RingCentral for HubSpot
RingCentral for HubSpot
Overview
What is RingCentral for HubSpot?
RingCentral for HubSpot.
SCREENSHOT
SUMMARY
With RingCentral for Hubspot, we embed key RingCentral capabilities into your Hubspot CRM account, allowing you to get more work done and communicate directly from Hubspot.
Features
* Call controls: Leverage RingCentral calling capabilities, answer inbound and make outbound calls without ever navigating away from Hubspot.
* Message Hub: Access all RingCentral text messages, voicemails, and faxes from one place.
* Click-to-call and Click-to-SMS : Easily click HubSpot phone entries to call or text right within your browser or your RingCentral chrome extension.
* Instant screen pop: When a call comes in, RingCentral for Hubspot instantly responds; identifying the caller by their corresponding Hubspot record. If no record is available, you’ll get the option to easily add a new record as a contact.
* Association call logging: You may manually log calls with several associations. Be able to log a call under several associations, such as the contact, company, active deals, or tickets. You may also let the app log your calls automatically.
* Server side text logging: Support logging a message as Activity under several associations, such as a contact, company, active deals or tickets either automatically or manually. The app can log new texts received to your HubSpot record even when you are offline.
* Analytics: Make custom reports, and view your RingCentral data within Hubspot. Get actionable insights with invaluable metrics into individual and team performance.
* Work the way you want: There’s no software to download; you can log on and get access to RingCentral for Hubspot from any PC or Mac.
Documentation
User guide
https://netstorage.ringcentral.com/guides/hubspot_user_guide.pdf
Administrator guide
https://netstorage.ringcentral.com/guides/hubspot_admin_guide.pdf
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HOW TO INSTALL RingCentral for HubSpot FROM A CRX FILE
- Download RingCentral for HubSpot CRX file
- NOTE: Sometimes the browser may block downloading / installing CRX file from outside the Chrome Web Store. If so, you may need to download the ZIP file instead
- In the URL bar, go to chrome://extensions
- Enable Developer mode
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