제품정보
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.
일반적인 사용 사례
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).
Call logging to CRM
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 alongside email and other communication history.
Call routing context
Inbound caller ID resolves to the CRM contact so your team sees who's calling before picking up.
설치하기
- 1Navigate to Settings → Integrations → RingCentral in KamoCRM
- 2Sign in with your RingCentral account
- 3Authorize the app for your RingCentral organization
- 4Map RingCentral extensions to KamoCRM users
- 5Configure call-logging rules (which direction, which contacts)
- 6Test click-to-call from a contact record