CRM Integrations

📖 Introduction

CRM Integrations connect Ring2All with your Customer Relationship Management system. Enable click-to-call, automatic contact lookup, and call logging.

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🎯 Supported CRMs

CRM	Features
HubSpot	Click-to-call, contact pop, call logging
Salesforce	Click-to-call, contact pop, call logging
Zoho CRM	Click-to-call, contact pop
Custom	Webhook integration

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🖥️ Accessing the Module

Navigation: Settings → CRM → CRM Integrations

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📝 Form Fields

Field	Description	Example
Name	Integration name	`HubSpot CRM`
CRM Type	System to connect	`HubSpot`
API Key	CRM API credentials	`your-api-key`
Features	Enabled features	(see below)
Enabled	Integration is active	`Yes`

Available Features

Feature	Description
Contact Pop	Show caller info on incoming
Click-to-Call	Dial from CRM contact
Call Logging	Log calls to CRM
Create on Miss	Create lead on missed call

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🚀 Practical Example

HubSpot Integration

Get HubSpot API key from your HubSpot account
Create integration:

- CRM Type: HubSpot

- API Key: your-key

- Enable: Contact Pop, Call Logging

Install browser extension for click-to-call

Now:

Incoming calls show HubSpot contact info
Calls are automatically logged in HubSpot
Click phone numbers in HubSpot to dial

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💡 Tips

TIP

Test with one user first: Verify before rolling out.

TIP

Train staff: Make sure team knows the features.

TIP

Review call logs: Verify data is syncing correctly.

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Extensions — User configuration
Caller ID Lookup — Contact lookup

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← Previous: CDR Settings