In sales, every click counts. The Pipeliner CRM + RingCentral integration eliminates the friction between identifying a prospect and making the call. Turn every phone number inside Pipeliner CRM into an instant communication launchpad. Accelerate your outreach, reduce dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. entry, and focus on what you do best: closing.

Your Daily Sales Power-Up: The RingCentral Advantage in Pipeliner CRM

Instant Click-to-Dial Power

Launch calls directly from any contact or accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. record in the Pipeliner CRM Web App. This is the ultimate sales accelerationSales Acceleration Sales Acceleration is the act or practice of speeding up the sales process using tools and technologies that improve the productivity and efficiency of sales professionals. tool. Say goodbye to copying, pasting, and misdials. By enabling Click-to-Dial CRM functionality, you maximize your team’s outreach volume and minimize wasted seconds.

Unified, Frictionless Workflow

Keep your entire communication flow within the Pipeliner CRM ecosystem. The RingCentral widget is embedded right where your team works, providing a complete CRM telephony integration. This dramatically reduces context switching, a notorious productivity killer. When you leverage the Pipeliner CRM RingCentral integration, you are investing in maximum sales efficiency.

Future-Proof Sales Stack

Don’t settle for disjointed tools. Leverage two best-in-class platforms working in perfect harmony. This integration offers a clean, fast embedded sales tool designed for modern, agile sales operationsSales Operations Sales Operations is a collection of aligned business processes, strategic implementations and other activities aimed at achieving organizational goals, specially in the areas of sales revenue, market coverage and growth.. This means you get a powerful, cloud-based solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. that scales with your growth.

Frictionless Communication in Three Simple Steps

The RingCentral Embedded Widget is designed to make outreach effortless:

  1. See a Number: View any contact’s or leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity.’s phone number within the Pipeliner CRM Web App.
  2. Click to Connect: Click the phone number to connect. Pipeliner CRM instantly launches the RingCentral widget.
  3. Start the Conversation: The number is pre-populated in the “To:” field, and the call begins. You’re talking while your competitors are still switching tabs.

Ready to Integrate? Here’s What You Need:

We make it easy to deploy this powerful tool across your sales team.

  • Pipeliner CRM Requirement: An active Pipeliner CRM subscription.
  • RingCentral Requirement: A current RingCentral account.
  • Activation: This is a chargeable add-on, meaning it’s a premium tool built for serious sales teams.

Take the Next Step to High-Speed Sales:

Ready to upgrade your outreach? Contact your dedicated Pipeliner CRM Account Manager today to discuss pricing and instantly activate the RingCentral integration through the Pipeliner CRM Automation Hub.

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Frequently Asked Questions (FAQ)

Integrating RingCentral with Pipeliner CRM creates a unified communication and data environment, leading to massive efficiency gains:

  • Increased Productivity: Features like Click-to-Dial eliminate manual number entry, reducing time spent on administrative tasks and increasing the number of outreach attempts per hour.
  • Superior Data Quality: Calls, messages, and voicemails can be automatically logged as activities within the associated contact or account record, ensuring a complete and accurate history (a “single source of truth”) without requiring manual data entry from sales reps.
  • Enhanced CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Experience: For incoming calls, the system can instantly trigger a screen-pop with the caller’s 360° view, preparing the sales rep for a personalized and informed conversation.

The Pipeliner + RingCentral integration utilizes the RingCentral Embedded Widget. When you are viewing a contact or lead record in the Pipeliner Web App:

  1. The phone number is made clickable.
  2. Clicking the number instantly launches the embedded RingCentral widget.
  3. The widget automatically populates the dialerDialer Dialer is a computer software, application or electronic device that automates the process of making phone calls. with the correct number and initiates the outbound call.

This streamlined process allows sales reps to stay focused inside the CRM interface, dramatically improving workflow and sales call efficiency.

While the Pipeliner integration specifically highlights the core Click-to-Dial functionality, RingCentral’s platform generally supports a wider range of unified communication features when integrated with a CRM, including:

  • Automatic Call Logging: Syncing call details (duration, time, status) to the contact activity history.
  • In-App SMS/Text MessagingMessaging Messaging is the process of communicating your brand’s value proposition, the benefits you offer, and the perceived meaning of such communication among your target audience.: The ability to send and receive business texts directly from the CRM interface (depending on specific RingCentral plan capabilities).
  • Performance Reporting: Allowing sales managers to track and analyze call volume and performance metricsMetrics Metrics  are quantities that are measured and used to: based on data synchronized with the CRM.

No. The RingCentral Integration is a chargeable add-on that is deployed through the Pipeliner Automation Hub. It is an optional, premium feature designed for sales teams who require specialized tools to maximize call volume and workflow efficiency.

To understand the specific costs and activate this powerful tool, you must contact your Pipeliner Account Manager.

To successfully enable and use the Pipeliner RingCentral integration, your organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). requires two core components:

  • An active Pipeliner Cloud subscription.
  • A fully provisioned RingCentral account.

Once both accounts are in place, the integration can be requested and activated via the Admin Module within the Pipeliner Automation Hub. Users must typically use an up-to-date web browser (like Chrome or Edge) to ensure the embedded widget functions correctly.

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