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Clio contacts not getting 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

 

 

Best answer by ByrneReese

@KennedyDelaney I am Byrne, the PM for this product. Support is correct - we have a feature planned that will make contact matching much more reliable. In the meantime however, the following guide should help you use the integration more successfully:

https://ringcentral.github.io/rc-unified-crm-extension/crm/clio/#setting-up-phone-number-matching-to-properly-match-contacts

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The tech support team a few months ago said this is a common issue and will be fixed with an update in march to “Resolve conflicts more easily by manually linking calls to a candidate, contact or lead”. 


ByrneReese
Community Manager
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  • Product Manager
  • March 21, 2025

@KennedyDelaney I am Byrne, the PM for this product. Support is correct - we have a feature planned that will make contact matching much more reliable. In the meantime however, the following guide should help you use the integration more successfully:

https://ringcentral.github.io/rc-unified-crm-extension/crm/clio/#setting-up-phone-number-matching-to-properly-match-contacts


  • New Participant
  • April 2, 2025

I am having the same issue; what is the solution or is there any?


  • New Participant
  • April 2, 2025

My RingCentral plug-in app has the call call-pop setting menu tree, which then has these override settings. I do not see anything under Contacts, which then has additional settings. I am seeing this wrong because the initial setup instructions took you through step by step to the call pop setting window. 

 


ByrneReese
Community Manager
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  • Product Manager
  • April 3, 2025

@crcrawfo Have you found the custom phone number format settings?


I can’t find the custom phone number format in settings 


ByrneReese
Community Manager
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  • Product Manager
  • April 11, 2025
KennedyDelaney wrote:

I can’t find the custom phone number format in settings 

@KennedyDelaney They are found under Call Pop settings as shown in the screenshot below. We have updated the documentation to better direct people to this screen. Our apologies our docs were not up to date. 

 


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