RingCentral for Redtail CRM
RingCentral for Redtail CRM
by RingCentral Labs

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

Redtail CRM for RingCentral

Let RingCentral 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 RingCentral 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 RingCentral 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 RingCentral call log to RedtailCRM contacts automatically or manually so agents efficiently log call details.

  • RingCentral Video: Click to open RingCentral Video & sync RingCentral 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.

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: 2019-03-03

Requirements

Google Chrome browser latest version.