Use:
click-to-dial,
call logging,
incoming caller account display (“call pop”) for calling functions.
Respond or send SMS based on a predefined template. Send and receive electronic faxes. Team messaging capabilities are also available within the embedded communications client tool. All within your CRM.
CRMs that are currently supported are: Bullhorn, Clio, Insightly, Pipedrive, Redtail, Servicenow, and NetSuite
If your CRM is not listed above you can build your own connection adapter with our developer framework.
Don’t have time or in-house expertise? RingCentral’s Professional Services can build the CRM connection adapter for you.
Help is always available if you hit a roadblock of any kind. There is a RingCentral Support site as well as a community discussion area.
You can build a business providing connectivity adapters to others.
Yes, simply install the extension and connect it to the supported CRM with access keys and credentials. Details can be read here for each supported CRM.
App Connect is free.
Google Sheets is expected in February 2025. We cannot commit to the release schedule from the App Connect developer community. Stay tuned to the community to see announcements about newly available adapters from RingCentral and the App Connect community.
No.
Follow the getting started section in the developer guide, here.
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