RingCentral

The RingCentral integration enables SalesExec users to place outbound calls directly from the CRM interface using their RingCentral account.

Source Type:
Telephony

Delivery Format:
API

Integration Type:
Click-to-Dial

Website:
RingCentral Website

Overview

The RingCentral integration enables SalesExec users to place outbound calls directly from the CRM interface using their RingCentral account. This integration streamlines the calling process, allowing sales reps to click a phone number in SalesExec and have RingCentral connect the call through their desk phone or softphone, improving efficiency and reducing manual dialing errors.

How It Works

Each user enters their RingCentral credentials (username, password, from number, caller ID) in SalesExec settings.
When a user clicks to dial a lead, SalesExec calls /Members/User/DialRingCentral?number={phone}.
The system builds a ring-out URL and issues a JSONP request to https://service.ringcentral.com/ringout.asp with the user's credentials and the target phone number.
RingCentral connects the call between the user's device and the lead.
Enabling RingCentral disables other phone integrations (Nextiva, Skype, SIP, Cisco WebDialer) to avoid conflicts.

Benefits

Click-to-Dial: Initiate calls instantly from lead records, saving time and reducing errors.
Seamless Integration: Use your existing RingCentral account and devices.
Improved Productivity: Streamline outbound calling workflows for sales teams.
Conflict Prevention: Automatically disables other softphone integrations when enabled.

Auth and Settings

Setting	Description
Username	RingCentral username (per user, required).
Password	RingCentral password (per user, required).
From Number	The phone number to originate the call from (per user, required).
Caller ID	The caller ID to display to the recipient (per user, required).

Data Exchange

Outbound (SalesExec → RingCentral)

Action / Endpoint	Description
`/Members/User/DialRingCentral?number={phone}`	Initiates a click-to-dial request from SalesExec.
`https://service.ringcentral.com/ringout.asp`	RingCentral ring-out endpoint. Receives user credentials, from, caller ID, and target phone number via JSONP.

Outbound Fields

Field	Description
username	User's RingCentral username.
password	User's RingCentral password.
from	The phone number to originate the call from.
clid	The caller ID to display.
to	The lead's phone number to call.
prompt	Set to 1 to prompt the user before connecting.

Inbound (RingCentral → SalesExec)

None

Note
Enabling RingCentral disables Nextiva, Skype, SIP, and Cisco WebDialer integrations to prevent conflicts. No inbound webhooks or call logging is performed by this integration.

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