Our goal is to integrate RingCentral with Trello to streamline our sales process. Currently, making calls manually from Ring Central creates unnecessary work. With this integration, our sales team can directly call phone numbers stored in Trello's phone number field using RingCentral's system.

The call will connect instantly, and the system will automatically record the conversation on the client card and can attach it as a recording so that anyone that has access to that card has a history of the calls made to that business.

After the call, the team can easily add notes and update the call disposition directly in Trello. This setup is similar to how Salesforce and Five9 operate, ensuring all client information stays organized within Trello, allowing our team to work more efficiently and effectively from a single platform.