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        1. RingCentral Integration - Agile CRM

          Know exactly who's calling before answering a call. Turn your calls into deals with in-app & HTML5 notifications,
          customer histories and caller-to-lead technology

          RingCentral Integrations for CRM

          Start with FREE account today!

          FREE for 10 Users. No credit card required.

          RingCentral Features







          Making Calls With RingCentral

          Click to Call

          To make a call through RingCentral, go to the Contacts tab positioned on the left of your screen. You’ll find a RingCentral icon automatically embedded next to your customers’ contact details. Clicking on it will launch a call popup.

          Click To Call
          Call Popup

          Call Popup

          RingCentral's Call Popup comes with wide range of active call controls to facilitate additional functionalities without having to hang up. The notes feature, for instance, allows you to take all the pointers raised a customer, for adequate follow up after the call.

          Call Log

          When a call is complete, the Call Log popup is displayed, where you can enter additional call details. Some of the details that would be particularly critical for subsequent customer follow up include; Subject, Description and Related To.

          Call Log
          Call History

          Call History

          To view the call history and related details, go to the Timeline or Notes tab. Each contact’s call details and notes are displayed chronologically.

          Call Log from RingCentral

          You can also view the call log from RingCentral at the far right corner of each contact’s page.

          Call Log From Ringcentral
          Ringout To Softphone

          RingOut to Softphone

          If you previously selected RingOut to Softphone during widget setup, the configured Softphone is connected to a customer’s phone number when you call from their Contact View pages.

          Call Reports

          To view comprehensive call reports, go to the Reports icon at the menu bar positioned on the left of your screen. You’ll be able to scroll through and sort out past call reports by User, Average Call Duration, etc.

          Call Reports
          Call Activities

          Call Activities

          To view respective call activities, click on the User Activities icon at the menu bar positioned on the left of your screen. You’ll be able to access comprehensive details of activities related to each phone call made from your account.



          RingCentral Integration Setup

          Step 1: Go To The Telephony Tab

          Log into your Agile CRM dashboard and proceed to the Telephony tab. Choose Widgets to access the RingCentral Widget.

          Telephony Tab
          Login To RingCentral

          Step 2: Login To RingCentral

          Click "Login to RingCentral" to access your RingCentral account.

          Step 3: Enter Login Details

          On the RingCentral popup, enter your login credentials and click Sign in.

          Enter Login Details
          Authorize Access

          Step 4: Authorize Access

          For comprehensive integration, proceed to authorize RingCentral access to your Agile CRM information. You can now make and receive customer phone calls on Agile CRM using your RingCentral account.

          Step 5: Saving

          Save the Widget.

          Saving
          Ringout

          Step 6: Ringout To Softphone

          Among the exciting features offered by RingCentral is Ringout to Softphone, which allows you to connect with your customers through the computer’s configured Softphone.

          Step 7: Ringout To Custom Number

          Alternatively, you could also Ringout to a custom number first, before connecting with your customers. To enable this option, choose Custom Phone as the Output Number, and then enter specific details in the Customs Number field.

          Custom Number

          Check the RingCentral Setup Guide for more detailed instructions.

          Note: Agile CRM doesn't support outbound calls from the browser window as the feature is not supported by RingCentral's API



          About RingCentral

          RingCentral is a business phone system provider which offers local and toll free numbers to subscribers. Choose from available 800 numbers or get your own area code for your business phone number.

          RingCentral Integration


          Related Links

          Twilio Integration in Agile CRM

          Twilio

          Call your contacts directly from Agile using your Twilio account

          VoIP Integration

          VoIP

          Make and receive calls directly from Agile by integrating your VoIP account

          Agile Blog

          Agile Blog

          Got VoIP? Agile CRM offers Free Telephony

          Start with FREE account today!

          FREE for 10 Users. No credit card required.

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