RingCentral integration connects your RingCentral phone system to Slant. Once connected, Slant syncs your SMS conversations and call history, and you can send messages and initiate calls from client records.
RingCentral is a per-user integration. Each team member connects their own RingCentral account so that their individual call and SMS activity syncs to the book.
Prerequisites
Before connecting RingCentral:
- Active RingCentral account
- Slant book access
Connect RingCentral
- Navigate to Settings > Phone and SMS
- Find the RingCentral section and click Connect RingCentral
- Sign in to your RingCentral account in the popup
- Authorize Slant to access your account
When you authorize, Slant requests the following RingCentral permissions:
- Read call logs and call recordings
- Send and read SMS messages
- Initiate calls (RingOut)
- Read account info
- Manage webhook subscriptions
After authorization, Slant syncs your extension metadata and begins importing call and SMS history for phone numbers in your book. This initial sync covers up to 7 years of history and may take a few minutes.
Features
SMS messaging
Send and receive text messages from the Phone tab on client, prospect, and contact records.
- Select your RingCentral account from the Phone account dropdown (if multiple integrations are connected)
- Choose a sending number from your SMS-capable RingCentral numbers
- Select the recipient phone number
- Compose and send messages
Incoming messages sync via webhooks and appear in Slant automatically.
Note: Only RingCentral numbers with SMS capability appear in the sending number dropdown. Not all RingCentral numbers support SMS.
Call logging
Slant imports call history from RingCentral, including:
- Call direction (inbound or outbound)
- Date, time, and duration
- Call status (completed, missed, voicemail, failed)
- Call recordings (if recording is enabled in RingCentral)
Click-to-call (RingOut)
If your RingCentral account has direct numbers, you can initiate calls from Slant using RingOut. RingOut works by calling your RingCentral device first, then connecting you to the contact once you answer.
Note: RingOut requires at least one direct number on your RingCentral extension. Configure where RingCentral rings you (desktop app, mobile app, desk phone) in your RingCentral account settings.
Call recordings
If call recording is enabled in your RingCentral account, Slant imports those recordings. Click a call log entry with a recording to play it in Slant.
Recording is configured in RingCentral, not in Slant. Contact your RingCentral admin to enable recording.
Call recording laws vary by jurisdiction. Many require all-party consent. Ensure your recording practices comply with applicable laws and your firm’s compliance policies.
Team setup
Each team member connects their own RingCentral account individually.
- Team member navigates to Settings > Phone and SMS
- They click Connect RingCentral and authorize with their RingCentral credentials
- Their extension name and number appear on the integration card
Multiple team members can have RingCentral connected in the same book. The Phone account dropdown on the Phone tab lets you switch between connected accounts.
Reauthorization
If your RingCentral token expires or permissions change, Slant marks the integration as needing reauthorization. When this happens:
- Navigate to Settings > Phone and SMS
- Click Connect RingCentral to reauthorize
- Sign in and authorize again
Slant re-syncs your data after reauthorization.
Disconnect RingCentral
- Navigate to Settings > Phone and SMS
- Find your RingCentral connection and click Disconnect
Note: Disconnecting removes the RingCentral webhook and stops syncing new data. Existing call logs and SMS messages in Slant are not deleted.
Troubleshooting
RingOut not available
- Confirm your RingCentral extension has at least one direct number
- Verify the integration is connected and not in an error state
- Check that your RingCentral account includes RingOut permissions
Calls or SMS not syncing
- Verify the integration shows as connected in Settings > Phone and SMS
- Check if reauthorization is required (the card indicates this)
- Ensure the contact’s phone numbers match numbers in your RingCentral system
SMS not sending
- Confirm you selected a sending number that has SMS capability
- Verify the recipient number is a valid mobile number
- Check your RingCentral account for any sending restrictions
Wrong person matched to a call
- Check for duplicate phone numbers across records
- Verify phone number formatting includes area codes
- Update incorrect phone numbers on the appropriate person
Next steps
