RingCentral

Integrating RingCentral with Workbooks brings all your communication tools together in one place. It simplifies the way you call, chat, meet, and collaborate, helping your teams work more efficiently and stay connected.

This integration is especially valuable for Sales Teams, who rely on smooth communication to deliver great customer experiences. With RingCentral, you can manage voice calls, fax, text, conferencing, and web meetings seamlessly, all within a single, unified solution.

Workbooks offers an integration with RingCentral via a Plugin which can be installed by a System Admin. The integration supports:

• Incoming and outbound call logging
• Automatic linking of Phone Call Activities to People records
• Recording of call times and call recording URLs
• AI-powered transcription for faster, more accurate documentation

To set up the integration, please see this page, here.

For further info on making and receiving calls, check here.