Ideas to put to work
Phone contacts and users that match your client list and your team.
Phone contacts matched to the CRM
Sofia compares Salesforce contacts with RingCentral and, with your approval, creates the missing contacts so client calls are recognized.
Users matched to the HR system
Sofia compares RingCentral users with employees in BambooHR and, with your approval, adds new joiners and removes leavers.
Contact directory clean-up
Sofia reads your RingCentral contacts and lists duplicates and incomplete entries for you to fix.
What Sofia can do with RingCentral
Sofia reads and keeps current
- Contacts
- Users
Sofia does, with your approval where you want it
- Create a contact
- Look up company details
- Add or remove a user
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- SalesforceCRM for accounts, contacts and sales pipeline
- BambooHRHR system for employee records and time off
ZoomVideo meetings and webinars- FirefliesAI notetaker that records and transcribes meetings
- GongRecords and analyzes sales calls
- GranolaAI meeting notes app
AircallCloud phone system for teams- AvomaAI meeting assistant and conversation intelligence
Let Sofia keep RingCentral current
Score your firm in three minutes, or talk to our team.