Streamline phone operations by connecting Filevine with RingCentral. The RingCentral integration automates call logging, voicemail transcription, and tasking of follow-up calls. Centralize communication and gain control of phone activity.
RingCentral is a paid integration. If you are interested in the RingCentral integration, reach out to your account manager or email email@example.com to learn more.
What is the RingCentral Integration?
RingCentral allows you to templatize notes, tasks, and collection items to include the call details you need, like call duration. Voicemail transcripts are automatically generated and included in notes and tasks, so you can take action more quickly without interrupting your work.
Missed calls can be automatically logged in a client’s project, so you can provide accurate and timely follow-up. You can even view voicemail transcriptions in your Filevine tasks to save time and increase clarity.
When you take a call from a client, it can be added as a note to their project, creating a complete history of your correspondence, including details like call time duration.
You can automatically create a note in a client’s Filevine project when you give them a call, so that you never need to log activities manually.