Ringotel

After setting up integration in the Ringotel admin portal, please advise the users to follow these steps :

Users will need to re-login to their apps (or click “Reload objects” in the desktop app settings), then navigate to the Contacts tab and select the configured CRM integration, e.g. “HubSpot.”

1. Users will need to re-login to their apps (or click “Reload objects” in the desktop app settings), then navigate to the Contacts tab and select the configured CRM integration, e.g. “HubSpot.”

2. They will be directed to the CRM webpage, where they will need to log into their CRM account.

3. This will finalize the integration for each specific user.

<b>How multiple CRM integrations work in a single organisation?</b>

We do not recommend having more then one CRM integration active on the organization as it can lead to inconsistent behaviour during CRM contact lookup and call logging in CRMs. 

Troubleshooting CRM integrations

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Troubleshooting CRM integrations

Calls are not populated in CRM

How multiple CRM integrations work in a single organisation?