Through integration with RingCentral, you can make phone calls and send SMS messages from within FreeAgent.
Prerequisites: A RingCentral account is required for the integration. Each user requires their own RingCentral user account and phone number.
User Permissions: Only the Administrator can authorize a RingCentral account.
For more information on RingCentral features, refer to our article, RingCentral Features.
FAQs
How do I sign in to RingCentral?
See, Sign in to RingCentral.
How do I pair my phone in FreeAgent?
See, Pairing your phone with FreeAgent.
How do I authorize my RingCentral account?
See, Authorize your RingCentral account.
Is RingCentral a native integration in FreeAgent?
Yes.
How much does RingCentral cost?
The cost of RingCentral will be determined by your RingCentral subscription.
Can I import my existing RingCentral records?
Your existing RingCentral records are fetched daily by FreeAgent. See, Synching your RingCentral records for more.
Should I use RingCentral or Twilio?
Both RingCentral and Twilio are great VoIP solutions. For help determining which one is right for you, see our article, RingCentral vs. Twilio: Two Great Toolsets, Two Very Different Approaches.
Navigate to RingCentral
From the Navigation Menu, go to Settings > Integrations > VoIP. Select the VOIP Provider bar and a dropdown menu featuring RingCentral will appear.
Authorize your RingCentral account
Select RingCentral in the VOIP Provider bar and save your selection using the Save button in the top right corner. An Authorize RingCentral button will appear next to the Save button.
When you select the Authorize RingCentral button, you will be presented with a RingCentral sign-in window. Sign in to your account, and FreeAgent will fetch your RingCentral account information.
If you sign into RingCentral with a RingCentral admin account, all the phone numbers of the users associated with that RingCentral account will be connected to FreeAgent automatically and displayed in the Connected Phone Number bar. Those users can now sign in to RingCentral using the instructions below.
Note: Authorization is required for a user to send bulk texts and use text campaigns with a RingCentral account.
Sign in to RingCentral
After RingCentral has been selected as your VoIP provider (either by you or an admin), a sign-in window will appear the first time you try to make a call or send a message through FreeAgent. Sign in using your RingCentral account information.
Syncing your RingCentral records
When you sign in to RingCentral for the first time, FreeAgent will fetch your RingCentral records from the past 30 days. After that, your RingCentral records will be fetched daily to ensure you are always up to date.
Note: FreeAgent will only fetch records that are associated with a contact in FreeAgent.
