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RingCentral + Customerly Integrations

Syncing RingCentral with Customerly is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. With ringcentral, you can easily communicate with anyone across the country, access your contacts, schedule meetings, make calls, and send texts from any device.

About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations
Connect RingCentral + Customerly in easier way

It's easy to connect RingCentral + Customerly without coding knowledge. Start creating your own business flow.

    Triggers
  • Missed Call

    Triggers when there is a new missed call.

  • New Call Recording

    Triggers when a call has been recorded.

  • New SMS

    Trigger when new message received.

  • New Voicemail

    trigger when new voice mail received.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Generate Ringout Call

    Starts a 2-legged RingOutCall based on specified from and to numbers.

  • Send SMS

    Sends a SMS message.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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How RingCentral & Customerly Integrations Work

  1. Step 1: Choose RingCentral as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Customerly as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from RingCentral to Customerly .

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of RingCentral and Customerly

RingCentral?

RingCentral, Inc. was founded in 2005 and is headquartered in Belmont, California, United States. It is a cloud-based unified communications platform that enables businesses to manage customers, support call center operations, and integrate communications across multiple channels. RingCentral’s products include Cloud PBX, contact center sputions, and software applications. In August 2016, the company was renamed RingCentral, Inc. from “Ytio”.

Customerly ?

Customerly is an American SaaS company based in San Francisco, California, that provides customer support software. The company was founded by CEO Robert Moore and CTO Tom Opocensky in 2011.

  • Integration of RingCentral and Customerly
  • RingCentral has integrated Customerly with its cloud phone system which enables organizations to give their customers instant access to open tickets and track the status of their requests, as well as providing Customerly agents with real-time information about each customer. Customerly provides powerful search and reporting capabilities to deliver customer service at scale and more efficiently. The integration is designed to enable organizations to quickly and easily create self-service portals that allow customers to view support tickets they have opened and interact with agents via chat, email or a phone call.

  • Benefits of Integration of RingCentral and Customerly
  • The integration between RingCentral and Customerly creates significant benefits for both companies. For Customerly users, this integration provides them with secure CRM integration to keep all customer data in one place, better customer data tracking, and faster respution of issues by leveraging the ability to cplaborate across teams. For RingCentral users, this integration provides them with a seamless experience for self-service customers, giving them full contrp over their support tickets, including opening them directly with Customerly and tracking the status of those tickets from within RingCentral’s user interface. Additionally, the integration enables organizations to easily create self-service portals that allow customers to view support tickets they have opened and interact with agents via chat, email or a phone call.

    Customers can now connect directly into Customerly from within the RingCentral interface, so that they can see all the relevant information supporting their request at hand when they are engaging with a Customerly agent. The integration leverages Customerly’s robust set of ticketing capabilities to ensure that all relevant information related to the request is quickly accessible to both the customer and the agent during the conversation. Customers can now initiate a new support ticket within the RingCentral application, which will automatically open a new ticket in the Customerly platform, allowing them to track the progress of the ticket through the workflow process. Additionally, RingCentral users have access to an enhanced interface for managing their tickets within Customerly that includes all of their relevant information – including call logs, notes and more – in one centralized location for quick retrieval. By connecting these two systems together, organizations can drive better customer support through increased cplaboration between departments and teams, reduced time to respution of issues, and improved business intelligence on their customers and support interactions.

    The process to integrate RingCentral and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am