RingCentral integration - First Time Set-up (Admins & Users)

With the ProsperWorks and RingCentral integration combining your phone system and CRM is all about saving you time!

We’re going to cover getting the integration set-up for the first time for both admins and users. Make sure to view our Technical Requirements before you get started.

 

Admins

Enable the RingCentral integration in your ProsperWorks settings

1. Log in to ProsperWorks from the website application (this cannot be accessed through the mobile app or the extension).

2.  Navigate to Settings > Integrations and find the RingCentral tile and click “CONNECT”:

 

3.  Sign in to your RingCentral account:

 

4.  Authorize your account:

 

5.  Now the RingCentral Integration tile will show that your account is connected:

 

Map your ProsperWorks users to their RingCentral extensions

 

Before your ProsperWorks users can start using the web phone, their RingCentral extension needs to be mapped to their ProsperWorks user. This mapping allows the ProsperWorks system to identify users when it comes to call logging.

1.  If you are not already logged in, log in to ProsperWorks from the website application (this cannot be accessed through the mobile app or the extension).

2.  Navigate to Settings > Integrations and find the RingCentral tile and click "Settings":

 

3.  You should now see the RingCentral Settings page:

 

4.  Locate the extension of the user you want to map to, and select them using the dropdown menu to the right:

 

5.  Repeat these steps for each additional user you need to map.

6.  Don't forget to save when you are done!

 

 

7.  The users who have been paired with their extensions in the above steps will see the phone app in ProsperWorks the next time they log in or after they refresh their browser page:

 

Sending instructions to your users to set up their accounts

 

Once the RingCentral integration is enabled, ProsperWorks users have to enable the web phone in their accounts. Here are the instructions for users:

 

Users

First time log in

To make and receive calls using the ProsperWorks web phone you have to connect your ProsperWorks account to your RingCentral account.

1.  Log in to ProsperWorks from the website application (this cannot be accessed through the mobile app or the extension).

2.  In the upper right hand corner you should see your phone in an inactive state:

If you do not see the phone icon, contact your administrator to set up the integration.

3.  Log into RingCentral by either clicking on the phone icon, or navigating to Settings > Phone Settings and click on Login:

 

3.  Sign in to your RingCentral account:

 

4.  Authorize your account:

 

5.  Now the your phone app will show as activated!

 

Configure your caller id

When you call someone using the ProsperWorks web phone, you can decide what number you want to show on the other party’s caller ID (“Outbound Caller ID”). You can change this setting any time.

1.  If you are not already logged in, log in to ProsperWorks from the website application (this cannot be accessed through the mobile app or the extension)

2.  Navigate to Settings > Phone Settings.

3.  Use the Outbound Caller ID field to select which number you want displayed when you call someone:

 

 

Receiving calls in ProsperWorks

The ProsperWorks web phone can receive phone calls, when someone calls your VoIP extension it can ring and you can answer the call from the web app. When you enable the web phone, by default your account is set to receive phone calls.  If you want to change this setting:

1.  In the web app go to System Settings > Phone settings

2.  Locate the “Receive phone calls in the ProsperWorks app” setting and change it to suit your needs:

 

Test your headphones

Finally, to make sure your headphone or speakers work correctly, play a test sound from the web app:

1.  In the web app go to System Settings > Phone settings

2.  Locate the “Play test sound” option and click to see if you can hear it clearly!

 

 

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