Prerequisites
Before connecting RingCentral:- Active RingCentral account (MVP or higher)
- RingCentral admin access (for initial setup)
- Slant Professional or Enterprise plan
Connect RingCentral
1
Go to integrations
Navigate to Settings → Integrations.
2
Find RingCentral
Locate RingCentral in the available integrations.
3
Click Connect
Click the Connect button.
4
Sign in to RingCentral
You’ll be redirected to RingCentral to authorize the connection.
5
Grant permissions
Allow Slant to access your RingCentral account:
- Read call logs
- Initiate calls
- Access contacts
6
Select extension
Choose which RingCentral extension to use.
7
Complete setup
You’re redirected back to Slant. The integration is now active.
Configure your extension
Each team member needs to set their RingCentral extension:1
Go to your profile
Click your avatar → Profile settings.
2
Find phone settings
Scroll to the phone/calling section.
3
Select your extension
Choose your RingCentral extension from the dropdown.
4
Save
Click Save to apply.
Click-to-call
Make a call
1
Find a phone number
Locate the client’s phone number in Slant.
2
Click the number
Click the phone icon or number.
3
Call initiates
RingCentral rings your device first.
4
Answer
When you answer, you’re connected to the client.
Choose how to receive calls
Configure where RingCentral rings you:| Option | Description |
|---|---|
| Desktop app | RingCentral desktop application |
| Mobile app | RingCentral mobile app |
| Desk phone | Your physical RingCentral phone |
| Softphone | Browser-based calling |
Call logging
Automatic logging
When connected, calls are logged automatically:- Outbound calls from Slant
- Inbound calls to your RingCentral number
- Call duration and timestamps
What’s captured
| Data | Logged |
|---|---|
| Call direction | Yes (inbound/outbound) |
| Date and time | Yes |
| Duration | Yes |
| Caller ID | Yes |
| Recording | Yes (if enabled in RingCentral) |
View call logs
1
Open client record
Navigate to the client.
2
See activity
Calls appear in the activity timeline with the RingCentral icon.
Call recordings
Enable recording
Recording is configured in RingCentral:- Log in to RingCentral admin
- Go to Phone System → Auto-Recording
- Enable recording for desired extensions
- Set recording rules (all calls, on-demand, etc.)
Access recordings in Slant
If recording is enabled:1
Find the call
Locate the call in the activity timeline.
2
Click Play
Click the play button to listen to the recording.
Recordings are stored in RingCentral. Slant provides a link to access them.
Recording compliance
Voicemail
Voicemail logging
Voicemails received on your RingCentral line can be logged:- Caller information
- Timestamp
- Voicemail recording
Listen to voicemails
Access voicemails through:- The call record in Slant
- RingCentral app/portal directly
Caller ID matching
How matching works
When a call comes in:- Slant receives the caller ID
- Searches for matching phone numbers
- Links the call to the client/contact record
Improve matching
For accurate matching:- Keep phone numbers up to date
- Use consistent formatting
- Include area codes
Unmatched calls
If a call doesn’t match:- It may log as an unassigned call
- You can manually link it to a record
- Add the number to the appropriate person
Team setup
Add team members
Each team member connects their own RingCentral account:1
Team member goes to settings
They navigate to their profile settings.
2
Connect RingCentral
They follow the connection flow.
3
Select their extension
They choose their specific extension.
Shared lines
If your team shares phone lines:- Configure call routing in RingCentral
- Consider using RingCentral call queues
- Calls log to the person who handled them
Disconnect RingCentral
If you need to disconnect:1
Go to integrations
Navigate to Settings → Integrations.
2
Find RingCentral
Locate RingCentral in connected integrations.
3
Click Disconnect
Click Disconnect and confirm.
Disconnecting stops new call logging but doesn’t delete existing call records.
Troubleshooting
Click-to-call not working
Check:- RingCentral integration is connected
- Your extension is set in your profile
- RingCentral service is operational
- Pop-up blocker isn’t blocking the call window
Calls not logging
Verify:- Integration is active and connected
- Call was made through the integration (not direct dial)
- Phone number exists in Slant
Recording not available
Ensure:- Recording is enabled in RingCentral admin
- The specific call was recorded (check RingCentral)
- Recording permissions are granted to Slant
Wrong client matched
If calls link to wrong records:- Check for duplicate phone numbers
- Verify phone number formatting
- Update incorrect associations