Team RCS,
Our company is considering RC, and I am delving into the possibility of integrating RC with our CRM solution, using their API (leveraging Lambda/Dynamo for optimized performance) to streamline and enhance our callflow.
Here's the flow we're envisioning:
- Our RC phone system prompts the caller to input specific information, such as an access code.
- This input triggers a process to fetch relevant customer data from our CRM system.
- Based on the input:
- Our app matches the caller with existing data within RingCentral.
- Initiates the creation of a new customer profile within RC from the CRM, if no matching record is found in RC.
- The system transfers caller to another phone # IF the access code typed cannot be matched in the CRM
Could you please provide insight into whether your system supports such integration? Specifically, Real-Time Call Data Integration API.
Any documentation you could point me towards would be greatly appreciated.
Thank you for your time and assistance. I look forward to your response!
Jacob
