Benefit Spotlight
Track all RingEX™ communications in your CRM
RingCentral App Connect, powered by Embeddable 2.0, is an all-in-one CRM integration solution. It embeds a full-featured communications client into almost any app, reliably logging all communications. If your CRM is not currently supported, developers can easily integrate with both SaaS products and proprietary CRMs using a simple framework.
Connect your CRM with RingCentral using App Connect
RingCentral's App Connect for RingEX is a browser extension for Google Chrome and Microsoft Edge that helps connect your RingCentral RingEX account to a number of different CRM services. It embeds a fully functional web phone into your CRM and supports key user flows unique to CRMs to better track communications and engage with customers.
Supported CRMs
Highlighted Features
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Embedded dailer/CTI
A fully functional phone is built into your CRM, allowing you to place and receive calls with features tailored for CRM users.
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Click-to-dial
Instantly call or text any phone number in your CRM by clicking it, streamlining communication.
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Call logging
Automatically log calls in your CRM to keep track of important conversations with minimal effort.
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Automated logging
Ensure every inbound and outbound call is recorded in your CRM, with an "Unlogged" tab for quick fixes.
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Call pop
When a call comes in, the caller's contact page opens automatically, giving you full context before answering.
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Send/receive SMS
Use the CTI to send and receive SMS messages directly from your CRM.
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SMS templates
Save time by using pre-written SMS templates for common responses.
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AI Assistant (BETA)
Get live call transcripts, auto-generated summaries, action items, reminders, and more.
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Server-side call logging (BETA)
Log every company call, even for employees who haven’t installed App Connect.
Are you a developer? Build support for your own CRM
App Connect is itself an open source framework that can be used by developers to create a custom CRM integration more easily than building one from scratch.
Prerequisites
App Connect requires the following:
- RingEX account (Core, Advanced or Ultimate)
- Google Chrome or Microsoft Edge