Contact synchronization with my CRM
This idea is to synchronize contacts from your CRM directly into RingCentral. This would provide several key benefits:
- Improved Caller ID: When customers call, their names will be properly displayed in RingCentral, eliminating the need for external Computer Telephony Integration (CTI) solutions to identify callers.
- Simplified Call Handling: Easily create customized call routing and handling rules based on your CRM contacts.
We will use this idea to aggregate interest in this feature across all CRMs, including, but not limited to, Salesforce, HubSpot, Microsoft Dynamics 365, Zendesk, Bullhorn, Pipedrive, and more.
If you need this capability, please vote for this idea! Also, leave a comment below mentioning which CRM you use.
AdminByrne
(Group PM, RingCentral)
shared this idea
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Theresa
commented
He has Hubspot mobile app and would like to connect its contacts to the RingCentral Unified mobile appSFDC case no. 14120478https://rc.lightning.force.com/lightning/r/Case/5002H00001MFrULQA1/viewcompany: Medicare ReviewRC UID: 62845139031 (2 lines) ESTCurrent Total MRR: USD 81.95Contact Name: Surry DeJohnContact Email: DeJohn@GettingBen.comContact Phone No.: (941) 374-2598