RingCentral Integration
by TechUltra Solutions Private Limited https://www.techultrasolutions.com$ 519.00
RingCentral Integration
The RingCentral Integration module for Odoo provides seamless integration between your Odoo CRM and RingCentral phone system. This module enables comprehensive CTI (Computer Telephony Integration) features including call management, history tracking, contact linking, call recordings, transcripts, and real-time analytics.
The module uses the RingCentral Embeddable Widget for all calling functionality, providing a native RingCentral experience directly within Odoo. It supports OAuth 2.0 authentication, automatic token refresh, webhook subscriptions, and intelligent contact matching.
RingCentral Integration
Product Overview
Features
Configuration
Support
FAQs
RingCentral Access (User-Level Permissions)
Administrator
Assign this role to users who need full control over the RingCentral configuration inside Odoo. A RingCentral Administrator can:
- Manage global RingCentral settings and credentials
- Configure OAuth and webhook settings
- View all call logs and recordings
- Manage RingCentral user accounts and permissions
- Access advanced CTI features and analytics
Note: Use this role only for technical or management users who need complete access.
User
Assign this role to regular Odoo users who will make and receive calls through RingCentral. RingCentral Users can:
- Log in with their personal RingCentral account
- Make outbound calls from CRM forms
- Receive inbound call popups
- View their own call history, recordings, and transcripts
- Sync calls with contacts, leads, or opportunities
Recommended for: Sales teams, support agents, and customer service staff.
RingCentral Application Setup
Log in to the RingCentral Developer Portal.
Go to Console > Apps and create a new application or use an existing one. In this example, the application is named “Odoo”.
Auth Configuration Instructions
Click Settings, then scroll down to the Auth section.
In this section, configure how your application will authenticate with RingCentral:
-
Select
3-legged OAuth flow authorization code(recommended for web-based integrations). -
Choose the appropriate app type depending on your Odoo setup,
for example:
- Client-side web app (SPA, JavaScript)
- Server-side web app
-
Enter the OAuth Redirect URI. This is the URL
RingCentral uses to send the
authorization code back to your Odoo instance after successful
authentication.
Required Redirect URLs:
https://your-odoo-domain.com/ringcentral/oauthhttps://apps.ringcentral.com/integration/ringcentral-embeddable/latest/redirect.htmlBoth URLs must be added in the RingCentral app configuration to ensure proper OAuth flow and seamless operation of the RingCentral Embeddable Widget inside Odoo.
-
Enable
Issue refresh tokens?so RingCentral can provide a refresh token, allowing long-term authentication without requiring users to re-authenticate frequently.
Tip: Make sure the Redirect URI you enter exactly matches the
one configured in Odoo
(including https:// and any trailing
slash).
Configure the Application Scopes in the RingCentral Developer Console to define the permissions required by the Odoo integration.
These scopes allow the module to manage calls, retrieve call logs and recordings, synchronize contacts, receive webhook events, and enable real-time communication through the RingCentral Embeddable Widget.
Ensure all required scopes are selected exactly as shown to guarantee full functionality of calling, call history, recordings, transcripts, and analytics inside Odoo.
Go to Apps > Odoo inside the RingCentral Developer Console and copy your Client ID and Client Secret.
The Client ID identifies your app, while the Client Secret securely authenticates it during the OAuth process. Keep the Client Secret private and do not share it publicly.
Create Configuration Record
Navigate to RingCentral > Configuration in the Odoo menu.
Click Create and complete the required fields:
- Configuration Name
- Client ID
- Client Secret
- Server URL
Verify Connection
Use the Test Connection button to verify:
- DNS resolution of the RingCentral server
- HTTPS connectivity to the server
- Proxy settings (if configured)
- SSL certificate validation
OAuth Authentication
Click Connect (OAuth) to authenticate:
- You are redirected to the RingCentral login page.
- Log in with your RingCentral credentials.
- Authorize the application.
- You are redirected back to Odoo.
- The configuration will show as Connected.
Success
Once authenticated, the module will automatically:
- Create a webhook subscription for call events.
- Set up automatic token refresh.
- Enable scheduled call history synchronization.
Click on the RingCentral Icon
When you click the RingCentral icon in the Odoo top bar, a small popup window opens on the right side of the screen.
The popup shows a Sign In button.
Click the "Sign In" Button
Click the Sign In button in the popup. This opens the RingCentral login window. You will see the RingCentral Account Information screen.
Click Continue to proceed with your RingCentral account.
Review Permissions and Authorize
RingCentral shows a list of permissions required by the application. Scroll down and click the Authorize button.
