RingCentral Integration in Agile CRM

Agile CRM’s new RingCentral integration is designed to help your business turn calls into deals. RingCentral is a business phone system provider offering local and toll-free numbers to subscribers, who can choose from available 800 numbers or opt to get their own area code for their business phone number. Agile users with a RingCentral account can use the new integration to know exactly who’s calling and view the customer’s history before answering a call, receive in-app & HTML5 notifications about calls, and push callers to contacts in the CRM with Agile’s innovative caller-to-lead technology.

While rotary-dial phones might be a thing of the past, voice-to-voice communication is on the rise. In today’s plugged-in world, your customers and leads will appreciate talking to a real person. Telephony communication lets them know that you appreciate their business. The Agile CRM RingCentral integration makes it easy to manage calls and track callers and essential conversations from within the CRM.

Features of the RingCentral plugin include:

• Instant Notifications: The instant you get a call in the app, in-app & HTML5 notifications display links to complete contact profiles in Agile
• Know Your Callers: Greet customers by name and view their complete customer histories with a single click
• Call-to-Lead: As with Agile’s web-to-contact technology in our popups and web grabbers, the RingCentral integration lets you add new leads directly to Agile CRM while still on calls with prospective customers

To set up the plugin, follow these setup instructions. Note that while our RingCentral integration in the CRM allows for incoming calls in the browser window, we are unable to support outbound calls from the Agile CRM Dashboard at this time since the feature is not supported by RingCentral’s API.

Use a different VoIP provider for online calls? Agile CRM telephony integration includes Twilio and most VoIP/Telephony providers. Don’t have a free CRM account yet? Sign up today.