Click to Dial Last updated : 2nd August 2021 You can use the RingCentral app with Workbooks’ click to dial functionality. (We would recommend installing the RingCentral integration to allow you to make and receive calls within Workbooks – see here.) To get started, Continue Reading
Inbound & Outbound Calling from Workbooks Last updated : 30th July 2021 The RingCentral Integration allows Users to make and receive calls without having to leave Workbooks via a RingCentral widget. This not only streamlines the process of talking to customers, leads and other connections on your database, Continue Reading
Installation Last updated : 1st April 2025 To set up the integration, install the Telephony Integration Plugin into your Workbooks database. The integration can only be done by the System Admin. Step 1: Install the Plugin in Configuration Start > Configuration > Automation > Continue Reading
