Marketplace

RingCentral

RingCentral is a cloud phone and communications platform. Businesses use it to make calls, message teammates, and hold video meetings.

The RingCentral CRM integration logs every incoming and outgoing call with a customer on their page in OnePageCRM. Click any call in that log, and you'll see its full details.

Need to set it up? See our Help Docs.

Your call history on the Contact Page

Once the integration is set up, every RingCentral call shows up right on the contact's page. You'll see the date, whether it was inbound or outbound, the number, and the duration, all in one view.

And when you need the call itself, just click the row, and it'll open for you in RingCentral.

Learn about CRM widgets

The RingCentral widget on a OnePageCRM contact page, listing calls with their types and durations.

A CRM that shows you the whole story

Just names and email addresses aren't enough to fully understand a contact.

That's why OnePageCRM gives every contact a profile page that houses RingCentral calls, emails, notes, deals, tasks, and more. So, you only need one glance to know what's happening with each customer.

Learn about Contact Pages

A OnePageCRM Contact Page with calls, emails, notes, meetings, and deals in one view.

End every call with a next step

After every RingCentral conversation, OnePageCRM helps you set the next step next to the contact. It'll remind you when it's time to call back, send the quote, check in, or do anything else that needs to get done.

Learn about follow-up reminders

Follow-up reminders next to contacts in OnePageCRM, each with a date and a next step.

Questions

Because your call history and your customer records belong together. With the two connected, every call is logged on the right contact, next to the emails, notes, and deals, so nobody has to ask who spoke to the customer last.

Every call connected to that contact: the date and time, the call type (inbound, outbound, or missed, with a voicemail flagged if one was left), the number used, and how long the call lasted.

Install RingCentral under Apps and Integrations, click Connect to RingCentral, and log in to your RingCentral account to allow it. Only the account owner or an admin can set it up, and the setup guide above walks through each step.