Developer Platform, APIs & Integrations

Seamless Integration for Enhanced EfficiencyLoyally, founded in 2016 and based in the Netherlands, provides CTI solutions to customers worldwide, collaborating with top-tier telephony, CRM, ticketing, WFM, and financial system providers. This new CTI for RingCentral's App Connect and Freshdesk marks a significant milestone in Loyally's long-standing relationship with RingCentral.This integration offers a smooth and effortless experience between RingEX and Freshdesk, empowering agents to work efficiently with both tools as if they were one. Users will have access to all features of both RingEX and Freshdesk, benefiting from RingCentral's continuous innovation.Availability and PricingThe RingCentral App Connect integration with Freshdesk is available now to all App Connect users. To get started reach out to info@loyally.eu and we will get you up and running in no time.To help you get familiar with all its features, a four-week trial period for one license is available.The CTI is priced a

I am trying to develop a custom integration for my own CRM. I have been following the documentation and cannot figure out how to actually connect, no options appear. In troubleshooting it says the following:I don't see a "Connect" button to login to my CRMIn order to determine which CRM to connect to, you need to launch the extension while visiting and logged into your CRM application. App Connect will detect from the domain you are visiting to determine which CRM to prompt you to connect to. If you launch App Connect from any other domain, you will not see an Authorize or Connect button.I have my urlIdentifier set correctly,  clearly my manifest is set correctly as well as I get a prompt to connect to my CRM. I believe the issue stems from the extension itself not having permissions to access any other site asides from the ones it asks for when installing. There is no option in both edge and chrome to add additional sites to the permissions.​Prompt shows up to connect in settings but

Recently RingCentral introduced it's AI capabilities which can transcribe, summarize, list action items of the call recordings and share with the Sales Agents.  We are looking for a way to get these call summaries and action items to the Zoho CRM and associate with the specific lead. How can we do that?

We're excited to announce the release of App Connect version 1.5.3, bringing you even greater flexibility and more robust integrations for your RingCentral and CRM workflows! This update includes several key enhancements designed to streamline your communication logging and improve your overall experience.Here's what's new in App Connect 1.5.3: Expand Your Click-to-Dial Reach: The quick access button (badge), that familiar orange icon in the lower-right corner of your screen, can now be enabled for any website or domain you choose! This means you can enjoy seamless click-to-dial capabilities beyond your connected CRM. Configure your allowed domains easily under Settings -> General -> Allowed pages. Smarter Bullhorn Note Ownership: We've continued to refine how call notes are assigned in Bullhorn. Recruiters are no longer strictly required to connect to Bullhorn via App Connect first. As long as a recruiter's name in Bullhorn precisely matches their name on their RingCentral pro

Our company is currently using Acuity to allow clients to schedule time with each partner. We would love to eliminate that and just use Microsoft Bookings. The only problem I am having, is I can’t figure out a way to get Microsoft Bookings to utilize Ring Central video links instead of Teams. I have set it up on the backend of RingCentral so that it’s connected with my Microsoft account and Teams account but it still won’t let me change that. Has anyone done this previously and could tell me how you did it? Thank you!

I set up the connection for HubSpot in integration console - but don’t notice any changes or reflections on my HubSpot integration.  

I am trying to develop a custom integration for my own CRM. I have been following the documentation and cannot figure out how to actually connect, no options appear. In troubleshooting it says the following:I don't see a "Connect" button to login to my CRMIn order to determine which CRM to connect to, you need to launch the extension while visiting and logged into your CRM application. App Connect will detect from the domain you are visiting to determine which CRM to prompt you to connect to. If you launch App Connect from any other domain, you will not see an Authorize or Connect button.I have my urlIdentifier set correctly,  clearly my manifest is set correctly as well as I get a prompt to connect to my CRM. I believe the issue stems from the extension itself not having permissions to access any other site asides from the ones it asks for when installing. There is no option in both edge and chrome to add additional sites to the permissions.​Prompt shows up to connect in settings but

Does RingCentral provide service account concept to integrate RingCentral with external platforms like Salesforce? We are trying to build an integration to retrieve Call Transcript using RingSense API. Also, is it required for all users using RingCentral to have the RingSense license too? Or having only 1 license be sufficient to access transcripts for all call logs across all company users? Please let me know. Thanks

If you're using App Connect or Embeddable and your microphone or headset isn’t being recognized, this guide can help you resolve the issue.Important note:App Connect and Embeddable rely on your browser (typically Chrome or Edge) to detect and report available audio devices. They do not access devices directly. Instead, the browser receives this information from your operating system—in this case, Windows—and passes it along to the application.This means that if a microphone or audio input isn’t appearing in App Connect, it’s likely because the browser didn’t get the correct list from the OS, or it doesn’t have the necessary permissions to access that device.This issue can be especially common on Windows, where Chrome may be allowed to access some audio devices but not others, due to privacy settings or device-level configuration.Fortunately, there are a few simple steps you can take to fix it.Step 1: Check Microphone Permissions in Your BrowserFor Chrome In Chrome, go to chrome://setti

Therre is an “SMS Received” Trigger for Custom Workflows.  Why is there no “SMS Sent” Trigger?  This would be very helpul.

