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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. |
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Next, configure the OAuth settings as shown here:
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Check the Enable the OAuth settings checkbox.
Configure a callback URL to look like this:
https://shell.ringotel.co/services/Salesforce
Enable the following Scopes for the application:
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Sign into your Ringotel admin portal at https://shell.ringotel.co and navigate to an orgnaization → organization→ Integrations tab → click Enable Integration on the Salesforce card.
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With Allow users to create/edit records in Zoho Salesforce 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.
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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.
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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 Organization -> Contacts, then click Import button.
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