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Using Ring.io with a CRM
Using Ring.io with a CRM
Connecting Ring.io with your CRM
By Sam
1 author
21 articles
Hubspot
Connecting Ring.io to a HubSpot account
Click to Call from HubSpot
How to use the Ring.io Power Dialer with HubSpot CRM
Dialing out of the Task Module in HubSpot
Dialing out of the Company Module in HubSpot
Using HubSpot to trigger Outbound Calls using Custom Actions
Ring.io + HubSpot Workflows
Zoho
Connecting Ring.io to a Zoho account
Click to Call from Zoho
How to use the Ring.io Power Dialer with Zoho CRM
Dialing out of the Leads Module in Zoho
Disabling Zoho CRM pop-up
Pipedrive
Connecting Ring.io to a Pipedrive account
How to use the Ring.io Power Dialer with Pipedrive CRM
Click to Call from Pipedrive
Add contacts to a Power Dialer session from the Pipedrive Tasks Module
Salesforce
Connecting Ring.io to a Salesforce account
How to use the Ring.io Power Dialer with Salesforce CRM
Managing your CRM account
Multiple Phone Icons Displaying in CRM
Linking the CRM user to a Ring.io user
Deauthorizing the CRM from Ring.io
