question

tleaver76 avatar image
tleaver76 asked tt2 answered

Sync contacts with a CRM (SugarCRM)

While Callinize looks great for intensive applications, is there an elegant way to just sync SugarCRM contacts into RingCentral? This would be very helpful but we couldn't justify the per user cost of an additional service just for this

getting started
1 |3000

Up to 8 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.

1 Answer

tt2 avatar image
tt2 answered
There are really three options we recommend:

        If you are interested in developing a syncing app for SugarCRM please visit our Developer Portal

        Either use Callinize today or soon to be released other 3rd party apps that will keep your contacts in sync between SugarCRM and RingCentral

        As a work-around you can export all your contacts from SugarCRM into a .CSV file and then import them into RingCentral. You can repeat this process periodically but it would not be an automated sync of contacts between the two systems. (Here is an article describing how to export from SugarCrm: Click here and an article about importing into RingCentral: Click here)

1 |3000

Up to 8 attachments (including images) can be used with a maximum of 1.0 MiB each and 10.0 MiB total.

Developer sandbox tools

Using the RingCentral Phone for Desktop, you can dial or receive test calls, send and receive test SMS or Fax messages in your sandbox environment.

Download RingCentral Phone for Desktop:

Tip: switch to the "sandbox mode" before logging in the app:

  • On MacOS: press "fn + command + f2" keys
  • On Windows: press "Ctrl + F2" keys