

  • Kyle commented  ·   ·  Report

    Many Financial Advisors use your service as a compliant approved product. WealthBox is gaining in market share for CRM's with leading Financial planners. A direct interation would make adoption and retention with Ring Central much stronger.