RingCentral is a leading provider of cloud-based business communication and collaboration solutions. They offer a unified communications platform that includes voice, video conferencing, messaging, and contact center solutions.
Getting started
- You must have an active subscription with RingCentral's RingEX product to use this integration.
- You will need to have Admin-level permissions to authorize this integration.
- CallRail's integration requires you to sign in using your RingCentral Super Admin login. If you do not have Super Admin credentials in RingCentral, you will need to contact your Super Admin to activate this integration. You can find your RingCentral super Admin by going to your RingCentral account and viewing your User List.
Integrating with RingCentral
From your CallRail homepage:
- Select Settings.
- If you have more than one company in your CallRail account, you will need to select one to continue.
Select Integrations.
- If you have more than one company in your CallRail account, you will need to select one to continue.
- Select RingCentral.
- From the RingCentral integration screen, select Authorize.
- A popup window will appear with RingCentral's login screen. Log in to RingCentral with your credentials and select Authorize.
Once setup is complete, you will have the option to ingest outbound call data from RingCentral This will show outbound calls that happen in RingCentral on their CallRail call log. In this case, the agent’s name will always show as “RingCentral.”
How CallRail sends data to RingCentral
- Incoming calls from a call tracking number will come to CallRail.
- CallRail will then forward the call to an agent's direct number in RingCentral.
- Agents will be able to view the call attribution data on the incoming call in RingCentral.
An example of this attribution can be seen in the screenshot below.
Outbound calls from RingCentral will appear in your CallRail call log, with the agent's name listed as RingCentral. An example of this can be seen in the screenshot below.
Deactivating the RingCentral integration
From your CallRail homepage:
- Select Settings.
- If you have more than one company in your CallRail account, you will need to select one to continue.
- Select Integrations.
- Select RingCentral.
- Select Deactivate.
Frequently asked questions
Will my data be transferred? What happens to my existing data?
Your existing CallRail data will continue to be in CallRail, and any new data from RingCentral will be ingested into CallRail.
How do I know what RingCentral plan I am on?
Your plan and usage can be found in your RingCentral account. More information can be found in this RingCentral help article.