RingCentral connector for Creatio allows you to effectively communicate with clients and colleagues and keep all communication history logged in one place.

Use cases:

• Call management – the connector allows Creatio users to make inbound and outbound calls using the RingCentral cloud-based business communications solutions. During the call, an agent can access all information about the Contact, including the history of previous communications.

• Call Analytics – analyze the quality of communications with clients based on the number of call attempts and conversations, duration of calls, and call results.

Key features:

• Make outgoing calls and accept incoming calls in Creatio

• Put a call on hold

• Transfer a call to another phone number

• Patch another extension or phone number into an active call for a conference call

• Indicate a call result

• Synchronize SMS history

• Automatic matching of Contact and Account within the SMS record

• Access SMS via History and Timeline elements in the Contact, Account page 

• Keep track of call analytics

Supported basic features:

• Access an entire call history with a client

• Identify a Contact and Account by a phone number

Notes:

Call recordings are currently not available in Creatio. They can be accessed in your PBX as a part of built-in functionality or as a part of a Contact Center Product Suite.

To use this connector, you need an active RingCentral subscription.

Coming soon features:

• Complete integration with RingCentral SMS service for sending messages from different sections like Calls, Contacts, etc.