RingCentral for HubSpot
RingCentral for HubSpot
by RingCentral Labs

Empower your HubSpot system with RingCentral communications capabilities and create a more collaborative CRM experience.

RingCentral for HubSpot

Let RingCentral for HubSpot enhance your CRM experience by automating workflows, increasing call efficiency and improving the quality of customer interactions.

This integration is a Google Chrome extension.

This integration is a community project using the RingCentral Embeddable widget, not an officially supported product, however, community support is available.

Key features

  • Click-to-Call / SMS / Schedule Meeting: Place calls, texts and schedule meetings from within HubSpot using a hover-to-show tooltip to show click-to-call button on any phone number, saving time and improving call efficiency.

  • Instant screen pop-up: Incoming and outgoing calls trigger screen pops with 360° view of the caller enabling quality interactions.

  • Contacts sync: Sync HubSpot contacts to RingCentral widget for easy direct dialing.

  • Contacts activities access: view contact activities from within the widget.

  • Call/SMS log sync: Sync RingCentral call/SMS log and call recording to HubSpot contacts and deals automatically or manually so agents efficiently log call details.

  • Easy Access: Connect on both Windows® and Mac®, using Google Chrome/Firefox.

  • Active call control: Control active calls in other devices.

  • RingCentral Video: Click to open RingCentral Video, sync RingCentral Video to HubSpot

User Guide

RingCentral for HubSpot User Guide

Installation

1. Go to https://github.com/ringcentral/hubspot-embeddable-ringcentral-phone/releases to download and extract the following zip file hubspot-embeddable-ringcentral-phone-x.x.x.zip .

2. For Chrome, go to Chrome extensions page available under the "More Tools" > "Extensions" menu, open developer mode using the toggle in the upper right corner of the pag, load dist as unpacked package by clicking the "Load Unpacked" button and selecting the correct folder.

3. For Firefox extension, choose Addon -> Enable add-on debugging -> Load Temporary Add-on -> Choose dist-firefox/menifest.json

4. Go to https://app.hubspot.com to verify.

RingCentral Labs

RingCentral Labs is a program that lets RingCentral engineers, platform product managers and other employees share RingCentral apps they've created with the customer community. RingCentral Labs apps are free to use, but are not official products, and should be considered community projects - these apps are not officially tested or documented. For help on any RingCentral Labs app please consult each project's GitHub Issues message boards - RingCentral support is not available for these applications.

Requirements

Google Chrome/Firefox browser latest version.