Linking your Ringover users to your CRM allows you to easily synchronize data and streamline your workflows. In this guide, you’ll learn how to establish a link between your users across platforms using both automatic and manual methods.

Link Ringover users to your CRM

The user mapping setting allows you to establish a connection between your Ringover users and those registered in your CRM. There are two ways to manage this connection.

1. Set up automatic user linking

Automatically link Ringover users to simplify the setup process and reduce the administrative workload for your IT team. Users are linked automatically only if their email address used in Ringover is exactly the same as the one used in their CRM account.

1. Go to the integrations page.

2. Choose your CRM.

3. Go to the Automatic tab.

4. Automatically link users or deactivate already linked ones.

2. Manually link users

If your users have different email addresses or you prefer to manage them individually, you can easily link them manually.

1. Go to the integrations page.
2. Choose your CRM.
3. Click on Add.
4. Select the Ringover user.
5. Select the CRM account.
6. Click on Link, then click on Save.

🎉 You now know how to link your Ringover users to your CRM and can ensure your entire team is properly connected!