CRX id
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Description from extension meta
A RingCentral extension for CRM platforms
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Description from store
The RingCentral CRM extension embeds a fully-functional web phone into a set of supported CRM platforms. In addition, the CRM extension provides a deep integration with your RingCentral account to automate a number of key functions to help sales people save time and be more efficient. With the CRM extension users can easily click any phone number to call that number and send an SMS, synchronize their call history with their CRM platform, schedule meetings, enter custom call disposition notes, among a number of other things. The RingCentral CRM extension currently supports the following CRM platforms: Insightly, Redtail, Pipedrive, and Clio. Don't see your CRM in the list? Submit your idea to the RingCentral Ideas portal so that we can add support for it.
Supported CRM platforms: Pipedrive, Insightly, Clio, Redtail, Bullhorn
Disclaimer: RingCentral Labs is a program that lets RingCentral engineers, platform product managers and other employees share RingCentral apps they've created with the customer community. RingCentral Labs apps are free to use, but are not official products, and should be considered community projects - these apps are not officially tested or documented. For help on any RingCentral Labs app please consult each project's GitHub Issues message boards - RingCentral support is not available for these applications.
Latest reviews
- (2023-11-09) Alex. Admans: I'm trying to use this for Clio. The CRM browser extension is not accessing Clio Contacts and doesn't enter in the phone logs once I hang up. I had to argue with Ring Central about the issue because they tried to tell me it was an issue with Clio, but the thing is, Ring OWNS the browser extension and Clio has no idea how it works LOL.
- (2023-09-22) Patricia Garcia: Downloaded the new Ring Central extension on 9/15/23. Let Ring Central know that calls are not auto logging to contact activity history in Insightly (like it used to with the old extension.) It's been a week & we've received no solution. Seems there is no contact integration between Insightly & the new Ring Central extension. All calls I make say contact cannot be found & I need to add contact to the CRM website. Sometimes I get an error message that says http line is too large, or something similar to that.
- (2023-08-30) Employment Recruitment for Immigration Law Firm: They fixed it! I love this app. We're going to tested for reliability for a couple of weeks and then if it passes, were going to roll it out to the entire firm. Thank you Da!
- (2023-08-29) Guliker Design Group Inc.: This extension works great. It is now better than the previous one. I like that it opens the contact that is calling in Pipedrive in a new web page. This way I can see all the contact info of my missed calls while I'm away from my desk.
- (2023-05-24) Stephen Greenberg: Works well with Pipedrive! The dev is super responsive also and adds new features really quickly when requested. It's great!