Built-in Calling using RingCentral Integration

Note: Available in the Growth Plan.

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 dialing 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 RingCentral App

Only 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

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

Similarly, other users will have to authorize their accounts to connect to their Ring Central accounts.

They can click on the disconnected call icon too to authorize their accounts.

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 ) 

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 "Call via RingCentral"
• This will open the RingCentral Desktop app and fill in the number automatically to dial out
• Hit the green Call button 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 dialed 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 dialed out
• This pop-up also allows you to create an activity and add a note to it
• Once the call ends it allows you to 
  • Create Contact
  • Add a Note
  • Attach an Activity of type Call
  • Discard the call log
• Adding a Note will create an activity with Title: Outbound Call with {Contact.Name} and attach the call to it, the call duration, due date, contact name will be automatically filled in and the activity will be marked as Completed by default.
• Attaching an Activity: Activities without any recordings will be available to attach with the outgoing call
• 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
  • Discard the call log

Call Report:

All call logs can be seen on the Call Report under the Reports section.