RingCentral

RingCentral is a cloud-based unified communications platform that provides messaging, video conferencing, voice calling, and collaboration solutions for businesses. It integrates phone, messaging, video, and collaboration tools into a comprehensive communication system that is accessible across devices. RingCentral is widely used by businesses across industries to streamline workflows, improve team interactions, and enable remote work. It includes advanced features such as call routing, analytics, integrations with third-party tools, and customizable workflows, making it suitable for modern businesses seeking seamless communication.

Frends can integrate with RingCentral to connect it to other business systems, automate communication workflows, and enhance collaboration. By linking RingCentral with customer relationship management (CRM) platforms, enterprise resource planning (ERP) systems, and other applications, businesses can improve operational efficiency and create a unified communication ecosystem.

Business use cases

Automate Customer Call Logging into CRM Systems

Frends can automate the process of syncing call activity from RingCentral to CRMs such as Salesforce, HubSpot, or Zoho. For example, when a sales or support call is made or received using RingCentral, Frends can automatically log the call data, including date, duration, and call notes, into the CRM under the appropriate customer record. This ensures that customer interaction data is always up-to-date across systems.

Enable Real-Time Notification Workflows

Frends can use events in RingCentral to trigger notifications in communication tools such as Microsoft Teams or Slack. For example, when a call is missed or a voicemail is left on a RingCentral line, Frends can send a notification to a predefined Slack or Teams channel, ensuring the team promptly follows up.

Automate Number Management

For businesses that frequently add or remove employees or teams, Frends can automate the management of phone numbers in RingCentral. For instance, when a new employee is onboarded in an HR system like BambooHR, Frends can automatically provision a new RingCentral extension for them and notify the IT team. Conversely, when an employee exits, their phone number and account can automatically be deactivated.

Integrate With Customer Support Systems

Frends can connect RingCentral with helpdesk or customer support platforms such as Zendesk or Freshdesk. When a customer makes a call, Frends can match the caller ID with a support ticket in the system and ensure all follow-up communication is logged against that ticket. This helps customer support teams manage inquiries more efficiently and maintain a complete history of interactions.

Sync Call Recordings with Cloud Storage

Frends can automate the transfer of call recordings from RingCentral to cloud storage systems such as Google Drive, Dropbox, or SharePoint. For instance, when a call is recorded in RingCentral, Frends can store it in a specific location in your cloud environment, making it accessible for review or compliance purposes.

Enhance Marketing Campaign Insights

Frends can integrate RingCentral with marketing platforms like Marketo or Pardot to track campaign-related calls. For example, when a call comes in from a marketing campaign phone number, Frends can sync the call details with the analytics in the marketing tool to help track ROI and refine campaign performance.

Automate Call Center Reporting

Frends can extract call center data from RingCentral, such as call volumes, response times, and agent performance, and push it to analytics tools like Power BI, Tableau, or Excel for detailed reporting. This enables call center managers to monitor KPIs in real time and make data-driven decisions to improve operations.

Streamline Voicemail-to-Email Workflows

Frends can help automate voicemail management by forwarding voicemails recorded in RingCentral to specific email inboxes. For instance, a voicemail left on a support channel can automatically be sent to the customer support team with the voicemail transcription attached, ensuring quicker responses and better tracking.

Monitor and Control Call Costs

For businesses tracking communication costs, Frends can pull billing data from RingCentral and sync it with financial management platforms like QuickBooks or ERP systems. For instance, monthly cost data can be reviewed alongside other departmental expenses, providing better visibility into communication costs across the business.

Automate Meeting Scheduling

Frends can integrate RingCentral’s video conferencing capabilities with calendars or scheduling tools like Microsoft Outlook or Google Calendar. When a meeting is created in a calendar, Frends can automatically generate a RingCentral video conferencing link and add it to the invite. This eliminates manual steps and streamlines meeting workflows.

Audit and Compliance Automation

Frends can support regulatory compliance by automating the archival of call logs, contact data, and recordings from RingCentral to compliance systems or secure storage locations. For example, for industries where a legal record of communication is necessary, Frends ensures all call-related data is archived appropriately.

Improve Customer Engagement With Omni-Channel Integration

Frends can integrate RingCentral with customer engagement tools to streamline multi-channel communications. For example, Frends can connect RingCentral messaging and calls to platforms like Intercom or CRM chat systems, ensuring that customer interactions from multiple channels are consolidated and actionable in a single interface.

By integrating RingCentral with Frends, businesses can unify their communication workflows, eliminate manual tasks, and ensure a consistent flow of information across teams and systems. This allows organizations to focus on effective collaboration, streamlined operations, and improved customer interactions.