Can anyone offer insight on how the RingCentral for Salesforce works?
This guide on RingCentral’s website gives a solid overview of the integration.
The integration adds a “call widget” to Salesforce, so you can make calls directly from the CRM. You can click on any phone number (i.e., on a contact’s profile in Salesforce) and automatically begin dialing.
When you get an incoming call, Salesforce automatically pulls up contact records you have saved for that number. You can take notes while on call, and automatically log these afterwards, connected to the contact.
You must be logged in to reply to this topic.
315 Madison Avenue, 24th Floor
New York, NY 10017
Disclaimer: We spend hours researching and writing our articles and strive to provide accurate, up-to-date content. However, our research is meant to aid your own, and we are not acting as licensed professionals. We recommend that you consult with your own lawyer, accountant, or other licensed professional for relevant business decisions. Click here to see our full disclaimer.
Product or company names, logos, and trademarks referred to on this site belong to their respective owners.