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CRM integration with Smart Office by Ebix

Tags: integrations

Sep 8, 2016 at 12:43pm • 5 replies • 0 likes

thomas-peterson

Hello, I am trying to integrate Call Central with my CRM which is "Smart Office powered by Ebix". I am told Smart office is TAPI compliant. From here, how am I able to integrate the two? Someone from Smart Office mentioned getting a TAPI driver from Ring Central is this true? Please advise. Thank you

5 Answers

benjamin-dean answered on Sep 9, 2016 at 10:08am

Thanks Brandon!

thomas-peterson answered on Sep 9, 2016 at 6:44am

Thanks, I just figured out the Hotkey feature this is exactly what I was looking for!

bjsvec answered on Sep 8, 2016 at 2:22pm

In that case, do you use the RingCentral desktop app? If yes, you can highlight a number and then press a hotkey to dial. Check settings > hotkeys in your desktop app. If you don't use the desktop app what type of desk phones and are they purchased from RingCentral?

thomas-peterson answered on Sep 8, 2016 at 2:11pm

Thanks for the response Brandon. I believe we are just looking for the click to dial function through a contact page or profile, we don't need a very high level of integration at least not to the point where we would want to have anything built out. Please let me know if it is possible/easy just to get the click to dial function. Thanks

bjsvec answered on Sep 8, 2016 at 1:44pm

TAPI is very old and makes me think of Windows XP :) If it is possible at all it would be a very kludgy and difficult integration I suspect. What exactly are you expecting from an integration? Just click to dial? Something else?

How tied into this CRM are you? Maybe consider moving to SalesForce that has a pretty solid integration with RingCentral?

If you are really set on trying to do this and willing to pay for it I can suggest contacting https://www.tenfold.com/ to see if they can help.

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