First, you'll want to navigate to the four line horizontal menu and move to Manage your Profile & Preferences. To utilize the RingCentral extension, this link here: Using the RingCentral Extension will provide a full overview.
Overview of RingCentral-Crelate Integration
The integration between RingCentral and Crelate allows users to streamline communication by linking their RingCentral accounts with Crelate. This enables features such as text messaging and call management directly within the Crelate platform.
Licensing Requirements
To successfully integrate RingCentral with Crelate, the following licensing requirements must be met:
Crelate License Seat: Each user who wishes to integrate their RingCentral account with Crelate must have their own Crelate license seat. A single Crelate seat can only integrate with one RingCentral phone number at a time.
RingCentral Subscription: An active RingCentral account is required for the integration. This account must be purchased directly from RingCentral.
Next, under Integrations, you may Link your RingCentral Account.
You'll then be directed to a pop-up where you may enter your email ID or phone number followed by your password to login.
With that complete, you'll then "Authorize" those changes.
What's Next?
Want more on using your RingCentral Connector? Check out our content below!
FAQs on Common Integration Issues
Can multiple users share a single Crelate seat for integration? No, each user needs their own Crelate license seat to integrate their RingCentral account. By design, one Crelate seat can integrate with only one RingCentral phone number at a time. Do I need a separate RingCentral subscription for integration? Yes, a separate and active RingCentral subscription is required for each user who wants to integrate their account with Crelate.