During my trial, I realized that RingCentral does not integrate with our current CRM. Unfortunately, that is a deal breaker for our company. We would love to be able to call and text our customers through RC and have it automatically logged into o...
Integrate so that all calls and texts are recorded alongside jobs in the CRM system, JobNimbus. Streamlines communication and ensures all correspondence is documented in the case of discrepancies and such.
VERY important for contractors using Ringcentral. At minimum, the RingCentral team should illustrate how to use the open API to set up Ringcentral with JobNimbus specifically
RingCentral itself cannot, unfortunately, build integrations for every product on the market. We can however provide a great tool that makes creating just such an integration much, much easier. Take a look at RingCentral Embeddable:
This product makes it relatively easy for a developer to embed the RingCentral dialer into any web-based product. It can even be packaged as a Chrome or Firefox extension with ease. Plus, open-source examples exist for HubSpot and others, to provide reference implementations developers can easily clone and modify.
Through the same plugin, developers can also enable click-to-call functionality, and customized prompts to collect call disposition notes.
We think this is a great solution for most phone-based integrations, and we would be happy to support any developer working with this product to create an integration.
Hi, thanks for coming to the Ideas Portal! We'll make sure your request is directed to the right team. RingCentral has an open API, so we suggest reaching out to JobNimbus as well to request an integration with RingCentral.
More info on our open API can be found here: https://developers.ringcentral.com/