Overview:

We are requesting the ability to sync our CRM contacts from Bullhorn to the RingCentral desktop and mobile applications. Given our CRM's extensive database of 100,000 contacts, we propose syncing a manageable subset of these contacts, as RingCentral's current capacity is 10,000 contacts.

Current State:

RingCentral's existing CRM integration performs a contact sync but does not extend to the RingCentral native applications. This integration operates through a beta CRM integration Chrome extension, which limits its functionality and user experience.

Request Details:

Sync Subset of Contacts: Implement a feature to allow syncing a subset of our Bullhorn CRM contacts directly to the RingCentral desktop and mobile applications. This ensures we stay within the 10,000 contact limit while accessing the most relevant contacts for our operations.

Enhanced Integration: Enhance the current beta CRM integration to ensure seamless flow of contact data to RingCentral's native applications. This will improve accessibility and usability for our team, streamlining our communication processes.

Benefits:

Improved Efficiency: Direct access to important contacts within RingCentral applications will save time and enhance productivity.

Better User Experience: Eliminates the need for a separate Chrome extension, providing a more integrated and streamlined user experience. This would benefit when the team is traveling, on the go, and allow the team to utilize all of RingCentral features without relying on the Browser extension to sync the contact data.

Operational Streamlining: Ensures that the most critical contacts are always available, aiding in effective communication and coordination.

Thank you for considering this enhancement to RingCentral's CRM integration capabilities.