RingCentral Integration Overview

The RingCentral integration connects your phone calls to Ping. When you have call recording enabled in RingCentral, Ping automatically turns those recorded calls into meetings complete with transcripts, AI summaries, and action items. This gives you the same powerful meeting intelligence for phone conversations that you already get for video meetings.

What You Get

Once connected and recording is enabled in RingCentral, Ping will automatically process your recorded phone calls. Each call appears in Ping as a meeting and includes:

• AI-generated transcript of the full conversation

• Meeting summary with key discussion points

• Action items pulled from the call

• Direct link to the call details in Ping

Phone calls are treated just like any other meeting in Ping. You can search them, review notes, sync action items to your CRM, and share recaps with your team.

How to Connect

Follow these steps:

1. In Ping, go to Settings and click Integrations.

2. Find the RingCentral card and click Connect RingCentral.

3. You will be redirected to RingCentral's authorization screen. Log in to your RingCentral account and grant the requested permissions.

4. You will be taken back to the Integrations page, where RingCentral will now show as Connected.

Once connected, Ping will begin receiving your recorded calls automatically.

Enable Auto-Recording in RingCentral

For Ping to process your phone calls, call recording must be turned on in RingCentral. We recommend enabling automatic recording so every call is captured without any extra steps. These steps must be completed by a RingCentral user with admin privileges.

Follow these steps in RingCentral:

1. Log in to your RingCentral account at service.ringcentral.com.

2. Click on Phone System in the top selection bar.

3. Navigate to Auto Receptionist and then General Settings.

4. Click Automatic Call Recording, and then toggle on Enable Automatic Call Recording.

5. Choose which extensions to automatically record.

6. We recommend toggling off the setting Play periodic tones for outbound calls, as this plays a distracting beep every 15-30 seconds during the call

7. Save your changes.

Once automatic recording is enabled, all future calls will be recorded and sent to Ping for processing. If you prefer not to record every call, you can also start recording manually during a call by pressing the record button in RingCentral.

Linking Phone Numbers to Contacts

When a phone call comes into Ping, the caller may appear as just a phone number. You can link that phone number to an existing contact so that future calls from the same number are automatically associated with the right person and client.

Follow these steps:

1. Open a phone call meeting in Ping.

2. Click on the phone number shown in the participants section.

3. A dialog will appear giving you two options:

Link to an existing contact:

• Search for the contact by name, email, or phone number.

• Select the correct contact and confirm.

Create a new contact:

• Click Create New Contact.

• Enter the contact's email address (required), and optionally their name.

• The phone number will be filled in automatically.

• Click Save to create the contact and link the number.

Once a phone number is linked to a contact, all past and future calls from that number will be associated with that contact and their client. This means call summaries, transcripts, and action items will appear in the right client context automatically.

How to Disconnect

Follow these steps:

1. Go to Settings and click Integrations.

2. Find the RingCentral card and click Disconnect.

Once disconnected, Ping will stop receiving new calls from RingCentral. Your existing call data in Ping is not affected. You can reconnect at any time.

Good to Know

Recording must be enabled.

Ping can only process calls that have a recording. If call recording is not turned on in RingCentral, Ping will not receive those calls. See the section above on enabling auto-recording.

Phone calls become full meetings.

Recorded calls are processed the same way as video meetings. You get transcripts, summaries, action items, and the ability to sync data to your CRM integrations like HubSpot.

Link phone numbers once.

After you link a phone number to a contact, Ping remembers the association. Future calls from that same number will automatically be connected to the right contact and client.

Each phone number links to one contact.

A phone number can only be assigned to a single contact. If the number is already linked to someone else, Ping will let you know which contact it belongs to.

Available on paid plans.

The RingCentral integration is available to users on a paid Ping plan.

Troubleshooting

I connected but I am not seeing any calls.

Make sure call recording is enabled in your RingCentral account. Ping can only process calls that have recordings. Check the Enable Auto-Recording section above for instructions.

A call is showing a phone number instead of a contact name.

This means the phone number has not been linked to a contact yet. Open the call in Ping and click the phone number to link it. See the Linking Phone Numbers to Contacts section above.

I linked the wrong contact to a phone number.

Open a call from that phone number in Ping and click the phone number again. You can update the linked contact from there.

My calls are taking a while to appear.

After a call ends, it may take a few minutes for the recording to become available in RingCentral and for Ping to process it. If a call has not appeared after 15 minutes, try checking that your RingCentral connection is still active in Settings and Integrations.