Objective
Learn how to sign into and make phone calls with the RingCentral integration in Outreach.
Applies To
- All Outreach Users
Before You Begin
Please ensure the following:
- Outreach admins have disabled Outreach Voice calling and enabled RingCentral as the preferred Voice Service for all users in your org's Voice Settings.
- RingCentral has been previously deployed and tested to ensure voice quality.
For more information regarding Outreach's integration with RingCentral, refer to our RingCentral FAQs.
Sign in to RingCentral in Outreach
- Access the Outreach Platform.
- Click the Click here to configure your voice provider banner at the top of the platform.
- On the Voice settings page, under Connect to your RingCentral account, click Connect.
- In the RingCentral window, click Sign In.
- On the RingCentral Sign In window, complete the Email or Phone Number field, then click Next.
Note: Apple users will get a separate tab in the browser. - In the Ring Central Sign In window, enter your Password.
- Click Sign In.
- On the Access Request screen, click Authorize.
- On the Confirm Emergency Address screen, click Confirm. You're now ready to make calls.
Make Calls with RingCentral in Outreach
Initiate a call in the RingCentral dialer by either:
- Clicking on a Prospect's decorated phone number in the RingCentral dialer.
- Clicking the phone icon in the top of the Outreach menu bar.
At the conclusion of the call, click Log to log the completed call.
Note: Recorded calls may take a few minutes to populate in the call log.