If you are using RingCentral, MVP will be able to automatically log outgoing and incoming phone calls for households in your MVP account.
Setting Up Integration
You'll first need to link your RC account to your MVP account.
Go to your My Account Settings in MVP, and there will be a section called "RingCentral Settings" with a button to link your account.
Click it and it will take you to RC to log in and confirm you authorize MVP to access the account.
Note: If anything is done on the RC side that makes the connection invalid (password change is one clear example, but there could be other possible causes), then you will receive an email informing you to reconnect your account in order to give us access again.
To the right of the Connect Your Account button in MVP, you will see additional options.
1. Use default next action for calls logged from RingCentral - this option will use your default next action (found on your Default Values page) for calls logged with RC.
Note: The only next actions that we are able to use when automatically logging phone calls are "Call Tomorrow" or "Call Back Today".
Click here to learn more on setting your defaults.
2. Turn off notifications for inbound RingCentral phone calls - check this box if you do not wish to see inbound calls pop up at the bottom right of your screen. See "Using the RingCentral Integration" below for more details.
3. Turn off automatic logging for RingCentral phone calls - if you have connected your RingCentral account for texting purposes, but do not wish for MVP to automatically log your phone calls for you, you can check this box.
Learn more about our RingCentral texting integration.
Using the RingCentral Integration
Once you’ve authorized MVP to access your RC account, whenever you make an outbound phone call or receive an inbound phone call in RC for a household that is in your MVP account, your phone call will be logged automatically.
For any inbound call, you will see a pop up at the bottom right of your screen. If we can match the phone number to a household in your MVP account, you will be able to click the link to be taken to that household's details page. If the number does not match any record in your MVP account, you will be able to click the link and create a new lead in MVP.
Once a call has been completed for a phone number that matches to an existing household, you will see a pop up at the bottom right of your MVP screen that says a call has been logged. This will include a link to go to that household's details page should you need to make any updates for the household.
Disconnecting Your RingCentral Integration
Go to your MyAccount Settings in MVP, and there will be a section called "RingCentral Settings"
Click the button to disconnect your RingCentral account