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CRM Integrations for Rainbow Office
by Workato Inc.
PREMIER PARTNER

This app contains pre-packaged integration recipes to CRM systems like Salesforce, HubSpot and hundreds more.

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

Workato CRM App Integrations for RingCentral

Workato is an enterprise-class, no-code Integration and Automation platform that is trusted by over 18,000 businesses. You can seamlessly integrate Rainbow Office 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 Rainbow Office

• Send out SurveyMonkey Feedback Survey once Rainbow Office call has ended

Requirements

None

App Scope and Permissions

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

Read MessagesView message store data, including SMS, fax, voicemail, etc.
Read AccountsView user account information, e.g. name, business name, and contact info
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