The Ringover integration in the Salesforce CRM allows you to:
- Synchronise your Salesforce contacts in RingOver
- Make/receive calls directly from the Salesforce interface
- Have a log of all calls and texts in your client files
- Listen to recorded conversations (you must have activated the option in your Ringover account beforehand)
- Listen to voicemails left by your clients
- Synchronise your notes/comments
- Synchronise your tags
The integration happens in 5 steps
Step 1: Linking your Ringover and Salesforce accounts
Step 2: Choose which types of calls you want logged in your client files
Configure the settings of the integration to fit your needs :
Step 3: Configuring the “call center” in Salesforce
Open the Setupmenu in Salesforce
Then open the sub-menu “Call center”
Click on “Ringover Call Center CTI Adapter”
Download this XML file.
Click on Import :
Click on "Choose File":
Select the previously downloaded XML file:
Then click on Import:
Click next on “Manage call center users”
Then click on “Add more users”
Click on “Find”
Select the users and click on "Add to Call center"
The users added here can now use the RingOver application
Step 4: Adding the Ringover app to the toolbar
Still in the configuration menu, go to “Applications management”
Select the application to which you wish to add Ringover; here in our example we’ve chosen “Sales” (be sure to choose a “Lightning” application) and click “Modify”
Click on “Toolbar”
Then “Add”
Select “Telephone Open CTI Software”
Change the name by “Ringover” and click “Save”
That’s it, the integration is complete! Ringover will now appear in your toolbar 🎉
Thank you !
We are processing your contact request and will get back to you as soon as possible.
Thank you ! We are processing your contact request and will get back to you as soon as possible. Back to Ringover
Your privacy is important to us
Ringover cookies are used to personalize content and ads, provide social media features ,and analyze traffic. We also share information about your use of the website with our social media, advertising and web analytics partners, who may combine it with other information you have provided to them or that they have collected from your use of their services. You can withdraw your consent at any time by clicking “Manage cookies” at the bottom of our website. Cookie policy.
Refuse all
Personalize
Accept and close
Cookie preferences
Essential cookies
Experience and relations
Statistics and audience
We use these cookies to ensure the correct function of the site. Essential cookies allow you, for example, to sign in to and navigate our site securely. They also allow us to keep your account secure and prevent fraud.
These cookies allow us to detect problems with the experience on our site and improve our client relations. They are harmless to you and your data.
To best serve you, we need to evaluate the efficiency of our work. We therefore use specialized cookies to measure criteria on our visitors.