Caller ID and optimal phone directory syncing through a RingCentral 2-way connection.
With PieSync for RingCentral, you can set up a real-time, two (2) way sync while preventing duplicates between Freshsales and RingCentral’s phone directory. The setup takes less than 5 minutes. It’s easy, secure and there’s no installation required.
-PieSync offers the only solution in the market to sync contacts data both ways, processing new and historical data in real-time.
-Create a customized configuration in less than 5 minutes. No coding required. Add conditions, actions, and map your fields.
-All contact field mappings come preset out of the box, and are customizable
-No more CSV file import/export and duplicate prevention.
You are in full control of the sync logic with rules & mappings.
-Through PieSync, all Freshsales leads and/or contacts with phone numbers sync 2-way with RingCentral. This background sync of the database is what makes caller id work.
-Alternatively, fresh callers can be added straight from RingCentral devices and be added into Freshsales as leads or contacts! -Rules & mappings help define the scope of the sync so that exactly those Freshsales attributes are populated that need to be populated.
-With PieSync, it’s easy to set up a simple one-to-one integration or a workflow spanning across multiple apps in minutes - without any technical help.
Attention: a technical maximum of 10.000 phone numbers can be stored in the RingCentral phone directory. PieSync comes with filters so you can make sure you get to include the most relevant contacts.
Set it and forget it, PieSync will take over from here. Enjoy your newfound free time! Get the most relevant customer information you need, exactly where you need it, with PieSync for RingCentral.
You can set up a one-way or two-way synchronization between Freshsales and RingCentral in just a couple of minutes.
1. Hit “Visit site to install” to create your PieSync account
2. Choose the apps you want to sync
3. Authorize RingCentral by allowing access for PieSync
4. Configure your connection by setting filters and mappings - it’s recommended you filter on contacts “with a phone number” as in the displayed screenshot.
5. Set it and forget it!
Freshsales users enjoy a 50$ discount code by signing up through this link : https://app.piesync.com/referrer/2buw3