Built-in Calling using RingCentral Integration

Note: Available in the Growth Plan and above.

RingCentral’s cloud phone system brings in VoIP based calling capabilities to Salesmate CRM. With the native RingCentral integration, you can make and receive calls directly from Salesmate with a click of a button. All incoming and outgoing calls can be logged and recorded* effortlessly. 

Sales teams can save hours per week dialling calls and log the conversations by leveraging this powerful integration. Recorded calls are a great way to monitor and improve sales pitches and client conversations. Salesmate will automatically capture all incoming calls received when you were away and allow you to quickly log them later.

Here is how you can set up and use the RingCentral Integration. 

Step 1: Installing the RingCentral App

Only the Salesmate administrator/account owner with proper permissions to install the apps and add-ons can install RingCentral application. Any user with the Admin Profile can do this.

First, locate the RingCentral app at Setup > Apps & Add-ons > Voice

Step 2: Authorize the RingCentral app:

• Log in to your RingCentral account to "authorize" the app.
• The admin user will be automatically authorized to use this RingCentral account on the app.
• Other users will now be able to see a disconnected telephone icon in their menu bar on the top right.
• All telephones numbers will now be clickable and show "Call via RingCentral" upon hover

Step 3: Authorize the RingCentral app for all other Salesmate users:

Similarly, other users will have to authorize their accounts to connect to their Ring Central accounts from My account >> RingCentral Preferences >> Authorize

Step 4: Installing RC Phone desktop app:

Now login to your Ring Central Phone Desktop App for your Mac or Windows PC ( Download the app from https://www.ringcentral.com/apps/rc-phone ) 

Note: Salesmate is only compatible with RC Phone app from RingCentral. You need to be logged in at all times to the RC Phone app to log calls and use RingCentral with Salesmate. 

Make Outgoing Calls (Dial Out):

• To dial out click on any of the phone fields in Salesmate list, detail or quick view screens and hit "RingCentral"
• This will open the RingCentral Desktop app and fill in the number automatically to dial out
• A pop-up showing an outgoing call is made will be seen in Salesmate with
  • Contact Name (if the contact exists in Salesmate) else
  • Show the number being dialled out and give an option to Add it to Contact
    • Clicking on Add Contact will open Contact in its quick view and fill the Mobile field with the number being dialled out
• This pop-up also allows you to
  • add a note during the call
  • select dispostion (outcome)
  • log it as a new activity or with existing one
  • discard and delete call log (non-reversible)
  • Thus a completed activity will be created with Title: Outbound Call with {Contact.Name}
• Call made from deals will automatically associate the deal with the call

Receiving a Call (Incoming Call):

• An incoming call will show the RingCentral Desktop app pop-up from where the call can be received.
• Upon receiving a call the outgoing (ongoing) call pop-up will be shown with the call details
• Once the incoming call ends it allows you to perform similar operations as that on dial-out
  • Create Contact
  • Add a Note
  • Attach an Activity of type Call
  • Delete & discard the call log (non-reversible)

Call Report:

All call logs can be seen on the Call Logs reports under the Reports >> Activity Insights section.

Note: Currently we only support RingCentral for calls via our web (browser) app. Texts, Fax are not supported.