RingCentral CRM Integration: Step-by-Step Setup Guide

If your team uses RingCentral for calls and a separate CRM for contacts, every call you make or receive creates a manual data entry task. This guide walks you through connecting the two systems so that calls log automatically, contacts surface on inbound calls, and reps can dial from inside their CRM with a single click.

What You'll Have When You're Done

• Every call — inbound and outbound — logged to the right contact record automatically
• Call duration, outcome, recording URL, and transcript attached to the log
• Click-to-dial directly from the CRM — no copy-pasting numbers
• Contact record popups on inbound calls before you pick up
• Real-time lead alerts when a new inbound call comes from an unrecognized number

Step 1: Create a RingCentral Developer App

Log into the RingCentral Developer Console and create a new application with the following permissions:

• Read Accounts
• Read Call Log
• Read Presence
• Webhook Subscriptions
• SMS (if you plan to log text messages)

Note your Client ID and Client Secret — you'll need these in Callably.

Step 2: Connect RingCentral in Callably

In your Callably dashboard, go to Settings → Phone Providers → Add Provider and select RingCentral. Paste your Client ID and Client Secret, then click Authorize. You'll be redirected to RingCentral's OAuth consent screen. Accept the permissions and you'll return to Callably with a green "Connected" status.

Callably stores your OAuth tokens encrypted at rest and refreshes them automatically. You won't need to re-authorize unless you revoke access from RingCentral's side.

Step 3: Configure Your Webhook URL

In the RingCentral Developer Console, navigate to your app's Webhooks section and add the Callably webhook URL shown in your settings. Select these event filters:

• telephony/sessions — for real-time call events
• message-store/instant/?type=SMS — if logging SMS

Set the expiration to the maximum allowed (RingCentral webhooks expire; Callably auto-renews them).

Step 4: Map Your Call Outcomes

Go to Settings → Call Dispositions in Callably and map RingCentral's native call result codes to your CRM's outcome fields. Common mappings:

Step 5: Test the Integration

Make a test call from your RingCentral extension. Within a few seconds of hanging up, you should see the call logged in Callably with duration, outcome, and (if enabled) a recording link. Check that the contact was matched correctly and the CRM record was updated.