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
