Engage Voice PipeDrive for RingCentral
Enhance PipeDrive with RingCentral Engage Voice communications capabilities and create a more collaborative CRM experience.
HELPFUL LINKS
Engage Voice PipeDrive for RingCentral
Let RingCentral Engage Voice for PipeDrive 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: Place calls 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.
Easy Access: Connect on both Windows® and Mac®, using Google Chrome/Firefox.
Call log sync: Sync call log with note to PipeDrive contact
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.
Original release date: 2020-08-04
Requirements
1. Go to https://github.com/ringcentral/pipedrive-embeddable-engage-phone/releases to download and extract the following zip file hubspot-embeddable-engage-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. Go to https://pipedrive.com to verify.
Installation
. Go to https://github.com/ringcentral/pipedrive-embeddable-engage-phone to download and extract the following zip file pipedrive-embeddable-engage-phone-x.x.x.zip .
2. Go to Chrome extensions page available under the "More Tools" > "Extensions" menu.
3. Open developer mode using the toggle in the upper right corner of the page.
3. Load dist as unpacked package by clicking the "Load Unpacked" button and selecting the correct folder.
4. Go to https://pipedrive.com to verify.
App Scope and Permissions
When authorized, this app will be granted the following permissions:
| Permission | Description |
|---|---|
| Call Control | Control and manage phone calls in real-time |
| Edit Meetings Presence | View and modify user meeting presence status |
| Meetings | Create, view, update and delete meetings |
| VoIP Calling | Register VoIP-enabled devices, and make and receive VoIP calls |
| Glip | Deprecated: TeamMessaging permission should be used instead |
| Team Messaging Internal | Manage Team Messaging data using an internal Team Messaging API |
| Direct Ring Out | Place phone calls via direct RingOut |
| Read Contacts | View personal address book contacts |
| Read Accounts | View user account information, e.g. name, business name, and contact info |
| Team Messaging | Post messages, as well as view, edit and delete Team Messaging related data |
| Webhook Subscriptions | Manage and subscribe to webhook notifications |
| Edit Presence | View and modify user presence status |
| Send Notifications | Send notifications to the current user |
| Edit Accounts | View and update account information, create, update and delete user extensions |
| Read Messages | View message store data, including SMS, fax, voicemail, etc. |
| Glip Internal | Manage Glip data using an internal Glip API |
| Read Presence | View user presence status |
| Read Call Recording | Download call recording content and media |
| Contacts | View, create, update and delete personal address book contacts |
| Edit Extensions | View and update extension information, including name, extension number, phone number, email, etc. |
| Telephony Sessions | Control advanced telephony session features |
| 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 |
| Accounts | View, create, update and delete account information |
| Edit Messages | View and update message store data, including SMS, fax, voicemail, etc. |
| Send Usage Info | Send usage information to enable reporting |