Integration of RingCentral with Apptivo CRM makes it more easy and reliable for salespeople using the customer services. In Apptivo, you can easily integrate your RingCentral numbers and effortlessly connect with your contacts without any hassle.
Click here to know the steps to configure the RingCentral.
Once you have completed the integration, you can set up the numbers in your Apptivo Contact Center account and use them while calling the customer. Let's get through the steps to save your RingCentral number in Apptivo.
Steps to pull the RingCentral number in Apptivo
- Once you have completed the RingCentral Integration, go to Apptivo’s Call Logs.
- Click on the More(...) icon and select Settings.
- From the Settings page, click on the Services and select RingCentral.
- Here, you can view the list of numbers that are associated with your RingCentral account.
- You can select and assign the allocated numbers to your employees on the Extensions table.
Note: The numbers added to your RingCentral account will be auto-populated automatically. If you didn't have any numbers associated to the RingCentral, the number column will be empty. You can also enter the numbers manually, and it will get saved automatically.
- You can add or change the phone number on your RingCentral account under the Users section.
- Once the number is added to the RingCentral account, the same number will get autopopulated in your Apptivo account.
- Click on the Refresh button to change the employee for the allocated number.
- By clicking on the Refresh button, the employee column will get refreshed.
- Once the employee number is selected, click on the Test button to test the connection.
Steps to make a call
- Then, go to the Contacts app and select any contact.
- You can view the Click to Call option near the contact’s business phone number.
Note: The Click to Call icon will not be visible if the phone number is not assigned to any of the employees.
- By clicking on this Click to Call icon, the employee call will get routed to the selected contact.
- Initially, the call will get routed to the employees’ assigned phone number. Once the call is picked by an employee, then the call will get routed to the selected Contact’s phone number with your companies main number as the Caller ID.
