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Prerequisites

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How to Install the Connector

Installation Process

1. Sign in to the targeted Creatio instance (https://www.creatio.com/?lang=en). If you are the new user you can request access to the trial version here – https://www.creatio.com/trial/creatio 
   

2. Open the [System designer] section by clicking 

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    in the top right corner of the application window.

3. Go to the [Installed Applications] section. 

4. Click the [Add Application] button, and select the [Choose from Marketplace] option to open Creatio Marketplace (Fig.1).
   
   Fig.1. Adding the application from the Installed Applications section
   

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5. Enter the "RingCentral connector" in the search field and click on the application to install the connector (Fig.2).
   
   Fig.2. Choosing the RingCentral connector on Creatio Marketplace
   

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6. Sign in to Creatio Marketplace and click [Install].

7. The installation page with the domain name will open. The domain name is predefined if you are signed into Creatio as an admin. Click the [Install] button and you will be taken to the Application Installation page.

8. Click the [Install] button (Fig.3). Users get a free 14-day trial license for 5 users which you can distribute later. 

   Fig. 3.  Installing the RingCentral and Kazoo VoIP Connector for Creatio
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9. Once you finish installation, the application will appear in the [Installed Applications] section.

10. То configure the workplaceaccording to the business process requirements ( f.e. adding Calls section), please visit the following Creatio guide: https://academy.creatio.com/docs/user/customization_tools/appearance_customization/workplaces/set_up_workplaces