Connecting your RingCentral account with MediaOS allows for seamless call tracking, improved CRM efficiency, and the ability to make calls directly within MediaOS. This integration is especially helpful for sales teams looking to streamline outreach and maintain accurate call logs automatically.
What the RingCentral Integration Does #
Once connected, the RingCentral integration enhances your workflow by automatically tracking all outbound calls placed through RingCentral. It also allows you to place calls directly within MediaOS' CRM, eliminating the need to switch between platforms. In addition, you gain access to a complete call log history for every contact or account, making it easy to review communication activity and maintain accurate records.
Tip: With this setup, your team won’t have to log calls manually—MediaOS does it for you, saving time and ensuring consistency.
How to Connect RingCentral to MediaOS #
Only administrative users can configure the RingCentral integration, so make sure you have the proper user permissions before proceeding. To begin, click your Profile Icon located in the bottom-left corner of the screen. From the dropdown menu, select Integrations, then locate RingCentral and click Configure. On the RingCentral integration page, click Connect Call Logs to start the connection process. A new window will open prompting you to log into your RingCentral account. After signing in, you will be directed to an Access Request page, where you must click Authorize to grant MediaOS access. Once authorization is complete, you will be returned to the MediaOS integration screen, where your Call Logs will now be visible and actively tracking your RingCentral activity.
Note: If you don’t see the call log data immediately, give it a few minutes to sync or refresh the page.
Enabling In-App Calling #
After you have connected RingCentral and authorized access, you can enable direct dialing inside the CRM by toggling the Enable In-App Calls setting on the RingCentral integration page. Once enabled, users will be able to click a phone number within any account or contact profile and place calls directly from MediaOS, without needing to switch between applications.
Benefits of RingCentral Integration #
The RingCentral integration reduces the time your team spends switching between apps and manually logging calls, creating a smoother and more efficient workflow. It helps ensure that your CRM data stays up to date and provides a complete communication history with each client, all accessible in one place. This integration is especially valuable for inside sales teams managing high call volumes, account managers handling follow-up tasks and conversations, and sales leaders reviewing team activity through reporting dashboards, making it easier to track performance and maintain strong client relationships.
