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App Connect

  • 114 Questions
  • 265 Replies

Welcome! Need help with App Connect? Ask us here.

ByrneReese
7 months ago
895

Friends of App Connect: please leave a review!

ByrneReese
3 months ago
390

What's coming in App Connect 1.4

Thank you for your continued support and invaluable feedback! We are excited to announce our upcoming release of App Connect 1.4, which will be available in early April. Your feedback has been instrumental in shaping this release, and we are thrilled to share the new features, enhancements, and bug fixes that will further enhance your experience with App Connect. What's coming in App Connect 1.4? Google Sheets Support: We are adding support for Google Sheets, allowing users to log calls and store contacts in a widely accessible system. Extended Server-Side Call Logging: The server-side call logging feature will now be available for all CRMs supported by App Connect. Optimized Contact Lookup for Clio: Improvements will be made to accurately and efficiently identify callers in Clio. Enhanced Call Logging vs Call Dispositioning: Significant improvements to merge call logs recorded by server-side call logging with notes entered by users via App Connect seamlessly. Customizable Tabs: Users and admins will have the ability to control which tabs appear in App Connect. Bullhorn Access Token Management: Enhancements will be made to reduce authorization errors encountered by Bullhorn users. In addition to these ambitious features, we are aiming to include two more exciting enhancements: Server-Side Call Logging Ownership: The new feature will allow log entries in the CRM to be owned by the user, rather than the admin who set up server-side call logging. This will help companies effectively manage access policies for log entries. Manual Contact Association: A new contact search feature that enables users to manually associate a call with a contact when one cannot be found automatically. We believe these updates will provide even more value and efficiency to your workflows. Is the feature you want missing? Do you not see the feature you were hoping for? Please leave a comment and describe what you need. There is still time to influence this release! And as always, thank you for being a part of our journey and for your continued feedback.

ByrneReese
17 days ago
430
chris-phillips
chris-phillipsNew Participant
Server-Side Logging Not Available

I’m a SuperUser in RingCentral and an Admin in Bullhorn, both using SSO and the same Entra ID account. When I log into App Connect (1.3.10), I’m not seeing the admin options to turn on (or test) Server-Side logging. Developer Mode, Log phone calls automatically and Log SMS conversations automatically all have padlocks on them, so I’m assuming App Connect doesn’t recognize my account as being an admin? If that’s the case, where do I elevate my permissions to allow these settings, more specifically the Server-Side Logging to be tested? Thanks,

203
chris-phillips
A
AHParamountNew Participant
Bullhorn: Call Log Issue

All company and user settings are confirmed to be correct. “Bullhorn options” match company listings in Bullhorn for actions. The system should be automatically logging that a call took place, but this is only happening occasionally if at all. Circumstances to get the logs to post cannot be replicated, and the primary issue is that they do not post. It may be that logs are being added retroactively due to to the pace of calls, but this cannot be confirmed as they are not evident on all accounts.

141
ByrneReese
Community Manager
A
AHParamountNew Participant
Extension resetting settings set by the admin

On RingCentral I have set the group to have certain settings that allow for the team’s calls to be automatically posted to our ATS Bullhorn. Several team members have been reporting issues where their extension is resetting to the default settings and is even giving them admin access on the extension. I raised a ticket and was asked to post here, so I would appreciate assistance as people should not be able to access admin privileges on accident.

183
ByrneReese
Community Manager
K
KennedyDelaneyNew Participant
Clio contacts recognized by Ringcentral

Hello Our office is having trouble making RingCentral recognize our Clio phone number. We are looking to add notes to our calls and have those notes appear in our Clio call log. Since RingCentral has not recognized our Clio contacts, we can’t have our call notes appear in Clio. Attached is a screenshot of me calling my personal phone and adding notes. You can see that RingCentral does not recognize it as a contact. Yet, in the screenshot with Clio, I am, in fact, a contact within our Clio system. Kind regards, Kennedy

222
ByrneReese
Community Manager
C
charlicobleyNew Participant
Issues with RingCentral App Connect

Hello there, We have several users that specifically use the RingCentral App Connect integrated with Bullhorn. The app seems to freeze every so often and after a call is ended the app is unresponsive and spins loading. We can clear cache to band aid the issue, but this signs users out of job boards such as Linkedin, and in an recruitment environment not feasible each time this happens. Please can we look at a fix outside of clearing cache or the option to reset app settings within Edge?

