Setting Up a RingCentral OAuth Application

To communicate with the CRM,  you need to set up a RingCentral OAuth  application. This application defines specific configurations that are necessary for RingCentral systems to contact Forth CRM.  Please use the instructions below in order to set up this application within your RingCentral developer environment.

1. Login to your RingCentral Developer account
   
2. Create a new application by clicking the “Register App” button
3. Select “REST API” as the App Type
   
4. Fill out the following RingCentral application setup page as shown below for each section
   1. App Properties : You can enter any content here. Do not promote the application in the RC Gallery.
      
   2. App Card: You can enter any branding information in this section.
      
   3. Auth: This section controls how Ringcentral connects to ForthCRM. Please pay attention to the setup in the screenshot
      
      Use the following URI’s for the Oauth Redirect:
      https://rc.forthcrm.com/ringcentral/webhook/rc
      https://login.forthcrm.com/post/ringcentral_oauth.php
      
      Make sure that refresh tokens are issued or the integration will not function correctly
   4. Security: Ensure that the following scopes are available for your application. Full CRM functionality will not work if the scopes defined below are not provisioned.
      
5. If entered successfully you should see a success screen
   
6. Click “OK” and your application is ready for use with the CRM integration
   

CRM Tenant Admin RingCentral Integration Setup

1. Navigate to the Admin tab in the CRM.
2. Click on Settings from the top menu. (Refer to Screenshot: Admin ➔ Accessing the ringcental page)
3. Locate and select the RingCentral option. (Refer to Screenshot:  Admin ➔ Accessing the ringcental page)
4. Ensure you have the necessary permissions to configure RingCentral settings.

User Mapping 

Navigate to User Mapping in the RingCentral settings.

Dropdown to search RC user

Use the Dropdown to search for a RingCentral (RC) user.

• Search by Name or Extension Number.

Select the appropriate user and click Map.

Search by name

Search by extension number

If no results found for searched name/number

If no results are found, ensure the user exists in RingCentral.

Error when mapping same RC user to different CRM user

If the same RC user is being mapped to multiple CRM users, an error message will appear.

Saving the setting

Click Save Settings to finalize the mapping.

Connecting RingCentral Integration

As Ringcentral leverages the OAuth authentication standard, every mapped user must grant access to ForthCRM to access their account for integration purposes. 

• 

  ·         Below CRM user “test user” is mapped with Ringcentral user “RC Testl”

• 

  ·         Logging in the CRM with “test user” credentials.

• 

  ·         Logging in the RingCentral desktop app with “RC Test” credentials.

Ensure the CRM user is correctly mapped to a RingCentral user.

Example: CRM user "Test User" is mapped to RingCentral user "test userl".

Login to CRM using the mapped CRM credentials.

Login to RingCentral Desktop App with the mapped RingCentral credentials.

Disconnecting Ringcentral Integration

Navigate to RingCentral Settings.

Locate your mapped RingCentral User.

Click Disconnect to remove the mapping.

Confirm the action if prompted.

Click-to-call Functionality

Navigate to a contact's phone number in the CRM.

Click on the Phone Icon next to the number.

The RingCentral app will open and initiate the call.

Ensure the call is logged correctly.

Call Logging

Navigate to Call Logs in the CRM.

Ensure calls made through RingCentral are being logged.

Verify details such as Call Duration, Time, and Status.