Help Center

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RingCentral is a leading provider of cloud communications solution for businesses. Connecting with RingCentral allows users to reach leads directly from propipelines.com to log their conversations and track their call activities. This integration is strictly with RingCentral voice calls only.

If you don't have a RingCentral account yet, sign up for a free trial here. If you don't already have a propipelines.com account, start your free trial today.

⚠️ This integration is only available starting at the Expert edition and the RingCentral soft phone.

Getting Started

  • Set up your propipelines.com and RingCentral integration
  • Call your leads from propipelines.com

    • Set up your propipelines.com and RingCentral integration

    ⚠️ Only Pro Pipe Lines account administrators can connect Pro Pipe Lines to their RingCentral account. The user must also be a RingCentral administrator to successfully set up the integration.

    1. Sign into your propipelines.com account, go to the Admin Panel > Integrations > Third-party apps, and select our RingCentral integration.
    2. Click Connect my RingCentral account and you'll be redirected to enter your login credentials and authorize Pro Pipe Lines's access to your RingCentral account.

    Call your leads from propipelines.com

  • Download and install RingCentral desktop app.
  • Enter your RingCentral credentials.
  • Set RingCentral as your default click-to-dial system at the computer level.
  • Make sure the phone number is plugged in the "Phone" or "Mobile phone" type default field.
    • When you create a Phone, Mobile or Telephone lead field, select "Phone" or "Mobile phone" as the Field type.

  • Click on the phone icon on any lead with a phone number in propipelines.com, save your browser preferences to always open RingCentral in future.

    • Note: if you want to record your calls, make sure you enable the Call Recording feature and click on the Record button found on your softphone when you launch your call.

  • Calls are automatically logged with the duration, number and audio recording. You may then edit that activity to select the outcome and enter your notes.

  • The integration is also available to use on prospecting lists. Right-click on the cell that contains the phone number and launch the call using RingCentral.

    Watch how to connect Pro Pipe Lines to RingCentral and start calling leads and prospects