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Rainbow Office for Redtail CRM
Rainbow Office for Redtail CRM
by RingCentral Labs

Enhance Redtail CRM with embedded communications capabilities and create a more collaborative experience.

PRODUCTS
ALSO AVAILABLE FOR

These service providers are built on top of the RingCentral Platform. Apps that work for RingCentral also work for these service providers.

Frontier + RingCentral
RingCentral for Symphony
RingCentral mit 1&1 Connected Calls
RingCentral mit ecotel
RingCentral mit Telekom
Unify Office by RingCentral

RedtailCRM Chrome extension app integration for Rainbow Office

Let Rainbow Office for Redtail CRM enhance your 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 Rainbow Office Embeddable widget, not an officially supported product, however, community support is available.\

Key Features

  • Click-to-call: Place calls from within Redtail by clicking phone numbers, saving time, and improving call efficiency.

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

  • Contacts integration: Sync Redtail contacts to Rainbow Office widget for easy direct dialing and viewing contact activities from within the widget.

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

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

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

  • Call log sync: Sync Rainbow Office call log to RedtailCRM contacts automatically or manually so agents efficiently log call details.

  • Rainbow Office Video: Click to open Rainbow Office Video & sync Rainbow Office Video recordings to HubSpot

Installation

1. Go to Github to download and extract the following zip file redtail-embeddable-ringcentral-phone-x.x.x.zip .

2. Go to the 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.

4. Load dist as an unpacked package by clicking the "Load Unpacked" button and selecting the correct folder.

5. Login to redtailtechnology.com to verify.

Rainbow Office Labs

Rainbow Office Labs is a program that lets Rainbow Office engineers, platform product managers, and other employees share Rainbow Office apps they've created with the customer community. Rainbow Office 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 Rainbow Office Labs app please consult each project's GitHub Issues message boards - Rainbow Office support is not available for these applications.


Original release date: 2019-03-03

Requirements

Google Chrome browser latest version.

App Scope and Permissions

When authorized, this app will be granted the following permissions:

PermissionDescription
Read MessagesView message store data, including SMS, fax, voicemail, etc.
Read PresenceView user 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
Read ContactsView personal address book contacts
Read AccountsView user account information, e.g. name, business name, and contact info
Telephony SessionsControl advanced telephony session features
Ring OutPerform two-legged ring out phone calls
SMSSend and receive SMS/MMS messages
Team MessagingPost messages, as well as view, edit and delete Team Messaging related data
Internal MessagesSend, and edit intra-company text messages
Read Call LogView user call log records
Edit MessagesView and update message store data, including SMS, fax, voicemail, etc.
Edit PresenceView and modify user presence status