Missing a client call or voicemail means missing a potential opportunity. The RingCentral integration with Thryv Business Center automatically logs incoming calls and voicemails from your RingCentral phone number directly into your inbox, so you never lose track of a client interaction. You can also do a one-time import of your RingCentral contacts into your CRM. This article covers how to install the RingCentral integration, configure sync settings, manage the Spam Filter, and unsubscribe from the integration.
Requirements: An active RingCentral account and a RingCentral phone number are required to use this integration. For best results, the integration should be installed by a user with Admin permissions in the RingCentral account.
This article covers the following:
- How to install the RingCentral integration
- What to expect from the RingCentral sync
- How to use and manage the Spam Filter
- How to update your RingCentral sync preferences
- How to unsubscribe from the RingCentral integration
How to Install the RingCentral Integration in Thryv Business Center
To install the RingCentral integration, click App Market in the left-hand navigation. Find the RingCentral app in the app list and click Launch This App. The next screen outlines the permissions the app requires. Check the box to confirm you agree to the terms and conditions, then click Connect to RingCentral.
You will be prompted to log in to your RingCentral account. Enter your RingCentral credentials and log in.
After logging in, authorize the sync between Thryv Business Center and RingCentral to allow the integration to access your call logs and voicemails.
How to Configure Your RingCentral Sync Settings
After authorizing the sync, the Settings screen appears where you can configure your sync preferences. Toggle each option to Yes or No based on what you want to sync:
- Would you like to subscribe to voicemails? — When enabled, each voicemail left on your RingCentral number is logged in Thryv Business Center in that contact's conversation tab with a time and date stamp.
- Would you like to import your contacts from RingCentral to Thryv Business Center? — When enabled, a one-time import of all your RingCentral contacts is added to your CRM. This import only runs once and does not repeat.
- Would you like to enable the Spam Filter? — When enabled, incoming calls and voicemails from phone numbers not already in your CRM are held in a queue for review before being added to Thryv Business Center. See the Spam Filter section of this article for full details.
When you have configured your preferences, click Submit Settings.
After clicking Submit Settings, a success message confirms the integration is active. Send yourself a test call to confirm that call logs are injecting correctly into Thryv Business Center.
What to Expect from the RingCentral Sync
When a client calls your RingCentral phone number, the integration sends a notification to the default staff assignee's Thryv Business Center inbox and logs the call details in that contact's conversation tab. The call details include the phone number the client called from, the caller ID name, timestamp, call duration, and caller location. The amount of caller information available will vary depending on what the client's cell phone provider allows to be shared.
If the calling phone number does not match an existing contact in your CRM, Thryv Business Center will automatically create a new contact for that phone number. If the Spam Filter is enabled, the call will instead be held in the Spam Filter queue until you review and release the contact. For information about the default staff assignee, see Staff Assignment in Thryv Business Center.
How to Use the RingCentral Spam Filter
The Spam Filter holds incoming calls and voicemails from phone numbers that do not already exist in your CRM. This allows you to review and edit contact information before adding the contact to Thryv Business Center, or delete unwanted calls and voicemail logs. If you have the Spam Filter enabled, Thryv Business Center sends a daily reminder to your inbox to check the Spam Filter queue.
How to Release a Contact from the Spam Filter
To release a contact from the Spam Filter and add the contact to your CRM, click the pencil icon next to the first name, last name, or email field to edit the contact's information. A first name is required before a contact can be released. Check the Release box next to the contact, then click Submit Queue.
How to Delete a Call or Voicemail from the Spam Filter
To delete a call log or voicemail from the Spam Filter, check the Delete box on the line for the call or voicemail you want to remove, then click Submit Queue. Deleted entries are permanently removed and cannot be recovered.
How to Disable the Spam Filter
To disable the Spam Filter, click Settings in the top-right corner of the RingCentral app. Locate the Would you like to enable the Spam Filter? toggle and set it to No. Click Submit Settings to save the change. Once the Spam Filter is disabled, all calls and voicemails from unrecognized phone numbers will flow directly into your Thryv Business Center inbox without being held for review.
Warning: Disabling the Spam Filter permanently deletes all call logs and voicemails currently held in the Spam Filter queue. Entries deleted this way cannot be recovered. Release any call logs you want to keep before disabling the Spam Filter.
How to Update Your RingCentral Sync Preferences
To update your RingCentral sync preferences after installation, click App Market in the left-hand navigation, find the RingCentral app, and click Launch This App. Check the box to confirm you agree to the terms and conditions, then click Connect to RingCentral. Log in to your RingCentral account and authorize the changes to the sync.
When the Settings screen appears, toggle the voicemail, contact import, and Spam Filter options to your updated preferences, then click Submit Settings. Your updated preferences are saved immediately after submitting.
How to Unsubscribe from the RingCentral Integration
To unsubscribe from the RingCentral integration, click Unsubscribe in the top-right corner of the RingCentral app screen. You will be prompted to log in to your RingCentral account to authorize the disconnect between RingCentral and Thryv Business Center.
Warning: Unsubscribing from the RingCentral integration permanently deletes all entries currently held in the Spam Filter queue. These entries cannot be recovered if you reconnect the integration. Release any call logs you want to keep before unsubscribing.
Frequently Asked Questions
Will a voicemail recording inject into Thryv Business Center?
No. The RingCentral integration logs the call entry for a voicemail in Thryv Business Center, but the voicemail recording itself is not injected. To listen to a voicemail recording, log in to your RingCentral account directly.
Will SMS or text messages sent to my RingCentral number appear in Thryv Business Center?
No. The RingCentral integration does not currently include the RingCentral SMS feature. Only call logs and voicemails are synced to Thryv Business Center.
Does the contact import send my Thryv Business Center contacts to RingCentral?
No. The contact import is one-directional. The import only creates contacts in Thryv Business Center from contacts in your RingCentral account. Thryv Business Center contacts are not sent to RingCentral.
Who should install the RingCentral integration if there are multiple users on the RingCentral account?
The integration should be installed by a user with Admin permissions in the RingCentral account. Users without Admin permissions may experience issues with notifications and contact importing due to their permission level in RingCentral.
If I disable the Spam Filter, will it delete all entries currently in the queue?
Yes. Disabling the Spam Filter permanently deletes all call logs and voicemails currently held in the queue. Release any entries you want to keep before disabling the Spam Filter.
A client called me and I did not receive a notification in Thryv Business Center. Where is the call log?
If you have the Spam Filter enabled, the call log is most likely held in the Spam Filter queue. The Spam Filter captures calls and voicemails from phone numbers not already in your CRM, including calls from a client using a phone number different from the one saved on their contact record.
Do I need a specific RingCentral plan to use this integration?
No. The RingCentral integration is compatible with all RingCentral plans.
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