$ 499.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 3468 |
| Technical Name |
ringcentral_integration |
| License | OPL-1 |
| Website | https://www.techultra.in |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 3468 |
| Technical Name |
ringcentral_integration |
| License | OPL-1 |
| Website | https://www.techultra.in |
Ringcentral
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.
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- Secure OAuth Authorization Code flow with automatic token refresh. Account-level authentication for webhooks and background sync.
- Native RingCentral calling experience embedded directly in Odoo. Full widget functionality including dialer, call controls, and presence management.
- One-click calling from partner records. Automatically populates dialer and initiates calls through the embedded widget.
- Comprehensive call history with automatic contact linking. Dashboard with graphs, pivot tables, and KPIs for call analytics.
- Automatic linking of calls to Odoo contacts based on phone numbers. Supports multiple matching strategies and prioritizes latest contacts.
- Automatic storage of call transcripts from RingCentral AI. Access transcripts directly from call history records.
- Access and playback call recordings with authenticated proxy support. Recordings linked to call history records.
- Automatic webhook subscription for call events, recordings, and transcripts. Real-time updates without polling.
- System tray icon with color-coded status indicators. Quick access to widget and user presence management.
- Scheduled background sync of call history. Automatic token refresh and webhook subscription renewal.
- Configurable HTTP/HTTPS proxy support for enterprise networks. SSL certificate verification controls.
- Multiple graph views (line, bar, pie) and pivot tables. Filter by direction, status, date, contact, and more.
RingCentral Module Installation
Go to the Apps menu in Odoo.
Remove the Apps filter and search for RingCentral Integration.
Click Install.
RingCentral Application Setup
Log in to your RingCentral account.
Create a new application or use an existing one.
Configure OAuth Redirect URL:
https://your-odoo-instance.com/ringcentral/oauth
Enable the permissions: Read Accounts, Read Call Log, Read Presence, RingOut (for making calls), and Webhook Subscriptions.
Note your Client ID and Client Secret.
Note: For production use, ensure your RingCentral application is published and approved. Sandbox applications are suitable for testing only.
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 âOdooâ.
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.
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 â 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 your OAuth Redirect URI â this is the URL RingCentral will
use to send authorization
codes back to your Odoo instance.
Example:
https://your-odoo-domain.com/ringcentral/oauth -
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).
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 âSign Inâ 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 â Dialer shows you as Available.
- Busy â Dialer switches to Busy.
- Do Not Disturb â Dialer shows Do Not Disturb.
- Offline â 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 contactâs 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 â inbound vs outbound split for capacity planning.
- Calls by Status â answered vs missed for service quality.
- Total Calls & Duration â overall workload and talk time.
- Success Rate â percentage of answered calls.
- Time-based tiles â 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.
- We are provide 90 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 ticket send 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.
Related Products
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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