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RingCentral & Zoho Full Tutorial – 2020

Time Stamps – 0:00 Intro 0:49 Agenda 1:47 RingCentral Overview 7:50 Zoho One Process 11:35 Zoho CRM Integration 12:00 Zoho Desk Integration 13:37 Zoho Recruit Integration 15:07 User Experience 27:55 Q&A

RingCentral is one of the most dependable telephony platforms when used with Zoho’s suite (CRM, Desk, Recruit, Zoho One). This guide walks you through the features, pricing considerations, integration paths, and user experience—so you can make informed decisions and maximize your telephony setup.


Why Use RingCentral with Zoho?

  • Proven reliability: Strong VOIP/telephony system with high uptime (“five‑nines”) and a rock‑solid base.
  • Feature richness: Beyond calling, includes messaging, video (via Zoom licensing), contact center features such as call queues, wait times, automatic redial, etc.
  • Cross‑platform availability: Apps for desktop, browser, mobile (iOS/Android), plus softphone support helps remote or field‑based teams.

Pricing & Plan Considerations

  • RingCentral’s plans vary: standard, premium, etc. Key: Zoho integrations are included starting at the Standard edition (for some plans), not just premium.
  • Paying annually generally offers significant discounts over monthly billing.
  • Enterprise or larger customers may negotiate better deals, multi‑year contracts, or bundled services.

Integration Paths by Zoho Application

Zoho ProductIntegration Entry PointKey Setup StepsNotes
Zoho OneZoho One dashboard → Admin → Marketplace → TelephonyEnable PhoneBridge, select RingCentral, authenticate usersNot all providers support all apps—RingCentral does
Zoho CRMCRM Settings → Channels → Telephony → “Click to Configure”Choose provider, assign credentials, set call methodCRM supports most functionality
Zoho DeskDesk Settings → Phone sectionSelect provider, enable call flowOnly 23 providers supported in Desk
Zoho RecruitRecruit Settings → Telephony / Phone Bridge / SMS gatewaySet up user lines, enable SMS, test flowsMost limited; only ≈ 20 providers supported

User Experience & Workflow

  • Admin enables integration; users authenticate RingCentral themselves (email, phone, password).
  • Users choose how to make/receive calls: browser, softphone, “ring out” to phone, or desk phone.
  • Inside Zoho apps, users click the phone icon next to a contact to make calls.
  • After calls, users can log notes, create follow-up tasks or events.
  • All activities are logged automatically (duration, call type, contact).
  • Incoming calls trigger popups and can open the contact’s record automatically.
  • Users can switch calling methods anytime.

SMS & Extended Features

  • RingCentral supports SMS but is limited—no message threads or response tracking natively.
  • For full two-way SMS/MMS inside Zoho, use third-party extensions like:
    • RingCentral SMS for Zoho
    • Twilio SMS from Catalyst
    • Jeremy Nagel’s SMS tool (deluge-based)
  • Twilio spoofing can be used to mimic RingCentral numbers.
  • Costs: ~$1/month for a Twilio number, less than $0.01/SMS.

Best Practices & Tips

Consider emergency compliance—set accurate addresses per user.

Check if your provider supports all Zoho apps you plan to use (Desk, Recruit, etc.).

Pilot integrations with test users before a full rollout.

Train staff on how to log calls, dispositions, and schedule follow-ups.

Run VOIP quality tests to ensure internet and hardware can support calls.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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