1510 results found
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ringcentral salesforce integration
Call Log Association Issue: from SalesForce to RingCentral
When initiating a "Click-To-Dial" call from a Person Account and associating the auto call log with a specific Case through the "Related To" field, the call log appears on the Person account but not in the associated Case feed. Please review to attached video for example.7 votes -
Create an API endpoint to download AI generated notes and summaries
We would like to have an API endpoint that would let us download AI notes and AI summaries for calls where Notes was turned on. This will be a requirement for us before we can use it for regulatory compliance purposes.
4 votes -
Salesforce incoming call using RC mobile app
Using RingCentral and Salesforce mobile. I hope RingCentral offer any capability of popping Salesforce mobile on inbound calls to RingCentral mobile app.
2 votes -
Ability to Fax out and add Fax Contacts within RingCentral for Outlook
Ability to Fax out and add Fax Contacts within RingCentral for Outlook
2 votes -
HubSpot: Individual control for pop-up windows
It would be very useful to have individual control over which calling window should up between the in HubSpot pop-up window vs the independent browser window (app.hubspot.com/calling-integration-popup-ui).
This way the end user can choose to only show one window if they prefer.
3 votes -
HubSpot: Remember pop-up window settings
When we first sign into HubSpot and open the calling window, two windows open up. One pop-up within the HubSpot app and the other is an independent browser window (app.hubspot.com/calling-integration-popup-ui). It would be nice to have the system remember not to pop-up the in HubSpot window the next time we log in if the user has chosen to turn it off in the settings area.
3 votes -
Ringcentral voice announcing for outbound calls!!
Also, there should be the ability to record each users voice for outbound calls. It would be so simple to do! For example each time a user makes an outbound call the voice recording of the user could say, Hello, this is ______________ from XYZ company on a recorded line.... then the user would just take over the call seamlessly. Your current way of announcing causes everyone to hang up! This is super important in Florida as we are a two party consent state for call recording. This is critical, I basically won't allow outbound callers in my company to…
3 votes -
Pop up the app for inbound calls in RC for HubSpot CTI
Currently, when the calling option is set to Browser and the 'Pop up the app for inbound calls' is enabled, users will still need be on the HubSpot page to see the pop up window for inbound calls.
It would be great if we have an option for the pop up window to appear even if the end-user is not on the HubSpot page during the incoming call.
3 votes -
MS Teams embedded app - Notifications
MS Teams embedded app should have some sort of notification when a new text comes in, little red dot on the pinned sidebar or in the desktop plugin icon in the system tray.
1 vote -
User Context Logging for SMS in HubSpot integration
By design, the system displays the following format after a text message is logged (either automatically or manually) through the RingEX for HubSpot dialer:
[Inbound or Outbound] SMS from SMS +16500000000 (+16500000000) to Ian Christopher Santos (+16500000000)
It would be great if we have the option to display who logged the text message, similar to HubSpot’s manual log option (Contact record > More > Log SMS), for reporting purposes.
1 vote -
MS Teams app mobile to work independently without the RingCentral app
Allow the Teams mobile embedded app to have a silent plugin similar to the desktop app that would allow it to work without the RingCentral app installed.
1 vote -
Sync Pipedrive contacts to RC App
Option to sync Pipedrive contacts to RC App should be possible
2 votes -
RingCentral for Zendesk - Call button in Reply Box
We've had some complaints from the team because they're using the RingCentral app with Zendesk, but they've started seeing the option to "Call" the customer if they have a phone number populated in their Zendesk profile.
People keep clicking this accidentally which then starts trying to call the customer through RingCentral. The option is showing up in the Zendesk ticket reply box - where you select whether the reply will be an Internal note vs Public reply vs Messaging etc - now there are two "call" options showing up, which people would like to be able to remove.
I can't…
1 vote -
Salesforce pop settings
The current flow in the guide only shows the process for popping out a voice call record. However, what we’re hoping to achieve is the following:
1. A call comes in.
2. The system checks if the caller matches an existing contact.
3. If the contact exists: Check if there is any open case.
4. If there’s no open case, automatically pop out a new case record.1 vote -
ability to call listening using ring central for microsoft teams
It would be highly advantageous for RingCentral to integrate call listening functionality directly within Microsoft Teams using the HUID framework, rather than relying on a standalone application.
Benefits Explanation:
Enhanced User Experience:
Integrating call listening within Microsoft Teams provides a seamless experience for users, eliminating the need to switch between multiple platforms or applications.Increased Efficiency:
Centralizing communication tools within Teams reduces workflow interruptions, enabling users to manage calls, meetings, and collaboration activities in a single environment.Improved Adoption and Engagement:
Users are more likely to utilize call listening features when they are accessible through a familiar platform like Teams,…1 vote -
BT Feature Request: Enhanced Privacy Settings for Analytics Live Reports
Currently, the Analytics Live Reports feature provides only two visibility options: Public and Private. We would like to request an enhancement that allows administrators to grant access to specific users or extensions.
Proposed Improvement:
Add a new privacy setting option (e.g., “Custom”) that enables administrators to specify individual users or extensions who are allowed to view particular live reports.Benefits:
Improves data security and privacy by limiting report access to authorized individuals only.
Provides greater flexibility for organizations with role-based access needs.
Reduces the risk of sensitive data exposure while maintaining collaboration efficiency.
1 vote -
Integration with Smart Funnels Pro
Add Smartfunnelspro to your approved apps: https://smartfunnelspro.com/
5 votes -
Bulk Edit of Users for Integrated Microsoft Teams
We'd like to request the ability to use the Bulk Edit feature for user management in environment integrated with Microsoft Teams. Currently, since SCIM is enabled, Bulk Edit is disabled, which significantly limits our ability to manage users efficiently.
Even with SCIM enabled, there should be an option for admins to perform bulk edits when needed. Introducing this capability would greatly improve administrative efficiency and enhance the overall user management experience.
2 votes -
OAuth for other M365 Integrations
Add OAuth Authentication for Microsoft Teams Presence Sync, Microsoft Teams Direct Routing, and Microsoft 365 contact sync. This can reduce the number of enterprise applications in the Entra (Azure AD) portal and consolidate all required permissions under one app registration in a single location, making management and implementation easier. It will also reduce the requirement of having a global admin authenticate each application separately.
The permissions required by each enterprise application, such as the RingCentral Presence Sync Service (Teams embedded app) or Calendar Service (Contacts Sync), are already documented under each application. Those same permissions can be granted under a…
1 vote -
Support multiple logins in RC app if user has multiple RC accounts for MS Teams
Enable to support multiple logins in RC app if user has multiple RC accounts, and Add RCV link to the Microsoft bookings hosted on websites
1 vote
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