RingCentral is a cloud-based communication platform made especially for small and enterprise businesses. Ring Central is a prodigious option for managing a virtual telephone solution. It makes it easy to receive calls wherever your business is located, however, it can be a bit cumbersome for the average small business. There is some set-up involved while dealing with RingCentral, and if you are looking to do anything customized, you will need to get in touch with their tech support. But with Techloyce this task will be taken care of. As more and more businesses are heading towards RingCentral. So the platform cared to introduce multiple integrations itself with other useful platforms such as Zoho RingCentral integration. Considering all these factors, Techloyce takes pride in assisting you out with RingCentral Zoho integration.
Zoho CRM is a widely used customer relationship model and without a doubt, it helps businesses to gain exceptional leads that can help them accomplish targeted revenue. Not only leads but Zoho CRM also assists in fostering better customer relations at the business end. Incorporating expertise of Zoho CRM along with RingCentral will enable businesses to augment lead, customer generation and communication processes all through one integration – RingCentral Zoho integration. Let us now delve into how one can perform Zoho Integration with RingCentral.
The following steps are required for initiating RingCentral Zoho integration.
- When you receive an incoming call from or initiate an outgoing call to a CRM contact via RingCentral, you can see a business card view of the contact in Zoho CRM.
- All calls made or received via RingCentral are automatically logged in Zoho CRM and you can view the call logs.
- You can add follow-up activities at the end of every call from Zoho CRM.
As soon as you establish the RingCentral account within Zoho CRM. Log in to your RingCentral account from both the platforms i.e. Zoho CRM and RingCentral softphone. Right after activating the RingCentral account you will be able to operate RingCentral functionalities from Zoho CRM. Let us now see what additional features come along with RingCentral Zoho integration.
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View Logs And Recordings
Through Zoho Integration with RingCentral, you can keep track and view all the missed, unanswered and dialed calls under the “Activities” section.
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Follow-up Activities
Zoho RingCentral integration allows you to leave follow up tasks and calls at the end of every call through RingCentral, you can perform the follow-up activities from the “Call Ended Window” in Zoho CRM. These would then be automatically associated with the respective customer or call record.
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Browser Calling
Another feature powered by RingCentral Zoho integration is, “Browser calling”. Browser calling allows you to make calls directly from Zoho CRM without undergoing the struggle of toggling between your CRM account and RingCentral. WebRTC plugins are available to give a hassle-free browser calling and a real-time communication experience with the end-user. With that being said, you need to choose the “browser option” from the call preferences pop-up to make calls through your browser. You can also save your preferences along with the outbound Caller ID of the recipient so that you can easily identify your callers to your RingCentral numbers while making outbound calls.
Head towards Techloyce for getting your hands on the Zoho Integration with RingCentral. We have a dedicated team available for our customers who will help them establish Zoho RingCentral integration while having years of expertise. Get connected today!
