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Using the RingCentral Integration to Pipeliner
Using the RingCentral Integration to Pipeliner

Learn how to activate RingCentral with the Pipeliner automation hub.

Updated over a year ago

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This chargeable add-on enables you to click-to-dial from the Pipeliner Web App using RingCentral. This integration uses the RingCentral Embedded Widget.

PRE-REQUISITES: In order to use this integration, you will need to have a Pipeliner Cloud subscription and a RingCentral account (RingCentral).  Please contact your Account Manager to discuss the costs of adding to your subscription.

How to activate the RingCentral integration in the Pipeliner Automation Hub

From the Admin Module, click on the "Automation Hub" Menu Item.

Find the RingCentral integration ⤵

Click on the RingCentral card and then “Request” to request activation of the integration for your space ⤵

How does it work?

Once enabled

When you click on any phone number from inside the Pipeliner web app, the call will launch via RingCentral

The phone number in the "To:" field in the RingCentral widget will be the phone number that you clicked on ⤵

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