In this article you will learn
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 also have the RingCentral softphone installed in 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 help@getaptly.com if you want to be setup with the early version.
Enabling the RingCental Integration
- Go to Settings > Company Settings > Company Info & Team.
- Enable the Call Management feature under Org Settings.
Once enabled, you’ll notice a new options in the Settings Menu called “Call Management.” This is where you will use a JWT Token to connect your Ring Central Account.
You can add a personal or shared extension.
