Odoo RingCentral Integration
by Serpent Consulting Services Pvt. Ltd. https://www.serpentcs.com$ 687.41
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Helpdesk (helpdesk) • Invoicing (account) • Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 19885 |
| Technical Name |
ringcentral |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Ringcentral
Integrates RingCentral with Odoo, enabling users to manage calls, SMS, and agent activities directly within Odoo. Provides real-time call control, message inbox, and a unified communication dashboard for improved productivity.
Highlighted Features
Seamless RingCentral Login
Establishing a comprehensive and highly secure OAuth2 authentication framework within the Odoo platform to ensure that user data is protected while providing seamless access to various services and applications.
Real-time Call Control
Effortlessly manage your calls by answering, holding, muting, transferring, and recording them all within the Odoo platform, ensuring a seamless communication experience without the need to switch applications.
Unified SMS Inbox
Effortlessly send, receive, and search through your messages all within the Odoo platform, ensuring seamless communication and organization.
Agent Dashboard & Live Tracking
The module provides a real-time dashboard inside Odoo that tracks all agent activities. Managers and users can monitor active calls, agent availability, call durations, and the last call made or received. This feature is especially useful for call centers and support teams where visibility is critical. With live updates and quick insights, the dashboard helps supervisors make informed decisions and ensures agents are staying productive.
Activity Logging & CRM Integration
Every call or message handled through RingCentral is automatically logged inside Odoo and linked with the relevant contact, lead, or customer record. This creates a centralized communication history that eliminates data silos and ensures no interaction is lost. Sales teams benefit from having complete call and SMS histories attached to leads, while support teams can track issue resolutions more effectively. The result is better accountability, smoother handovers, and improved customer satisfaction.
Seamless Configuration & Setup
The integration is designed to be easy to configure, even for non-technical users. Administrators can add their RingCentral credentials in Odoo’s settings, configure redirect URIs, and authenticate accounts without complex setups. The system also handles token refresh automatically, reducing downtime and ensuring uninterrupted service. Combined with clean number validation and environment switching (sandbox/production), the setup process is reliable and user-friendly.
User Settings for Access Management
By activating this feature, you will gain access to the RingCentral container.
Credentials for the Ringcentral Application
To utilize this feature, you must first create an application within your RingCentral Developer account and input all necessary credentials, including the client ID and client secret key.
RingCentral Solution Container
RingCentral interface following the activation and configuration of the credentials
Call Logs
Call records encompass all incoming and missed calls. You can conveniently filter these records using the icon located in the top right corner.
Contacts Tab , Showing odoo Records
Contact tabs display Odoo records, allowing you to select any contact and initiate a text message via RingCentral, provided that the user has been previously created in Odoo or has made a call at least once.
Contact Information Display
Contact Information displaying options for calling or messaging
Active Agents Tab
The Active Agents section provides comprehensive details regarding their status and names.
Inbox Tab
Inbox section, displaying all received messages, if available, along with the option to initiate a new conversation using the icon located at the bottom.
Updated User Interface for Conversations, Tab
In the new Conversation Tab, you have the option to select contacts from your Address Book to send messages, or you can directly input a phone number for communication.
Configuration Panel Settings
You can log out of RingCentral and update your current presence status here.
Current Status Of User
The current status of the user indicates that they are busy at the moment, and we have the capability to update this status if necessary.
Options for changing status to
List of status options to update to
Logged in User Details Tab
User Dashboard for Logged In Members
Incoming Call interface
Incoming Call interface featuring options for answering, declining, and forwarding calls
Call Connected View
Call established with functionalities including call transfer, call parking, muting and unmuting, call recording, holding and unholding calls, as well as the ability to flip calls and add notes during the conversation.
Call logs in Odoo
We can access all call logs initiated after a certain date, as well as all previous calls associated with the account.
Dashboard View
The dashboard interface displays a comprehensive overview of all agents, dynamically updating the chart and call metrics based on the selected agent. Currently, it reflects the total number of calls made by all agents.
Real Time Agent Status Dashboard
Real-Time Dashboard Displaying an Up-to-Date Overview of Agent Status
Live Call Status
Live call status of the Agent
CRM call Feature
Initiate calls directly from the CRM or any designated phone field.
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Hi Team, I just wanted to express my gratitude for the support I received from your team and your incredible leader, Mr. Jay. It was truly seamless, and I am very grateful to have met your team.
Re: Hi Team, I just wanted to express my gratitude for the support I received from your team and your incredible leader, Mr. Jay. It was truly seamless, and I am very grateful to have met your team.
Hello Indrajeet,
Thank you for your encouraging feedback.
We look forward to building a long-term relationship and continuing to serve you with top-quality work on future assignments.
Best regards,
Error occurres in Recruitment module -> Applications -> All Applications after installing Ringcentral module on new DB without any other custom or thirdparty addons.
Re:
Hello Apansov,
Thank you for patience. Hope your issue is resolved.
Thanks.
Phone type?
Does it use hard phones or soft phones or both?
Re: Phone type?
softphones,
thanks
Can it open an opportunity?
Are there any smart buttons on incoming call to open an opportunity in CRM? Or is there just an answer button? If there a live demo available? The button that says LIVE PREVIEW here doesn't link to anything. And the video on this page doesn't play anything when you click the play button. Where can I see all the features?
Re: Can it open an opportunity?
Hello,
There is no smart button in CRM while incoming call.
if you have such requirements, please mail us at contact@serpentcs.com.
meanwhile I'm sharing Ringcentral youtube playlist.
https://www.youtube.com/playlist?list=PL4Wugt3LKrSQTcPoOEONX0wtc16xtEB1b
Thanks.