This allows Odoo to access your RingCentral account and perform actions such as reading call logs, messages, and presence.
Confirm Emergency Calling Address
RingCentral requires you to confirm the Emergency Calling location. Choose your Digital Line and click I Accept.
Once accepted, RingCentral completes the authentication and redirects back to Odoo.
RingCentral Successfully Connected
After clicking I Accept, RingCentral completes the authorization and the softphone widget loads inside Odoo.
You will now see the RingCentral phone panel with:
- Dialpad
- Call Logs
- Voicemail
- Text Messages
- Contacts
- Meetings
This confirms that your RingCentral account is successfully connected and fully functional inside Odoo. You can now make calls, send SMS, check logs, and access telephony features directly from the Odoo interface.
Real-Time Status Synchronization
When you change your availability status in Odoo, the same status is instantly synchronized with the RingCentral dialer. This ensures that your telephony presence always matches your Odoo status.
- Available – Dialer shows you as Available.
- Busy – Dialer switches to Busy.
- Do Not Disturb – Dialer shows Do Not Disturb.
- Offline – Dialer shows Offline.
This real-time status sync ensures accurate call routing, better team visibility, and a seamless workflow between Odoo and RingCentral.
Call Actions on Contacts
When you click the Call button (phone icon) on the contact form, Odoo immediately places an outbound call through the embedded RingCentral dialer, and the corresponding call entry is logged in the contact’s RingCentral Calls tab.
You can also receive inbound calls from RingCentral. These inbound calls are automatically linked to the matching partner and their full call history (inbound + outbound) is available directly on the partner record for complete interaction tracking.
RingCentral KPI Dashboard
The KPI Dashboard gives managers a real-time view of all RingCentral activity inside Odoo.. It aggregates call data into simple tiles and charts for fast monitoring.
Main insights
- Calls by Direction – inbound vs outbound split for capacity planning.
- Calls by Status – answered vs missed for service quality.
- Total Calls & Duration – overall workload and talk time.
- Success Rate – percentage of answered calls.
- Time-based tiles – calls today, this week, this month, and active calls.
RingCentral Call History
Call History shows a unified log of every inbound and outbound call synced from RingCentral.. Users can search, filter, and audit calls without leaving Odoo.
Key columns
- Start Time and Direction (inbound / outbound).
- From Number, To Number, and linked Contact.
- Duration and Status (answered, no answer, busy, etc.).
- Has Recording and Transcript Available flags.
RingCentral Sync Contact
The module now supports Two-Way Contact Synchronization between Odoo and RingCentral, allowing you to keep contact information consistent across both platforms. Contacts can be synchronized manually from the RingCentral configuration, updating existing Odoo Contacts and CRM Leads with the latest information while preventing duplicate records and preserving existing workflows.
Key Features
- Two-Way Contact Synchronization between Odoo and RingCentral.
- Manual Sync Contacts action directly from the RingCentral configuration.
- Updates existing Odoo Contacts and CRM Leads without creating duplicate contacts or leads.
- Phone Number Matching for accurate contact synchronization.
- Keeps RingCentral and Odoo contact information synchronized with the latest updates.
- Fast, optimized, and reliable synchronization with minimal impact on existing workflows.
- We provide 30 days bug-free support related to our module.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create a ticket, send an email to support@techultra.in.
Intelligent Contact Mapping automatically links incoming and outgoing calls to the correct Odoo contact based on phone numbers. The system supports multiple matching strategies and prioritizes the most recently created or updated contact when duplicates exist.
Call transcripts generated by RingCentral AI are automatically stored in Odoo. Users can access these transcripts directly from call history records without any manual upload or synchronization.
Yes. Call recordings are retrieved through an authenticated proxy and attached to the corresponding call history record. Users can play the recording directly in Odoo using the built-in audio player.
Yes. The integration uses RingCentral webhooks to receive real-time events, including call status updates, recordings, and transcripts. No polling is required.
The systray icon provides a visual indicator of the RingCentral connection status with color-coded signals. It also offers quick access to the embedded widget and user presence controls.
The module runs scheduled tasks to synchronize call history, refresh access tokens, and renew webhook subscriptions. This ensures continuous operation without user intervention.
Yes. You can configure HTTP or HTTPS proxy settings for environments with strict network rules. The module also provides controls for enabling or disabling SSL certificate verification.
The analytics dashboard includes multiple visualization options, such as line charts, bar charts, pie charts, and pivot tables. Filters allow analysis by call direction, status, date range, contact, and other parameters.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 10846 |
| Technical Name |
ringcentral_integration |
| License | OPL-1 |
| Website | https://www.techultra.in |
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