CRM integration with Smart Office by Ebix

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thomas-peterson3066 asked Sep 8, '16 benjamin-dean answered Sep 9, '16

CRM integration with Smart Office by Ebix

Hello, I am trying to integrate Call Central with my CRM which is "Smart Office powered by Ebix". I am told Smart office is TAPI compliant. From here, how am I able to integrate the two? Someone from Smart Office mentioned getting a TAPI driver from Ring Central is this true? Please advise. Thank you

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Using the RingCentral Phone for Desktop, you can dial or receive test calls, send and receive test SMS or Fax messages in your sandbox environment.

Download RingCentral Phone for Desktop:

Tip: switch to the "sandbox mode" before logging in the app:

On MacOS: press "fn + command + f2" keys
On Windows: press "Ctrl + F2" keys

Answer 1 · 2016-09-08T20:44:40Z

bjsvec answered Sep 8, '16

TAPI is very old and makes me think of Windows XP :) If it is possible at all it would be a very kludgy and difficult integration I suspect. What exactly are you expecting from an integration? Just click to dial? Something else?

How tied into this CRM are you? Maybe consider moving to SalesForce that has a pretty solid integration with RingCentral?

If you are really set on trying to do this and willing to pay for it I can suggest contacting https://www.tenfold.com/ to see if they can help.

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Answer 2 · 2016-09-08T21:11:10Z

thomas-peterson3066 answered Sep 8, '16

Thanks for the response Brandon. I believe we are just looking for the click to dial function through a contact page or profile, we don't need a very high level of integration at least not to the point where we would want to have anything built out. Please let me know if it is possible/easy just to get the click to dial function. Thanks

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Answer 3 · 2016-09-08T21:22:47Z

bjsvec answered Sep 8, '16

In that case, do you use the RingCentral desktop app? If yes, you can highlight a number and then press a hotkey to dial. Check settings > hotkeys in your desktop app. If you don't use the desktop app what type of desk phones and are they purchased from RingCentral?

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Answer 4 · 2016-09-09T13:44:46Z

thomas-peterson3066 answered Sep 9, '16

Thanks, I just figured out the Hotkey feature this is exactly what I was looking for!

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Answer 5 · 2016-09-09T17:08:40Z

benjamin-dean answered Sep 9, '16

Thanks Brandon!

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