RingCentral, open the caller's contact record automatically

RingCentral provides a cloud-based phone system for business. We've actually been a client of theirs for many years.

Imagine your phone rings and the associated contact record in Solve360 opens automatically. Well with Solve360, and the integration with RingCentral makes this easier than ever.

Setting this up is easy and well worth the effort. You’ll have callers popping up on your screen in a couple of minutes with no coding! So let's give it a spin ...

Click on the Next link located in the top-right corner of this page to continue ...

Install and setup RingCentral

Login into your RingCentral (or RingCentral Canada) account (or create one).

Download and install the Call Controller Software (for PC only).

Once downloaded and installed, enter your phone number, extension (if applicable), and password to gain access to the controller.

Hooking them up

Call controller > Menu > Options

Choose the “Calls” category from the list on the left hand side. Then check the box “Launch another application or a URL” and click Customize beside that.

Copy and paste the following URL into the text box:

https://secure.solve360.com/phonenumber/%P

That's it, now save the changes and let's give it a test...

Getting down to everyday business

Lets give it a spin. Call your RingCentral number, notice the call controller report the incoming caller's phone number, your default browser will open and search for a contact with a matching phone number.

Erin Fenwick is calling me, and the last time we spoke was a long time ago. However thanks to Solve360 and the RingCentral integration, I know exactly who she is, and likely what the call will be about!