لمحة عامة
KamoCRM integrates natively with RingCentral for business phone calls and SMS. Click-to-call any contact from the CRM record; inbound and outbound calls log to the customer record with duration and direction. SMS threads similarly attach to the contact. For teams that have standardized on RingCentral for business communications and want their phone activity fully reflected in their customer record, this is the core integration.
حالات الاستخدام المشترك
Click-to-call from any CRM record
Click a phone number on a contact, deal, or ticket to initiate a call through your RingCentral device (desk phone or softphone).
استدعاء قطع الأشجار إلى إدارة المخاطر المؤسسية
Inbound and outbound RingCentral calls log to the matching CRM contact automatically — direction, duration, and call metadata captured.
SMS on the contact record
SMS exchanged through RingCentral threads to the contact record along email and other communication history.
نداء السياق
هويّة المُتّصل المُتحدّث إلى إتّصال إدارة المخاطر المركزيّة لذا يَرى فريقُكَ الذي يَدْعو قبل التَقاط.
المجموعة
- 1Navigate to Settings s Integrations → RingCentral in KamoCRM
- 2Sign in with your RingCentral account
- 3Authorize the app for your RingCentral organization
- 4Map RingCentral extensions to KamoCRM users
- 5قواعد تسجيل المكالمات الهاتفية (أي اتجاه يتواصل)
- 6اختبار النقر إلى الطلب من سجل الاتصال
ما البيانات المتزامنة
أسئلة عن RingCentral
Connect RingCentral to KamoCRM on the free plan. No credit card required.
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