How to Forward RingCentral Phone Calls to CallAction
Many companies use RingCentral phone services, such as PDX softphones, to manage incoming phone calls.
RingCentral Integration Use Cases
A common use case in a real estate office may be setting up a phone tree in Ring Central like Press 1 to Buy a home, Press 2 to Sell a Home, etc.
You can now forward the Press X phone call to a CallAction call capture phone number to forward to a single person or use our Call Broadcast system to ring multiple agents simultaneously.
Additional Benefits of RingCentral to CallAction call forwarding integration.
Capture & track inbound caller leads
Sync-captured inbound call leads to your integrated CRM
Get real-time lead intel. on the inbound callers
Start drip campaigns for immediate follow-up & long-term nurture
You can also have RingCentral extensions forward calls directly to your CallAction user numbers to initiate our intelligent automation and sync the caller data into your CRM system.
Select Your CallAction Number
Login to CallAction
Click "Numbers"
Copy the CallAction number you want to forward RingCentral calls to
RingCentral Phone Number Integration
Login to RingCentral
Go to Users (list of extensions of the PBX phone system)
Select "User or Extension" (extension you want to forward to CallAction)
Go to "Call Handling and Forwarding"
Click on "Call Forwarding Phone Number"
Paste your CallAction number in the phone number section
Click on "Advanced"
Click Edit on your new forwarding rule
Define call forwarding conditions; select the bottom option Date and/or time etc.
Set "Call Handling" to "UNCONDITIONAL forwarding"
There are many additional use cases for integrating RingCentral with CallAction that can enhance your workflow. Please feel free to contact us with any questions regarding an integration using the chat below. You may also reference RingCentral's older help doc.
Port your RingCentral Phone Number
Interested in replacing RingCentral with CallAction to capture and track your calls. You may port your RingCentral phone number to CallAction for free.
Interested in using this integration in your business?
Book a free consultation to see how CallAction’s intelligent lead engagement and automation platform fits into your workflows and helps you convert more leads.