RingCentral is a cloud-based communication system which is made for business. It is simple to set up and use. The RingCentral is VOIP solution offers:
- Plans that offer unlimited call, text, fax, conference calls, and online meetings
- Manage communication from their mobile and desktop apps
- Automatically track all calls to contacts in Aptly, whether you make them within our app or via the RingCentral apps
- Calls and SMS made from a card in Aptly will be logged as an activity on your Team Performance Dashboard
Note
- For this integration to work, you must have a paid RingCentral account
- You must have the RingCentral softphone installed on your desktop and mobile
- Only an Administrator of Aptly can enable the RingCentral Integration
- Once enabled, an Administrator can connect RingCentral phone numbers and extensions as personal or shared phone numbers in Aptly
- Users can enable their personal RingCentral lines
- RingCentral cannot be used with automations
- RingCentral is still in BETA due to a number of limitations with their platform. As we continue to address open concerns we will make it more widely available. Reach out to your account manager if you want to be set up with the early version.
Enabling the RingCentral Integration
- Go to Settings > Company Settings > Company Info & Team.
- Enable the Call Management feature under Org Settings.
Once enabled, you’ll notice a new option in the Settings Menu called “Call Management.” This is where you will use a JWT Token to connect your RingCentral account.
You can add a personal or shared extension.
