首页扩展程序 RingCentral for HubSpot

RingCentral for HubSpot

提供方： RingCentral

效率 10,000+ 位用户

插件简介

RingCentral for HubSpot

With RingCentral for Hubspot, we embed key RingCentral capabilities into your Hubspot CRM account, allowing you to get more work done and communicate directly from Hubspot.

Features
* Call controls: Leverage RingCentral calling capabilities, answer inbound and make outbound calls without ever navigating away from Hubspot.
* Message Hub: Access all RingCentral text messages, voicemails, and faxes from one place.
* Click-to-call and Click-to-SMS : Easily click HubSpot phone entries to call or text right within your browser or your RingCentral chrome extension.
* Instant screen pop: When a call comes in, RingCentral for Hubspot instantly responds; identifying the caller by their corresponding Hubspot record. If no record is available, you’ll get the option to easily add a new record as a contact.
* Association call logging: You may manually log calls with several associations. Be able to log a call under several associations, such as the contact, company, active deals, or tickets. You may also let the app log your calls automatically.
* Server side text logging: Support logging a message as Activity under several associations, such as a contact, company, active deals or tickets either automatically or manually. The app can log new texts received to your HubSpot record even when you are offline.
* Analytics: Make custom reports, and view your RingCentral data within Hubspot. Get actionable insights with invaluable metrics into individual and team performance.
* Work the way you want: There’s no software to download; you can log on and get access to RingCentral for Hubspot from any PC or Mac.

Documentation
User guide
https://netstorage.ringcentral.com/guides/hubspot_user_guide.pdf
Administrator guide
https://netstorage.ringcentral.com/guides/hubspot_admin_guide.pdf