Community Forums/Knowledge Base/CRM

Ringio Batchbook CRM Integration

Jon Yu
posted this on November 10, 2011 04:06 pm

Ringio CRM Integration with Batchbook CRM

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What it does

  • Syncs your contacts from Batchbook CRM into Ringio
  • Ringio keeps a log of all the phone calls from / to that contact
  • All the Ringio users can access the CRM data
  • Whenever you receive a call, quickly open the Batchbook CRM webpage for the contact who is calling you

See a big version of this screenshot

ringio_batchbook_crm_integration.png

Watch a demo (Zero to sixty in less than 8 minutes):

Notes:

Batchbook is a beta connector in OneSaas.  As such, only contacts are integrated at the time of writing.

Wanna try it? For setup and frequently asked questions, see Batchbook CRM Setup Instructions here.