Insightly Integration

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  • 1
  • Idea
  • Updated 2 years ago
We are a USA Ring Central, Meetings & Glip user with 3 site locations. We use the Insightly CRM application heavily in our company and just hate that we cannot integrate with Ring Central, Meetings and Glip. Our business is quickly growing real estate services, a property developer, private money lender and legal team for real estate and trusts. We need to integrate our contacts we make through phone calls and emails and also make it easier to send those contacts emails to invite them to an online video meeting/conference through Insightly integrated with Ring Central applications. This would much more easily help us track our inbound contacts through phone and website AND keep track of what we are doing with each client via phone call and email...also helping with productivity by automatically being able to create an email with a video meeting/conference invite put into the text when chosen. Currently we have 10 users within Ring Central and we are projected to triple that number within 6 months. 
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Jennifer Mellon

  • 70 Points
  • hopeful

Posted 2 years ago

  • 0
  • 1
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Lee, Champion

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Jennifer, RingCentral has the API's available to create a CTI for your CRM. We had the same issue and had our software company work with the Development team and they were awesome. They answered every question we posted in the developer's community quickly. We use Ringcentral Phone to click to dial, email and send texts to our contacts in our CRM.
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Saadet, Employee

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Hi Jennifer, you can check out our Developer Community here