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RingCentral

Integration by Copper

RingCentral is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone™  (MVP®) global platform.

Plan availability

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Starter

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Basic

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Professional

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Business

Made byCopper
Copper plans

Available on Professional, and Business.

RingCentral plans

Available on Standard, Premium and Ultimate Plans.

Category

Phone & Meetings

As a sales leader, we know you’re always looking for ways to increase team productivity, so why would you want your reps wasting time tracking down a phone number and manually logging calls? We integrate with RingCentral phone system so you can make and receive calls directly through Copper CRM. With Click-to-dial functionality, you will save time on mis-dialing, improve data quality and increase the accuracy of your team activity reports.

Key features:

  • Receive calls and see caller info directly in Copper CRM
  • Call someone right from Copper CRM with simple click-to-dial functionality
  • Create call notes during your call that are saved directly to the contact activity log
  • Use the activity and goals reports to track sales rep call productivity


Benefits:

  • Save time - Remove repetitive, manual and time-consuming tasks and save time on misdials with click-to-dial functionality.
  • Automate Follow-up - You can take notes while you’re on a call, and they’ll be saved to your activity log with the click of a button. Categorize these notes with the logged call and be aware of what follow-up is needed (ie: left voicemail = set follow-up call in a week).
  • Streamline workflows - Help your team stay on track by streamlining important sales processes. Having the vital tools they need in one place makes everyone’s life easier.
  • Improve reporting accuracy - Knowing that information is actually being updated in Copper CRM will keep all of your sales team’s activities in one place.

To get started, head into Copper and click Settings > Integrations. Find the RingCentral tile and click “Connect.”

Frequently asked questions

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What is CRM integration?

CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.

Are integrations included in all plans?

Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.

Are integrations available on a free trial?

Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.

I don’t see one of my preferred tools on this list. What can I do?

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I’ve built an integration with Copper. How can I be featured on this page?

If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.

How do I set up integrations in Copper CRM?

It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.

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