Ringotel integration for Salesforce CRM offers the following features:
Identifies contacts on incoming and outgoing calls.
Automatically creates Phone Call entities for incoming and outgoing calls.
Syncs call recording, call subject, and call comment with the corresponding call activity record in CRM.
Provides links to open Phone Call and Contact entities from the Ringotel app.
Allows you to create contacts in CRM using the Ringotel mobile or desktop app.
Imports contacts from CRM into the Contact lists of Ringotel users.
Initiate a call from a CRM contact profile using the click-to-call feature.
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Your Salesforce account needs to have the REST API Enabled. You can check here to view the available Salesforce editions supporting the REST API. |
Create a Connected App in Salesforce
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Sign into your Ringotel admin portal at https://shell.ringotel.co and navigate to an orgnaization → Integrations tab → click Enable Integration on the Salesforce card.
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Specify your Salesforce Consumer Key and Secret into the Client ID and Client Secret fields.
With Allow users to create/edit records in Zoho CRM and/or Allow users to delete records in Salesforce options users will be able to create/edit and/or delete contacts in Salesforce via the Ringotel app.
Click Save & Continue. You will then be redirected to the CRM webpage for authentication.
After the successful authentication, accept the requested permissions to enable Ringotel integration. You will then be redirected back to your Ringotel admin portal to finalise the integration.
In the Ringotel admin portal, map your Salesforce users with the Ringotel users. Click “Map users” button to automatically map users with the same email address in both systems.
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Click Save changes. Now the integration should be configured for the mapped users.
Import CRM contacts
The integration provides automatic contact identification on incoming calls. Additionally, you can import existing CRM contacts into the contact lists of the Ringotel users.
Navigate to your Organisation -> Contacts, then click Import button.
Switch to the Salesforce tab, which should appear if the integration is successfully configured.
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Click the Next button to pull the list of CRM contacts.
Once the contacts are loaded, click the Import button to start the import. Depending on the number of contacts in your CRM, it may take some time to finish. You may close the window as the process will be finished in the background.