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RingCentral Integration

Connect RingCentral with VerdictFlow to automatically create leads from incoming calls and track call activity alongside your intake and referral workflow.

Key Features

Automatic lead creation from calls
Call logging on lead records
SMS conversation tracking
Call recording links
Caller ID to lead matching
Lead source attribution
Call outcome tracking
Webhook-based sync

Communication Capabilities

Call Tracking

Log inbound and outbound calls on lead records automatically

SMS Logging

Track SMS conversations linked to lead contacts

Lead Creation

Automatically create leads from new caller contacts

Attribution

Attribute leads to call campaigns and phone numbers

Getting Started

1

Connect RingCentral

Link your RingCentral account with VerdictFlow

2

Configure Settings

Set up your communication preferences and routing rules

3

Start Communicating

Begin using integrated communications within VerdictFlow

Use Cases

Lead Intake

Convert inbound calls into qualified leads automatically

  • Automatic lead creation
  • Caller ID matching
  • Call recording links
  • Source attribution

Client Follow-up

Track all communication with lead contacts

  • Call history on lead records
  • SMS conversation logging
  • Activity timeline
  • Team visibility

Campaign Tracking

Attribute leads to phone campaigns and tracking numbers

  • Number-based attribution
  • Call volume tracking
  • Lead quality by source
  • Outcome reporting

How It Works

Webhook Integration

RingCentral events (calls, SMS, voicemail) are sent to VerdictFlow via webhooks, creating and updating lead records in real time.

Secure Connection

OAuth 2.0 authentication ensures your RingCentral account stays secure. Revoke access from VerdictFlow settings at any time.

Frequently Asked Questions

Which RingCentral plans are supported?

Our integration works with RingCentral MVP (Message, Video, Phone) plans. Some features may require specific RingCentral editions or add-ons.

How are calls and messages stored?

All communication data is securely stored and encrypted. Call recordings and messages are retained according to your RingCentral plan settings and compliance requirements.

Can I customize the call routing?

Yes, you can set up custom call routing rules based on case assignments, team availability, and business hours. The integration supports advanced IVR and call flow customization.