Connector Installation

Prerequisites

• Admin access to the Creatio instance to install the connector

• An active account on Creatio Marketplace (https://marketplace.creatio.com/)

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 

   Open

   

    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
   
   

   Open

   

   
   
   
   

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
   
   

   
   
   
   

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
   
   
   
   

9. Once you finish installation, the application will appear in the [Installed Applications] section.

10. If after installation you do not see the Calls section in the navigation bar, please configure the workplace according to the following Creatio guide: Set up workplaces