RingCentral

RingCentral is a cloud-based communication platform that provides businesses with tools for voice calls, team messaging, video conferencing, and more.

With the help of the RingCentral Widget in OnePageCRM, users can quickly integrate their CRM account with RingCentral and easily review the call history that is connected to contacts saved in the CRM.


  • You need a RingCentral to connect it to OnePageCRM.
  • Only  Account Owner or Administrators can configure and manage the integration.

In this article:



Enable/Disable the RingCentral Widget

1
Click on your User/Profile icon (top right-hand corner) → select Apps and Integrations under Communication Apps click on RingCentral → click on Install.

Apps and Integrations page | RingCentral


2
On the Configuration tab click on Connect to RingCentral.

Connect to RingCentral


3
Log into your RingCentral account and permit OnePageCRM to display the data in the RingCentral Widget on the contact page.

Find/Use the RingCentral Widget

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1
Open a contact → scroll down to the RingCentral widget above the Contact Timeline → click on it to expand.

Click on the RingCentral widget to expand it.


2
Once expanded, it will display:

  • Date - Date and time of the call
  • Call type - Inbound, Outbound, or Missed Call (Voicemail if left) and a phone number used
  • Duration - Call duration

    • Expanded RingCentral widget with the data


    💡 The widget will display contact-specific data for the first phone number at the top saved with this contact.

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