Using Ring.io with a CRM

Why choose Ring.io?

• Your company receives mainly inbound calls
• Your company makes mainly outbound calls
• When someone leaves the company
• Why integrate your CRM with Ringio?

Miscellaneous

• Faxing with Ringio
• Integrating Ringio extensions manually or with an existing PBX
• Integrating Ringio extensions with an existing PBX

Power Dialer

• How to use the new Ring.io Power dialer with Zoho CRM
• How to use the new Ring.io Power Dialer with Salesforce

Salesforce Integration

• Salesforce.com Integration Instructions
• Ring.io Managed Package for Salesforce
• Salesforce Call Center integration
• Setting up basic Standard and Custom Fields for Salesforce

Tips and tricks

• Ringio Salesforce.com Integration Tips
• Configuring Salesforce Reports and View Layouts for RIngio
• Manipulating Ringio .CSV call records in Microsoft Excel or Google Docs
• Syncing Ringio with multiple Google Contacts accounts
• If you're forwarding your Google Voice calls to Ringio

Hubspot

• Ring.io Hubspot integration setup guide

Post Call Actions

• Send Automated Emails from Templates

Zoho Integration

• Ring.io for Zoho setup guide
• Zoho Two Factor Authentication and Ring.io
• Ring.io Zoho CRM Integration via the Zoho CRM API
• Ringio integration with Zoho CRM
• Ring.io Zoho CRM Integration via PhoneBridge API

Using your CRM with Ring.io

• Click to Call from Zoho
• Click to Call from Salesforce
• Click to call Chrome extension