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Our company policy mandates that sales agents must not be able to see customer phone numbers anywhere within the RingCentral environment—this includes the desktop app, browser app, and any administrative panels. Phone numbers must be 100% masked. The only exception should be for system administrators, who require full visibility. For your reference, we have already successfully implemented this exact policy within our Zoho CRM environment. Sales agents there can only use click-to-call functionality without ever seeing the actual number. Our goal is to apply this same secure standard to RingCentral to protect our customer information from unauthorized access by the sales team. Please confirm that this is possible and outline the steps needed to implement it.

our sales agent can not see cutomer phone number during outbond and inbound call.

@sanjeev.kumar I don’t think this is a requirement that App Connect can meet. At least not now. It is not architected to mask phone numbers from users - quite the contrary. I would need to talk to the team to see if this is even possible given how App Connect works today. I think Zoho may use a native CTI, which gives them greater control here. I will DM you to schedule time with me - that will help me better understand your needs. 


I need help achieving complete customer phone number masking for my sales team using the Zoho CRM and RingCentral integration.

My Current Setup & Problem:

  • In Zoho CRM, I have successfully masked the phone number field using field-level security. My agents only see the last four digits (e.g., *-*-1234).

  • However, when my agents make calls through the RingCentral desktop or web app (via the click-to-dial integration), the full phone number is displayed on the RingCentral interface.

  • This breaks our compliance and data privacy requirements. My goal is to prevent agents from seeing the customer's number anywhere, including in RingCentral.

My Core Requirement:
I need a solution where an agent clicks "call" in Zoho CRM, but the call is placed through RingCentral without the agent ever being exposed to the complete phone number


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