Every call, recording, and SMS is automatically logged to the relevant lead timeline, giving your team full communication history in one place.
What you get
- Automatic call log sync to CRM timelines
- Call recording storage and playback in CRM
- SMS message logging and history
- Click-to-call from any CRM record
- Call analytics with duration and outcome tracking
- Multi-line and department support
- Voicemail-to-text transcription
- Real-time presence and availability sync
Setup guide
How to get RingCentral working with SkedX CRM.
- Ensure you have a RingCentral business account
- Navigate to SkedX CRM Settings → Integrations → RingCentral
- Authorize the OAuth connection with your RingCentral account
- Configure which call data syncs to CRM (calls, SMS, recordings)
- Start making and receiving calls with automatic CRM logging
Questions
How do I connect RingCentral with SkedX?
Connecting RingCentral to SkedX CRM takes 5 steps: Ensure you have a RingCentral business account; Navigate to SkedX CRM Settings → Integrations → RingCentral; Authorize the OAuth connection with your RingCentral account; Configure which call data syncs to CRM (calls, SMS, recordings); Start making and receiving calls with automatic CRM logging. No developer setup is required — you can complete it from your SkedX dashboard.
What can I do with the RingCentral integration?
With the RingCentral integration you can: Automatic call log sync to CRM timelines; Call recording storage and playback in CRM; SMS message logging and history. Everything stays in sync with SkedX CRM.
Is the RingCentral integration available now?
Yes — the RingCentral integration is available now as part of SkedX CRM, in the Communication category.
