COMING SOON
Overview
The Captivo integration for ConnectWise connects your RingCentral phone system directly with your ConnectWise instance and all installed apps, so every call your company makes or receives is automatically matched to the right contact and logged against the right record — without anyone having to do it manually. What it does:- Surfaces the matching ConnectWise contact when a call comes in or goes out
- Automatically logs call activities against the correct record within the installed app, including duration and notes
- Lets you add call notes from directly within the RingCentral dialer
- Uses AI transcriptions to summarise conversations and extract tasks
- Outbound calls directly from ConnectWise
Requirements
Before you begin, make sure you have:- An active RingCentral account with App Connect access
- An active ConnectWise subscription with access to API key generation in settings
- Google Chrome or Microsoft Edge browser.