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Using Ring.io with a CRM

Using Ring.io with a CRM

Connecting Ring.io with your CRM

By Stan1 author21 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