201
ByrneReese
Community Manager
T
Tom BartonNew Participant
Incoming calls not being logged in Pipedrive

When we call out through RingCentral our call is logged in Pipedrive. When we have incoming calls, it is not logging them. What are we doing wrong? Do we need to always answer through the computer. Which is what we have been testing.

51
ByrneReese
Community Manager
Z
zach-3Participating Frequently
Resolved: auto-log setting keeps reverting to previous setting

My users are experiencing issues with the call logging features. The users can check on the “Log Phone Calls Automatically” or the “Log SMS Conversations Automatically”, but after a few minutes, it switches itself back off. The user calls also are failing to log when the auto log decides to stay on long enough for a customer to call in. We are using Netsuite

5711
ByrneReese
Community Manager
J
JreederNew Participant
"Phone Number Format Alternatives" in App Connect not working

I recently set up RingCentral App Connect with Clio and it works as expected for matching numbers in the E.164 standard for call-pop, contact matching, and call logging functionality. Very cool! However, it does not seem to search or find numbers in any other format, including those which have been manually defined in the “Phone number format alternatives” section, e.g. (***) ***-**** Any ideas? I am an admin and have tried to override the number format at admin (managed) and user level. No results. I have already reset, logged in and out, etc.

213
dakong
Community Manager
M
malshiblNew Participant
How to log a call to a case or project in Netsuite?

Our support and project teams want to log calls to the associated case or project record in Netsuite. Currently, call can only be logged to the contact. Is there a way to associate a call to case or project record? Thanks, Mo

425
M
ByrneReese
Community Manager
ByrneReeseProduct Manager
Newly released 1.3.10 fixes some simple, but key issues

We're excited to announce that while we prepare for the upcoming release of App Connect 1.4, we have shipped some quick fixes to address two issues reported by our users. Here are the details: Quick Fixes in App Connect Auto-Logging Preference Reset: Users reported an issue where their auto-logging preference for phone calls would reset automatically after a few minutes. We've identified the cause and have fixed this issue. Your auto-logging preference will now be saved correctly. ENTER Key Triggering Last Dial: Some users observed that pressing the ENTER key would start dialing the last person called in App Connect. We've addressed this issue, and the ENTER key will no longer trigger unintended calls. These quick fixes aim to improve your user experience and ensure smooth functionality while we work on the comprehensive updates for App Connect 1.4.0, which is currently in development and QA. Thank you for your continued support and feedback. Keep an eye out for more updates soon!

60
ByrneReese
Community Manager
J
JKrupskiParticipating Frequently
AI notes disappearing and not syncing into Bullhorn

I have a few users that have mentioned that the AI note (Smart note) disappears before they are able to save it and when they check the calls section it isn’t there. I have checked in the RingSense portal and all the information is there, but this is something we haven’t rolled out to everyone, and even when we do I don’t want to have people have to go there to retrieve notes. I have a user that says when he presses enter or shift+enter when logging a manual note, it will call the last person in his call log. Is there something that can be done on his end to avoid this while adding spacing to manual logs? I brought this up this next point in the past, but wondering if there was any movement on it. In Bullhorn we are able to ”@”someone to tag them in a note and this will alert them to check out the communication. Is this something that can be added into the RingCentral App Connect extension? Thank you!

