Table of Contents
Many companies, like RingCentral and Zoho CRM, offer their own cloud-based solutions for managing customer relationships. There are pros and cons to using one versus the other, so it’s important for businesses to explore all of their options before committing with a single solution.
Zoho CRM is a cloud-based software solution for small businesses. It allows users to manage their business from one place, which includes customer relationship management, marketing and sales, accounting, reporting and analytics. The “zoho phonebridge” is a service that integrates Zoho CRM with RingCentral. This integration allows users to make calls from the Zoho CRM application on their computer or mobile device.
When you integrate RingCentral with Zoho CRM, you have all of the features of the premier cloud-based communication system integrated into your CRM platform. Both feature powerful integration libraries that make syncing and getting started with your systems a breeze. We’ll guide you through the process of connecting Zoho CRM with your RingCentral account step by step.
You’ll need a RingCentral account and the RingCentral softphone software on your PC or smartphone to link RingCentral with Zoho CRM. This connection can only be enabled by a Zoho CRM account administrator. All users will be able to activate RingCentral and log in with their credentials after your administrator completes the integration procedure.
1. Go to the RingCentral Integration Page and fill out the form.
Navigate to the “Setup” page in Zoho CRM. Then choose “Channels” and “Telephony.” You should see a list of suppliers on the Telephony MarketPlace. Find the RingCentral option or search for it using the search box.
Page for RingCentral integration (Source: Zoho.com)
2. Switch on the Integration
Find the green “Enable” button in the upper right corner of the RingCentral integration page after you’ve arrived there. Toggle the switch. The website will instantly reload when you click the button, and you’ll be able to log in to your RingCentral account.
RingCentral integration should be enabled. (Image courtesy of Zoho.com)
3. Go to your RingCentral account and sign in.
A popup will appear when the website has refreshed, requesting you to check in to your RingCentral account. You’ll be brought to the RingCentral Login Page after clicking the “Login” button. Click “Sign In” after entering your account credentials.
4. Modify Your Missed Call Notifications
You’ll want to alter your missed call habits and calling choices after you’ve logged into your account. Let’s start by changing your missed call choices. When agents do not take an incoming call, a missed call is automatically recorded. However, with the default settings, even if another Zoho user answers the call, this missed call event will still be documented. Let’s make a difference.
Configuration of RingCentral’s missed call notifications (Source: Zoho.com)
To access the “Settings,” “Channels,” and “Phone” pages, go to the “Settings,” “Channels,” and “Phone” pages. Go to the “Preference” tab from there. You may uncheck the item that reads “Do not record missed calls if another Zoho user answers it” on this page. To alter this setting, check this box.
Go to the “Zoho Desk Preferences” tab on the page for further customization options. Set rules to produce tickets automatically from all missed calls, inbound missed calls, or outbound missed calls, and choose which department should get ticket notifications for these missed calls. After that, just click “Save,” and you’re done.
Configure Your Calling Preferences in Step 5
You may pick how you make phone calls with Zoho CRM with RingCentral integration. You must first log in to RingCentral using Zoho.
Configure your RingCentral integration’s calling preferences (Source: Zoho.com)
Following that, you have four options:
- RingOut: The RingOut feature makes phone calls to numbers in your RingCentral account. You’ll be able to choose any of the devices on which RingCentral is installed.
- Browser calling allows you to make calls from Zoho CRM without having to log into your RingCentral account. This enables you to use click-to-dial to make calls and answer incoming calls directly from the Zoho CRM.
- RingCentral softphone: You may call your clients and prospects straight from a RingCentral softphone if you have the RingCentral app loaded on that device.
- RingCentral Desktop Software: Launch the RingCentral desktop app and make calls right from the app.
Click the “Phone” button in the lower right corner of the Zoho CRM window to alter your calling choices. From the drop-down menu next to “Make my calls via,” choose your preferred choice. If you pick RingOut, you’ll be prompted to choose your chosen device.
6. Integrate RingCentral with Zoho CRM.
You’re all set to use RingCentral and Zoho CRM in tandem. You may utilize RingCentral’s mobile or desktop applications, or make calls straight from your Zoho CRM application, depending on your preferences.
Ways to Use the Zoho CRM & RingCentral Integration
The RingCentral connection in Zoho CRM allows your agents to better manage calls without having to leave the CRM. This improves their workflow efficiency and allows them to gather and track more precise data about each client encounter, resulting in greater customer happiness, lead generation, and nurturing.
Zoho CRM for RingCentral Overview (Source: Zoho.com)
Here are a few tips to help you get the most out of your RingCentral Zoho CRM integration:
- Make calls: From inside the Zoho CRM, dial leads and customers with a single click. Simply click the lead’s name, and you’ll be able to make a phone call or send a text message.
- Incoming call screen pop-ups: When an incoming call dials your number, you’ll receive a screen pop-up notice. Zoho CRM provides you with precise information about the caller’s history so that you can start providing an excellent customer experience straight away.
- Follow-up activity: You can save new callers in Zoho CRM, take notes, and create follow-up activities from inside the pop-up box.
- Examine the call logs: All call actions are immediately logged in Zoho CRM via RingCentral. To monitor the performance of each encounter, you may retrieve call data and metrics.
- Check call records: Using the call logs, you may discover and playback audio recordings of your phone calls.
Most Commonly Asked Questions
What’s the best way to turn off my RingCentral Zoho CRM integration?
Step 1: Follow the steps mentioned above. You’ll now notice a red “Disable” button instead of a green “Enable” button. When you click the button, the integration for your account and all other users in the organization will be disabled.
Which browsers enable browser-to-browser communication?
Only Chrome 29 and above, as well as Firefox 47 and above, allow browser calling with Zoho CRM.
Is it possible to combine Zoho CRM with other phone systems?
Yes, Zoho’s telephony website has a list of different business phone solutions. Twilio, Jive, Kixie, and Vonage are some of the other prominent connectors.
Conclusion
Once you’ve linked Zoho CRM and RingCentral using this straightforward, step-by-step connection, they’ll function together effortlessly. In minutes, you’ll be able to connect your accounts and start working more effectively in your CRM. Are you having trouble deciding if RingCentral is the correct business phone system for you? Learn all you need to know about the cloud communications platform RingCentral in our RingCentral review.
Zoho CRM is a cloud-based customer relationship management software that allows users to manage their business. RingCentral is the company who makes Zoho CRM and they have created an integration between the two. This article will provide you with step by step instructions on how to integrate Zoho CRM with RingCentral. Reference: zoho crm pricing.
Related Tags
- ringcentral crm integration
- ring central
- zoho crm phone integration
- zoho voice and zoho crm integration
- amazon connect integration with zoho crm
