Build Chrome extension for CRMs with RingCentral Embeddable widgets
About RingCentral Embeddable widgets
RingCentral Embeddable widgets is a powerful tool for CRMs, its core power is add click-to-call function, around this core function, it can extend and enhance CRM’s communication workflow. It can be integrated into CRM sites, even without official support, developer can still do the integration through building chrome extension.
Advanced Features of these extensions could provide
My colleague Embbnux Ji has a tuturial: Building Chrome Extension Integrations with RingCentral Embeddable, with this tutorial, we could create basic Chrome extension for any site with RingCentral Embeddable.
For CRM sites, we may want to add more advanced features, like click-to-call buttons/links and all the third party features of our ringcentral-embeddable supported:
- For CRM contact list, extension could add hover-to-show tooltip to show click-to-call button.
- For CRM contact info page, extension could add click-to-call button in proper positions.
- For CRM contact phone number text, extension could convert them to click-to-call link.
- Sync CRM contacts to our widgets after user authorization.
- Sync call log to CRM automatically or manually.
- Check CRM contact activities from our widgets.
- Show CRM contact info panel when inbound/outbound call with CRM contact.
We have a video to show how the extension for hubspot works.
Create extension with CLI tool
To minimize the effort to create these extensions, we created the CLI tool: ringcentral-embeddable-extension-factory
Use CLI tool to init a extension project will be like this:
# make sure you have npm@5.2+ installed
npx ringcentral-embeddable-extension-factory my-app
Then just follow the instruction inmy-app/README.md to build, test and develop the extension.
We have a demo video to show this process.
As you can see, before setting proper config/functions, it will work as a Embeddable widgets only, if you are satisfied with this, it is already done! If you want the extension to do the listed features above, you need more work to get there. Our tutorial and examples would be a good place to start.
The Tutorial
We have a detailed tutorial to walk through the process of creating Chrome for CRM with RingCentral Embeddable widgets.
Realworld examples
You may get some ideas from these codes.
- pipedrive-embeddable-ringcentral-phone (spa)
- hubspot-embeddable-ringcentral-phone (spa)
- insightly-embeddable-ringcentral-phone (spa)
- redtail-embeddable-ringcentral-phone (non spa)
That is it. We would like to see RingCentral Embeddable widgets extension + CRM to give some “super power” to CRM communication with contacts.
