Overview
The RingCentral integration with Dazos CRM helps behavioral health and admissions teams manage communication more effectively. By automatically logging calls and creating leads, the integration ensures that every client interaction is tracked inside your CRM.
When to Use / Why It Matters
Behavioral health centers rely heavily on timely communication. By connecting RingCentral with Dazos CRM, teams can:
• Reduce manual data entry by automatically logging calls.
• Ensure no lead slips through the cracks with automatic lead creation.
• Maintain a full history of calls tied directly to leads and accounts.
This makes admissions workflows smoother, improves communication tracking, and supports quicker response times.
Details / Main Content: What the Integration Includes
Inbound & Outbound Calls
• All calls made or received through RingCentral are logged in Dazos.
• Call details appear under the Call Log Module and in the Activities Related Object Ribbon within the Lead or Account.
Automatic Call Logging
• No more manual entry—Dazos automatically records call details for a complete communication history.
Lead Creation from Calls
• New inbound calls can automatically generate leads in Dazos, helping ensure that potential clients or referral sources are captured.
Workflow Overview
A call (inbound or outbound) is made using RingCentral.
The integration pushes the activity into Dazos CRM.
Dazos logs the call under Call Logs.
If the caller is new, Dazos can automatically create a lead.
Scope of Features (What to Expect)
The integration currently covers:
• Inbound call logging
• Outbound call logging
• Lead creation from calls
Not Included Yet: Click-to-call from within Dazos, screen pop-ups, and advanced call analytics.
Why It Matters for Behavioral Health
• Better Communication Tracking: Calls are automatically tied to client records.
• Faster Response Times: Leads are created instantly from inquiries.
• Streamlined Admissions: Teams can review call histories to follow up effectively.
This ensures every call is captured and used to support client care and admissions.
The RingCentral–Dazos CRM integration delivers the essential tools needed to keep communication organized: inbound and outbound call logging and lead creation. While it doesn’t yet include advanced telephony features, it lays a strong foundation for behavioral health teams where every call matters.
For instructions to integrate Ring Central with your Dazos CRM, please check the following article: How To Authorize and Integrate RingCentral with Dazos CRM