Apptivo for RingCentral
Unify company communications and Apptivo to place calls and automatically log them safely away in your CRM.
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Apptivo CRM App Integration for RingCentral
Increase productivity by linking Apptivo CRM with RingCentral for a seamless powerhouse integration. Making calls through Apptivo's CRM has never been simpler. Never forget a call, as all incoming and outgoing calls through RingCentral are automatically logged within Apptivo for a complete record against a contact or customer. Eliminate the need for human error and focus on what's important - increasing business.
Detailed Description:
Now it's easier than ever to unify communications across your business using RingCentral for Apptivo. With just a few clicks, your company can be up and running with a fully integrated calling solution that directly integrates with every tool you business needs to run efficiently. In this age of ever-increasing demands from customers to deliver faster & higher quality service, it's more important than ever to keep your sales & support teams running efficiently. RingCentral for Apptivo will cut down on the time you spend recording activities & talking to customers, driving costs down & customer satisfaction up.
All you need is a RingCentral & Apptivo account to be up and running in minutes. An admin will log into Apptivo and choose the proper RingCentral extension for each of their users. Once done, all features are instantly enabled and you are ready to stay placing & logging calls!
- Click to dial in Apptivo web apps: When viewing a phone number anywhere inside of the Apptivo system, simply click on the call button to instantly place a call using RingCentral. This call will be automatically added into your call log without any extra steps.
- Click to dial in Apptivo Android & iOS apps: In addition to the website, Apptivo's native mobile apps also support click to dial whenever you are viewing any phone number.
- Automated call logging: Everything is automated, with little to no effort need
Original release date: 2015-08-31
Requirements
- Apptivo for RingCentral is available to all RingCentral customers
- Requires an Apptivo premium, ultimate, or enterprise account
App Scope and Permissions
When authorized, this app will be granted the following permissions:
| Permission | Description |
|---|---|
| Read Messages | View message store data, including SMS, fax, voicemail, etc. |
| Read Presence | View user presence status |
| Read Accounts | View user account information, e.g. name, business name, and contact info |
| Ring Out | Perform two-legged ring out phone calls |
| SMS | Send and receive SMS/MMS messages |
| Read Call Log | View user call log records |