356
Embbnux
Community Manager
J
JeroenNew Participant
Error messages returned in the getUserInfo interface are ignored

When returning an error message in the getUserInfo function it seems to be ignored. As soon as I return a response where successful: false it will display the default “failed to register api key” message. See snippet below that i tried out in the getUserInfo function. I included the platformUserInfo block to see if that affects the behavior but with or without it the result is the same. Additionally: I see the findContact function also seems to ignore errors as they are not displayed in the RC UI. Any feedback would be greatly appreciated. return { successful: false, platformUserInfo: { id, name, timezoneName, timezoneOffset, platformAdditionalInfo: {} }, returnMessage: { messageType: 'warning', message: 'Need license.', ttl: 3000 } };

313
dakong
Community Manager
J
JRobertsNew Participant
My personal contacts are not syncing from Google in App Connect

RingCentral App Connect not syncing with personal contacts from Google. All other parts of RingCentral appear to sync.

131
ByrneReese
Community Manager
S
STownNew Participant
Call log settings not saving

I set the log settings and the app isnt saving them!!! When I leave the app and go back to Pipedrive then back to the app the settings have changed. There is no option to save them just toggle the button on and off.

81
ByrneReese
Community Manager
ByrneReese
Community Manager
ByrneReeseProduct Manager
What's coming in App Connect 1.4

Thank you for your continued support and invaluable feedback! We are excited to announce our upcoming release of App Connect 1.4, which will be available in early April. Your feedback has been instrumental in shaping this release, and we are thrilled to share the new features, enhancements, and bug fixes that will further enhance your experience with App Connect. What's coming in App Connect 1.4? Google Sheets Support: We are adding support for Google Sheets, allowing users to log calls and store contacts in a widely accessible system. Extended Server-Side Call Logging: The server-side call logging feature will now be available for all CRMs supported by App Connect. Optimized Contact Lookup for Clio: Improvements will be made to accurately and efficiently identify callers in Clio. Enhanced Call Logging vs Call Dispositioning: Significant improvements to merge call logs recorded by server-side call logging with notes entered by users via App Connect seamlessly. Customizable Tabs: Users

430
ByrneReese
Community Manager
M
mmcgearyNew Participant
Resolved: click-to-text keeps opening text to previous person I texted

I keep having to close the app and reopen it because when I click on a number to text its defaulting back to the person I just sent a message too. This keeps happening. Like 10+ times already.

112
dakong
Community Manager
ByrneReese
Community Manager
ByrneReeseProduct Manager
App Connect 1.3.9: more stability and quality of life enhancements

Thank you for your unwavering support of App Connect. It has been an amazing year, and we’re excited to share the major milestones we've achieved and give you a glimpse of what’s ahead. Expanding Our Adapter Ecosystem In the past year we launched new adapters for Bullhorn and NetSuite, which has driven thousands of users to App Connect! We are also grateful to our community developers, Gate6 and Loyal.ly. Gate6 built our ServiceNow adapter, and Loyal.ly will soon release adapters for FreshSales, FreshService, and FreshDesk. There is also the possibility of a GoHighLevel adapter in the near future! Commitment to Quality & Performance Growth comes with responsibility, and we are doubling down on quality. App Connect 1.3.9 is an example of this continued commitment. In it we’re introducing significant system enhancements and automated stress testing to boost capacity and stability, along with the following small but impactful improvements: New Features & Enhancements AI-Driven Calls – New

100
ByrneReese
Community Manager
N
Nazeeb DNew Participant
Calls are not auto-logging in Bullhorn and connection issues

While the calls are made using the RC extension, the cal logs are not automatically added in the BullHorn app. My team has to manually enter the logs. RC also automatically disconnects and the recruiter has to reconnect to the RC app.

608
dakong
Community Manager
T
Tim RichardsonNew Participant
Request form from the RingCentral App Gallery

I am following these steps and need your assistance How to Enable RingCentral for Netsuite The User will send a request form from the RingCentral App Gallery . Once it is done, the RingCentral implementations team will reach out to you to complete the request. The integration can be turned on through the Tenfold Partner Portal by adding the user's admin as a user. The admin will be receiving an invite and email covering the steps to add the users in the organization.

