Ever felt like you’re spending more time switching between apps than actually getting work done? You’re not alone. According to a Harvard Business Review study, workers toggle between apps and websites 1,200 times a day!
With the RingCentral and HubSpot integrations, we’ve imagined a world where your CRM and business communication system work seamlessly together – no productivity-killing toggling needed. That’s the magic of integrating RingCentral with HubSpot.
Why HubSpot and RingCentral Are a Perfect Match
HubSpot, a leading CRM platform, and RingCentral, where AI meets trusted communications, come together to create a powerful tool for sellers, marketers, and agents. This integration ensures that all communication and CRM functionalities are available in one place, allowing users to focus more on their tasks and less on managing software.
How RingCentral and HubSpot Integrate
As RingCentral and HubSpot have expanded their product offerings to cater to various user needs, their integrations have also advanced. RingCentral RingEX, RingCentral RingCX, and RingCentral Events can all integrate with HubSpot, delivering significant value to sellers, marketers, and agents. Let’s explore the features and benefits of each integration:
RingEX for HubSpot
- Call Controls: Leverage RingCentral’s calling capabilities to answer inbound and make outbound calls without ever leaving HubSpot.
- Message Hub: Access all your RingCentral text messages, voicemails, and faxes from one centralized location.
- Click-to-Call and Click-to-SMS: Easily call or text HubSpot phone entries directly from your browser or the RingCentral Chrome extension.
- Instant Screen Pop: When a call comes in, RingCentral for HubSpot instantly identifies the caller using the corresponding HubSpot record. If no record exists, you can easily add a new contact.
- Server-side text logging: Support logging a message as an activity under several associations, such as a contact, company, active deals or tickets either automatically or manually. The app can log new texts received to your HubSpot record even when you are offline.
RingCX for HubSpot
- Omnichannel Customer Engagement: Manage inbound voice calls, live chat interactions, and more directly from HubSpot, providing agents with a comprehensive view of the customer journey.
- Tight Integration with HubSpot CRM Data: Quickly identify customers for personalized experiences and efficiently create or update tickets for faster after-contact work.
- Easy to Deploy and Use: Prebuilt integration deployable in hours, not weeks. Accessible via any browser on Windows or Mac, with no software installation required.
RingCentral Events for HubSpot
- Capture Registrations and Generate Magic Links: Easily import registrations from HubSpot to RingCentral Events to automatically generate magic link invites.
- Track Registrant Progress: Monitor session attendance and registration status for virtual, hybrid, and in-person events, enhancing custom workflow actions and email sequences. Export this data to custom objects in HubSpot for easier segmentation and interpretation.
Delivering exceptional customer experiences with a seamless integration
The integration between RingCentral and HubSpot offers a robust solution for businesses looking to streamline their workflows and enhance productivity. By combining the powerful features of both platforms, users can enjoy a seamless experience that supports better communication, efficient customer engagement, and insightful analytics. Whether you’re a seller, marketer, or agent, this integration is designed to meet your needs and help you achieve your business goals.
Originally published Jul 15, 2024, updated Jul 18, 2024