We’re excited to announce the release of App Connect 1.5.2, bringing new features, improvements, and fixes to help you get even more out of your CRM integrations. Here's what's new:New Features Contact search in call/message logs You can now add contacts by searching names directly in the call or message log page. (Originally announced for 1.5.1 but pulled at the last minute — it's finally ready in this release!) Pipedrive: Create Leads for calls Pipedrive users can now create Leads directly from call logs — just like with other activity types. Bullhorn: Set status field when creating records When creating Contacts, Candidates, or Leads in Bullhorn, you can now set the status field directly from App Connect. Admin control over tabs Admins can now manage which tabs (Phone, SMS, Chat, etc.) are visible to coworkers using App Connect.  Improvements Bullhorn note ownership (server-side mode) We’ve improved how note ownership is handled. If you want notes to be owned by the agent (not

Hi! I’m relatively new to the RC community and I wanted to share my use case before implementing and get your feedback. BackgroundOur system runs on the Salesforce platform (Custom Objects and Account/Contact only) so we leveraged the “RingCentral for Salesforce app” which works pretty well. The different users are given a RC phone number and an extension to connect the softphone with RC and everything is fine: they can handle inbound and outbound calls, records are properly updated etc. Also, worth to mention that the users (around 100) are grouped in 20 different teams, and a user can belong to more than one team. Our clients are served with a specific team which is assigned at the beginning of the onboarding process. The information of the team allocated to a specific client is stored in Salesforce. Inbound Company calls to the right teamWe want to receive inbound Company calls in a unique phone number (RC handled) and based on the caller ID, reassign the call to the corresponding t

We’re excited to announce the release of App Connect 1.5.1, packed with new features and improvements to help you log and manage your calls more efficiently across your CRM.New Features Clio Support in Australia Good news for our Australian users—App Connect now supports Clio accounts in your region! Canada, Europe, and the UK are next on the roadmap. Redtail Category Selection You can now select a category for notes logged in Redtail! Admins and users can also define a default category in settings to save time and ensure consistency. Call Session ID Logging For users who want deeper visibility into call history, you can now log the RingCentral session ID in your CRM. Toggle this feature ON/OFF in your user settings. Bug Fixes and Improvements Developer Mode can now be enabled before connecting to a CRM. Fixed a false connected status that appeared in user settings on app launch. Bullhorn no longer creates notes with blank "note action" fields. These now show 'pending note' unt

Why am I unable to select my bluetooth headset in the app connect app? it allows me to do this on my desktop app but when i look to use the app connect as my dialer, i cant get my headset to show up in the audio settings. Any advice? Thank you so much

Besides manually clicking the + to log your notes, is there any other way to choose a note action for my note? an outbound dial may result in a few different options, for example, I have the outbound default action to “connect” but since we do recruiting, an outbound call could also result in a screening call. I’m looking for an easy way to label a screening call sometimes and a general connect other times. Thank you!

The call option seems to be there, but HubSpot seems to be lacking a text button. 

Currently to log calls automatically into the HubSpot CRM we require a contact to be associated with the 10 digit phone number. If a contact is not manually assigned for the call record - RingCentral will create one for you by appending the type of communication (Call or SMS) and the 10 digit phone number as the first and last name respectively. Later users have the way of modifying that contact by either appending the right information or merging it with an existing contact in HubSpot. There are plans to address the contact creation settings later in the year - but for now if it remains to be large impact we recommend setting up a workflow to delete these “Unknown Contacts” within HubSpot. 

Hi There, I would like to set up a webhook that sends the call transcript to a make.com URL which is triggered based on the call being over a certain amount of time. Is the this possible and if so can you send over some guidance on how to do this?Thanks, Sam

We need a sandbox environment for testing has anyone created a best practices in doing that ? 

Is RingCentral supposed to log the transcript or summary of the call within a “connect” note in Bullhorn? I have that option turned on in my settings, but I am not getting a transcript of the call in the notes.Second, what would log a call as a voicemail? When I leave a voicemail it is logging in Bullhorn as a connect.Thanks!

How do I send a fax ?

We need to have the AI notes for calls automatically transcribed into Netsuite.

Hi, does anyone know if missed calls to the RingCentral Embedded dialler in MS Teams should show up as a missed call on the MS Teams icon on the start menu or do you have to click to the Ringcentral app in Teams to see missed calls?there is something about notifications hereRingCentral for Microsoft Teams - Embedded App | RingCentral SupportNotifications for missed calls, fax, text, and daily unread itemsbut for us its not workingThanks!