Agile CRM for RingCentral (TELUS) - Offers better call handling within Agile CRM
Agile CRM for RingCentral (TELUS) - Offers better call handling within Agile CRM
by Agile CRM
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Agile CRM for RingCentral - Integrate your TELUS Business Connect system directly into Agile CRM for campaigns, voicemail drops & others.

Agile CRM App Integration for TELUS Business Connect

Agile CRM for RingCentral

With Agile, your sales, marketing, and support teams can call leads and customers from within Agile CRM, automatically match incoming callers to existing contact records and display them on-screen, and automatically save notes logged during or after a call. It even integrates with Business SMS so you can send SMS to your customers and prospects from directly inside of Agile CRM.


Detailed Description:

Agile CRM for RingCentral brings integrated cloud business communications and CRM together, for users to manage all the call and SMS related activities inside CRM.

Click-to-dial to save time - Call your leads and customers from within Agile CRM in a single click. This enables your teams to remove repetitive, manual and time-consuming tasks thereby making them more efficient.

Screen pop-ups to know who is calling - Receive screen pop-ups for incoming calls to know who is calling you. Get all of the contact history within Agile CRM's so you are better prepared for the call.

Automate Follow-ups to increase efficiency - You can take notes while you’re on a call and they’ll be saved to your activity log with the click of a button. You can also schedule follow-up calls.

Bulk dialing to automate prospecting - You can call multiple customers at the same time from within Agile CRM to help in automating the sales prospecting.

Automated Voice Scripts - You can drop automated voice messages into your leads/customers’ inbox using Agile’s automated voice scripts

Automated Call Logging and Recording for historical purpose - All the call activities get logged automatically inside Agile CRM. Agile even allows you to record any calls for easy retrieval of the past interactions

Use any Browser - There are no software installation tedious configurations. Just use Agile CRM for RingCentral from any browser on your Windows or Mac computer.

FAQs:

Do I need to install any software to make this app work?

This app runs entirely in the cloud, therefore no software is required for users. Simply follow the instructions provided in the Administrator Guide to configure the settings in Agile CRM

You can use the app with any TELUS Business Connect endpoint, including a desk phone, the Business Connect mobile app, or Business Connect for Desktop. To view the User Guide, click here

How does the app work?

The 2-step guide will help you to integrate, set up and run Agile’s RingCentral plugin:

1. The app runs in your Agile CRM account and uses anyTELUS  Business Connect endpoint (desk phone, Business Connect mobile app, Business Connect for Desktop, etc.) for dialing and call handling.

2. You can call end users from within Agile CRM by simply clicking on their phone numbers.

How does the RingCentral for Agile CRM integration work?

Login to your RingCentral Softphone account and go to Options > Calls .
Under 'Search for the caller in address book' (which should already be checked), check 'Launch another application or an URL'.

Add the following link under **'Execute Command',**substituting in your own Domain Name & API Key.
You can find your API key in the Admin panel under the API & Analytics tab - https://DOMAIN.agilecrm.com/call?api-key=API_KEY&number=%E&fname=%F&lname=%L

The app directly integrates with your existing Agile CRM account.
Calls are made and received using the application and your internet connection.
 For example, to place a call from Agile CRM, simply click on a phone number anywhere it appears in the Agile CRM, and Business Connect will connect the call.

What do I need to use the app?

You must have an Agile CRM account, running the operation system of Windows XP or above, or Mac OS X Mountain Lion or above.


Original release date: 2018-07-11

Requirements

You must have an Agile CRM account, running the operation system of Windows XP or above, or Mac OS X Mountain Lion or above.

Supported browsers: Chrome 30.0 and above, Firefox 2.5 and above, Safari 6.0.5 and above, or Internet Explorer 11 and above.

Installation

This is a third-party application provided by RingCentral and Agile CRM. TELUS Business Connect users can login using their Business Connect credentials and gain access to all the functionality that is provided for RingCentral users.