Engage Voice PipeDrive for RingCentral
Engage Voice PipeDrive for RingCentral
by RingCentral, Inc.

Enhance PipeDrive with RingCentral Engage Voice communications capabilities and create a more collaborative CRM experience.

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:

PermissionDescription
Call ControlControl and manage phone calls in real-time
Edit Meetings PresenceView and modify user meeting presence status
MeetingsCreate, view, update and delete meetings
VoIP CallingRegister VoIP-enabled devices, and make and receive VoIP calls
GlipDeprecated: TeamMessaging permission should be used instead
Team Messaging InternalManage Team Messaging data using an internal Team Messaging API
Direct Ring OutPlace phone calls via direct RingOut
Read ContactsView personal address book contacts
Read AccountsView user account information, e.g. name, business name, and contact info
Team MessagingPost messages, as well as view, edit and delete Team Messaging related data
Webhook SubscriptionsManage and subscribe to webhook notifications
Edit PresenceView and modify user presence status
Send NotificationsSend notifications to the current user
Edit AccountsView and update account information, create, update and delete user extensions
Read MessagesView message store data, including SMS, fax, voicemail, etc.
Glip InternalManage Glip data using an internal Glip API
Read PresenceView user presence status
Read Call RecordingDownload call recording content and media
ContactsView, create, update and delete personal address book contacts
Edit ExtensionsView and update extension information, including name, extension number, phone number, email, etc.
Telephony SessionsControl advanced telephony session features
Ring OutPerform two-legged ring out phone calls
SMSSend and receive SMS/MMS messages
Internal MessagesSend, and edit intra-company text messages
Read Call LogView user call log records
AccountsView, create, update and delete account information
Edit MessagesView and update message store data, including SMS, fax, voicemail, etc.
Send Usage InfoSend usage information to enable reporting