RingCentral CRM Extension

SUMMARY

Documentation: https://ringcentral.github.io/rc-unified-crm-extension/

Release notes: https://ringcentral.github.io/rc-unified-crm-extension/release-notes/

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.

The latest version of RingCentral CRM Extension is available on the Chrome web and is currently being used by 4,000 active users. The initial version was launched on 2023-02-24.

HOW TO INSTALL RingCentral CRM Extension FROM A CRX FILE

1. Download RingCentral CRM Extension CRX file
2. 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
3. In the URL bar, go to chrome://extensions
4. Enable Developer mode

Ratings

USER REVIEWS (0)