Ring Central Integration Does Not Work As Advertised

Ring Central Integration Does Not Work As Advertised

Please watch this video:

Here is the transcript...

0:34
account when a call comes in your caller
0:37
is instantly identified and match to
0:39
existing contacts in zoho the
0:41
corresponding contact profile pulls up
0:43
on your screen immediately showing
0:45
historical call activity now you can be
0:48
well informed even before you pick up
0:50
the call throughout the call you have
0:52
easy access to valuable contextual
0:54
customer information so you don't have
0:56
to shift away to do research in other
0:58
apps instead you can stay focused on
1:01
having an insightful high quality
1:03
conversation with your customer

First, I really only went with Ring Central over any other VOIP provider because they said it would automatically pull the contact us upon receiving the call. Well, it doesn't. Not at least the way they say it's suppose to. Yes, there is a phone pop with a few details about the customer but you still have to click to pull up the contact. Plus, I just realized when testing this that every incoming call when you click it opens up a new tab in your browser. Why it doesn't just go directly to the contact when you click and load in the background does not make sense. 

At Floor City we care about all customers and especially the ones that come back again and again. Certain customers demand different levels of service. Just as if you went to Las Vegas and were playing $5,000 per hand blackjack you can't expect to get the same treatment as a person playing penny slots. 

As a company you have to determine when to roll out the red carpet and offer a special discount for a customer that may spend much more than the average order. If you treat all customers equally it wouldn't be the ideal service in my opinion. That doesn't mean you are rude to a customer who just wants one box of tile but that does mean if they only need a box you can't necessarily offer them the same special price discount as someone who wants 100 boxes. Sure, we want to offer the same service but then if you offered the 1 box order 10% and the 100 box customer 10% off then the larger order would be the one to suffer and pay more because we could have potentially offered an even greater discount but because we offer all customers the same discount, there is no reward for ordering more material.

I believe this is a feature that everyone needs but if the record can't be auto pulled than at least it doesn't create a new tab when you click on the customer name. That doesn't seem useful and could result in confusion as you end up with multiple tabs throughout your sales process.

    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Free Webinar - Digital signatures for digital contract management with Zoho CRM

                                                            Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming
                                                          • New User Interface for your Email integration in Zoho CRM

                                                            Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,
                                                          • Fetching leads from Zoho CRM into Zoho Creator, automatically

                                                            I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ




                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • TaxJar vs Avalara

                                                                                                            Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive
                                                                                                          • How to check Leads with no Task (open activity)

                                                                                                            Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
                                                                                                          • What can we do on our end to improve the Answer bot answers?

                                                                                                            Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing
                                                                                                          • Taxes for EU B2B Transactions

                                                                                                            Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.
                                                                                                          • How to upload file to Connect using API?

                                                                                                            Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.
                                                                                                          • Items Landed Cost and Profit?

                                                                                                            Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the
                                                                                                          • Group Tax in Service Line Items

                                                                                                            Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
                                                                                                          • FSM Improvement Idea - Show an Import button when there is no data

                                                                                                            I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
                                                                                                          • Zoho FSM API Delete Record

                                                                                                            Hi FSM Team, It would be great if you could delete a record via API. Thank you,
                                                                                                          • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

                                                                                                            I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.
                                                                                                          • Access token generate from the refresh token not working for API

                                                                                                            Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
                                                                                                          • Function #4: Schedule Customer Statements

                                                                                                            Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
                                                                                                          • Limiting search or dependencies with an asterisk "*".

                                                                                                            I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields
                                                                                                          • Improved RingCentral Integration

                                                                                                            We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
                                                                                                          • Cross Data Center Support for 1:1 Chats with External Users

                                                                                                            Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this
                                                                                                          • Support Bots and Automations in External Channels

                                                                                                            Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
                                                                                                          • Answer Bot and Personalized Questions

                                                                                                            Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"
                                                                                                          • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

                                                                                                            Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or
                                                                                                          • Regex in Zoho Mail custom filters is not supported - but it works!

                                                                                                            I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex
                                                                                                          • Importing a new list into campaigns

                                                                                                            I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite
                                                                                                          • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

                                                                                                            when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
                                                                                                          • Export Invoices to XML file

                                                                                                            Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
                                                                                                          • Showing description in timesheet and timelogs.

                                                                                                            I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the full
                                                                                                          • How can I see content of system generated mails from zBooks?

                                                                                                            System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
                                                                                                          • CRM Blueprint Notification by Cliq

                                                                                                            Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs
                                                                                                          • Zoho People Attendance Regularization – Wrong Total Hours Displayed

                                                                                                            While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates
                                                                                                          • Sync Contacts in iOS

                                                                                                            What does the "Sync Contacts" feature in the iOS Zoho Mail app do?
                                                                                                          • Live webinar: Craft the ideal sales pitch deck with Show

                                                                                                            Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!
                                                                                                          • Project Statuses

                                                                                                            Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them
                                                                                                          • 👋 Welcome to the Zoho MCP Community

                                                                                                            Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re
                                                                                                          • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

                                                                                                            Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand
                                                                                                          • DNS Manager

                                                                                                            Where Can I find my DNS manager so I can link this to click funnels or AWEBER
                                                                                                          • Forwarder

                                                                                                            Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
                                                                                                          • Forwarder

                                                                                                            Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
                                                                                                          • How do I sync multiple Google calendars?

                                                                                                            I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can
                                                                                                          • Need to extract date from datetime field

                                                                                                            I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT Solutions
                                                                                                          • How to Hide Article Links in SalesIQ Answer Bot Responses

                                                                                                            I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?
                                                                                                          • New in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons

                                                                                                            Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,
                                                                                                          • additional accounts

                                                                                                            If I brought 5 emails to my account. Can I later buy additional emails.
                                                                                                          • Issue in Zoho People Regularization – Incorrect Hour Calculation

                                                                                                            I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect
                                                                                                          • Next Page