131
ByrneReese
Community Manager
A
AHParamountNew Participant
RingCentral AppConnect Timeout

Since last Thursday we have been getting errors after calls that the RingCentral App Connect Extension has timed out while trying to post a log to Bullhorn. I’ve tried closing/reopening as well as completely logging the account out and repairing it to our ATS Bullhorn. This hasn’t fixed any issues and has lead to calls not post automatically.

51
ByrneReese
Community Manager
ByrneReese
Community Manager
ByrneReeseProduct Manager
What's been happening with call logging lately?

We’ve heard from many of you about call logging failures, errors, and timeouts—especially our Bullhorn users. We sincerely apologize for these disruptions. Resolving these issues is our top priority, and we want to share what’s been happening behind the scenes. What Happened? Traffic Throttling Issue – A recent system change meant to protect RingCentral from DDoS attacks was unintentionally too aggressive, blocking legitimate traffic. Server-Side Call Logging Load – Our beta feature requires more frequent syncing, which was overloading our servers—even for users who weren’t actively using it. Bullhorn Authentication Challenges – Bullhorn’s strict session timeouts make staying connected tricky. When authentication tokens refresh, they can create bottlenecks, leading to timeouts. What We’ve Done to Fix It ✅ Tuned our load balancers to allow legitimate traffic through.✅ Reduced unnecessary synchronization operations.✅ Optimized our sync procedures to be more efficient.✅ Working on improvi

361
ByrneReese
Community Manager
ByrneReese
Community Manager
ByrneReeseProduct Manager
Welcome! Need help with App Connect? Ask us here.

Thank you for joining our growing community dedicated to providing support and product updates for RingCentral’s App Connect - a browser extension that seamlessly integrates RingCentral with some of your favorite CRM systems including NetSuite, Bullhorn, Redtail, Insightly, Clio, Pipedrive, and ServiceNow. Whether you're an admin, end-user, or developer, this community is here to help you get the most out of App Connect. Here you can receive peer support and subscribe to product updates to ensure you make the most of this powerful and ever-growing integration. We encourage you to: Ask Questions : Don't hesitate to post your queries about setup, troubleshooting, or best practices. Our knowledgeable community members and RingCentral experts are here to help. Share Insights : Have you discovered a helpful tip or a clever workaround? Share your experiences and help others benefit from your knowledge. Engage in Discussions : Join ongoing threads or start new ones to discuss features, update

895
A
ByrneReese
Community Manager
ByrneReeseProduct Manager
RESOLVED: App Connect call logging issues

Today, we began receiving reports from customers unable to log calls using App Connect. This issue is affecting all CRMs supported by App Connect. The root cause appears to be a recent change made to our networking layer to protect the RingCentral Platform from denial of service attacks. This problem is unrelated to version 1.3.6, which was released last night. Important Information The RingCentral operations team is working diligently to roll back the change causing this call logging disruption. The App Connect team is scheduling an emergency patch release (version 1.3.7) tonight to further mitigate the issue. All calls that could not be logged due to this disruption will be logged once the systems are restored. Calls will be logged automatically if you have Automatic Call Logging enabled. Alternatively, they can be logged manually. We will continue to update this post as we learn more. We sincerely apologize for this inconvenience. We understand that you rely on RingCentral and App C

653
ByrneReese
Community Manager
A
Angelina GonzalezNew Participant
RingCentral is creating a new record in Bullhorn, duplicate the records that we already have in our CRM

Original Record Duplicate record This company was create by RingCentral

184
ByrneReese
Community Manager
A
ajmertzenichNew Participant
Problem report: Ringcentral App Connect no longer syncing to Clio

The call logs feature in the RingCentral App Connect is no longer working with Clio. It worked for a single day and now it doesn’t work at all. Cannot create phone logs, cannot add notes, cannot put everything in. Extremely frustrating!

469
ByrneReese
Community Manager

About this group

This group is intended for users of App Connect and the developers who build adapters to integrate App Connect with CRMs. It is a place to ask questions and seek help. 

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ByrneReese
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