This app contains pre-packaged integration recipes for RingCentral to CRM systems like Salesforce, HubSpot and hundreds more.
Workato is an enterprise-class, no-code Integration and Automation platform that is trusted by over 18,000 businesses. You can seamlessly integrate RingCentral with CRM systems like Salesforce, Hubspot, etc, or with any of our 1000+ apps without coding. Workato allows you to automate your workflows, and do bi-directional data syncs between your apps.
With this package of recipes ready to be installed and used, users can:
• Log new calls in Salesforce (create new lead or event for lead)
• Log new calls in Hubspot (create new contact or engagement call log activity for contact)
• Send out a SMS to call recipient when there is a missed call in RingCentral
• Send out SurveyMonkey Feedback Survey once RingCentral call has ended
When authorized, this app will be granted the following permissions:
|Read Messages||View message store data, including SMS, fax, voicemail, etc.|
|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|
|Internal Messages||Send, and edit intra-company text messages|
|Read Call Log||View user call log records|