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Phone integrations connect your business phone system to Slant, enabling click-to-call functionality, automatic call logging, and call activity tracking on client records.

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Why integrate your phone system?

Phone integration provides:
  • Click-to-call — Call clients directly from Slant
  • Automatic logging — Calls appear on client timelines
  • Call tracking — See call history and duration
  • Screen pops — See client info when they call you
  • Unified communication — Calls alongside emails and meetings

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Supported phone providers

Slant integrates with these phone systems:
ProviderFeatures
TwilioClick-to-call, call logging, SMS
RingCentralClick-to-call, call logging, voicemail
MyRepChatSMS/text messaging compliance
Phone integrations are available on Professional and Enterprise plans. Contact your account manager for details.

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How phone integration works

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Outbound calls

  1. Click a phone number in Slant
  2. Your phone rings first
  3. When you answer, Slant connects you to the client
  4. Call is logged automatically when complete

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Inbound calls

  1. Client calls your business number
  2. Slant looks up the caller ID
  3. Screen pop shows client information
  4. Call is logged when complete

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Call logging

Logged call data includes:
  • Caller and recipient
  • Date and time
  • Duration
  • Direction (inbound/outbound)
  • Recording link (if enabled)

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Setting up phone integration

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General setup process

1

Choose your provider

Select the phone system you use or want to use.
2

Create provider account

Sign up with the phone provider if needed.
3

Connect to Slant

Follow the provider-specific connection guide.
4

Configure settings

Set up call routing, logging preferences, and team access.
5

Test the integration

Make a test call to verify everything works.

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Provider-specific guides

Twilio setup

Connect Twilio for calls and SMS

RingCentral setup

Connect RingCentral phone system

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Click-to-call

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Making a call

1

Find the phone number

On a client record, locate their phone number.
2

Click the number

Click the phone number or phone icon.
3

Your phone rings

Answer your phone when it rings.
4

Connected to client

Slant connects you to the client.

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Click-to-call from anywhere

Phone numbers are clickable throughout Slant:
  • Client records
  • Contact records
  • Task details
  • Meeting attendee lists
  • Search results

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Call activity

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View call history

1

Open client record

Navigate to the client.
2

See activity timeline

Calls appear in the activity feed.
3

Filter to calls

Click Filter → Calls to show only calls.

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Call details

Click a call to see:
  • Full duration
  • Notes added during/after call
  • Recording (if enabled)
  • Related tasks or follow-ups

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Add call notes

1

Find the call

Locate the call in the activity timeline.
2

Click Add note

Click Add note on the call record.
3

Enter notes

Document what was discussed.
4

Save

Notes are saved to the call record.

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Call recording

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Recording availability

Call recording depends on your phone provider and plan:
ProviderRecording
TwilioAvailable with additional setup
RingCentralIncluded in most plans

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Compliance considerations

Call recording has legal requirements that vary by jurisdiction. Many states require all-party consent. Consult your compliance team before enabling recording.

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Accessing recordings

If recording is enabled:
  1. Open the call record
  2. Click Play recording
  3. Listen in the browser or download

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Text messaging (SMS)

Some integrations support text messaging:

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Send a text

1

Open client record

Navigate to the client.
2

Click SMS

Click the SMS icon next to their mobile number.
3

Compose message

Type your text message.
4

Send

Click Send to deliver.

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SMS compliance

For compliant texting (especially in financial services), see MyRepChat integration.

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Troubleshooting

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Calls not logging

Check:
  • Integration is connected and active
  • Phone number format is correct
  • Caller ID matched to a person in Slant

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Click-to-call not working

Verify:
  • Integration is properly configured
  • Your extension/number is set in your profile
  • Browser permissions allow the call popup

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Poor call quality

Ensure:
  • Stable internet connection
  • Quality headset or phone
  • Provider’s service status is normal

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Best practices

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Keep phone numbers updated

  • Verify client phone numbers regularly
  • Mark preferred contact numbers
  • Update when numbers change

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Log important details

After calls, add notes about:
  • Key topics discussed
  • Decisions made
  • Follow-up actions needed

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Use call data for insights

Review call patterns:
  • How often are you calling clients?
  • Which clients haven’t been called recently?
  • Call duration trends

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Next steps

Twilio

Set up Twilio integration

RingCentral

Set up RingCentral integration

MyRepChat

Compliant text messaging