
RingCentral for HubSpot
在Hubspot CRM中,直接利用RingCentral的强大通话和消息功能,提升工作效率,实现无缝沟通,让您的客户关系管理更加高效便捷!
更新日期:2024 年 9 月 5 日分类标签:高效工作与计划平台:没限制
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RingCentral for HubSpot 插件安装教程:
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RingCentral for HubSpot 插件简介:
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
RingCentral for HubSpot 插件ID:
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RingCentral for HubSpot 插件最新版本:
24.3.12