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
(Principal Product Manager, RingCentral)
shared this idea
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T'Lane
commented
Our company synced our RingCentral account to our Zoho CRM, but the CRM contacts are not shared/synced back to RingCentral's contact database in either the RC desktop or mobile apps. Please add a feature to sync the contacts between the two systems.
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Maria Susana
commented
Only our company contacts are showing RingCentral. But we have 7,653 customers in our CRM database that we want to populate here. We’ve completed the sync and we can initiate a call from the CRM, but the CRM contacts did not sync to the contacts listed in the RC app.
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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