How to connect Ringover with Mercury

Mercury is built on Microsoft’s Dynamics 365 CRM platform to give you the finest technology from Microsoft, packaged specifically for recruitment and staffing.
With the Ringover integration for Mercury, you will be able to:

• Make calls in one click from Mercury
• Automatically log outbound and inbound call activities, with notes and tags
• Automatically log SMS and whatsapp activities
• Synchronize your contacts (clients, contacts, applicants) between Mercury and Ringover
• Access call recordings, voicemails and call transcriptions in customer profiles
• Log call summaries and next steps if Empower is enabled

Prerequisites:
- You need a Ringover Business account 💳 to take advantage of the phone system integration for Mercury
- This integration must be performed by a Ringover account administrator 👨‍💼 with Dashboard access.
- This integration must be performed by a Dynamics account administrator 👨‍💼.

Step 1: From your Ringover Dashboard

💻 Make sure you are already connected as the admin of your Mercury account.

Then go to https://dashboard.ringover.com/integrations and click “activate” across from “Mercury”:

Enter your Mercury environnement’s subdomain in the form:

Step 2: Customize the integration

For more information on the configuration, check out our dedicated section "How to configure your tool?"

Step 3: Install the Ringover extension

Please install the Ringover click-to-call extension.

You can now click on the main phone numbers in Mercury, to make your calls with Ringover.
Your activities will automatically be logged on the contact's timeline and on the Activities page.