Why Migrate?

The new RingCentral for HubSpot integration offers a fully native experience, allowing you to make calls, log activities, and manage communications directly within HubSpot—without relying on a browser extension. Key benefits include:

✅ Seamless Integration – Stay within HubSpot’s ecosystem without switching tabs.

✅ Automatic Call Logging – No more manual data entry—calls are logged instantly.

✅ Better Performance & Stability – Avoid browser limitations and extension compatibility issues.

✅ Company-Wide Deployment – Once installed by an admin, it’s available to all users.

Step 1: Uninstall the RingCentral for HubSpot Chrome Extension

1. Open Google Chrome.
2. Click on the three-dot menu (⋮) in the top-right corner.
3. Navigate to Extensions > Manage Extensions.
4. Locate the RingCentral Chrome Extension.
5. Click Remove and confirm deletion.

🔹 Tip: Restart Chrome to ensure the extension is fully removed.

Step 2: Install the RingCentral for HubSpot Integration

For Admins: Installing for All Users

1. Go to the HubSpot App Marketplace:
   • In HubSpot, click the settings gear ⚙️ in the top-right corner.
   • Navigate to Marketplace > App Marketplace.
   • Search for RingCentral and select the integration.
2. Click Connect App and sign in with your RingCentral credentials.
3. Grant necessary permissions and authorize the integration.
4. The integration will now be installed for all users in your HubSpot account.

📌 Important: End users do not need to install anything—they just need to select RingCentral as their calling provider.

Step 3: End User Setup – Selecting RingCentral as the Calling Provider

1. Click on the phone icon in the toolbar
   • Choose Calling Provider > Select RingCentral 
2. Sign in with your RingCentral account if prompted.
3. Start making calls directly from HubSpot!

🔹 Tip: Make a test call to ensure everything is working correctly.