Connect RingCentral with Movermate to make and receive calls directly from your CRM, access the RingCentral dialler, and keep call activity, recordings, and transcripts connected to your leads and jobs.
How to Connect RingCentral with Movermate
Step 1: Go to App Integrations
From your Movermate account:
Go to Settings.
Select App Integrations.
Find RingCentral from the available integrations.
Turn on the RingCentral toggle.
Step 2: Allow RingCentral Access
Once you enable RingCentral, the Connect RingCentral to Movermate window will appear.
The window will show the RingCentral features that can be connected with Movermate.
Click Allow Access to continue.
Step 3: Sign in to RingCentral
You will be redirected to the RingCentral Sign In page.
Enter the email address or phone number associated with your RingCentral account and click Next.
Complete the RingCentral sign-in and authorisation process.
Depending on your RingCentral account setup, you may also be able to sign in using Google or Single Sign-on.
Once authorised, your RingCentral account will be connected with Movermate.
How to Make Calls Using RingCentral
Step 1: Open the RingCentral Dialler
Once RingCentral is connected, click the Phone icon in the top-right corner of Movermate.
The RingCentral dialler will open on the right side of your screen.
Step 2: Select Your Caller ID
From the RingCentral dialler, check the number displayed under My caller ID.
If your RingCentral account has multiple numbers available, select the number you want to use for the outgoing call.
Step 3: Enter the Phone Number
Enter the customer’s name or phone number in the dialler.
You can also use the on-screen number pad to enter the customer’s phone number manually.
Start the call using the RingCentral dialler.
You can continue navigating and working in Movermate while the RingCentral panel remains available on your screen.
Viewing RingCentral Calls in Movermate
Calls made through the RingCentral integration can be displayed within the relevant lead or job’s Activity Logs.
Step 1: Open the Lead or Job
Open the relevant customer Lead or Job in Movermate.
Step 2: Open Activity Logs
Select the Activity Logs tab.
Locate the relevant Incoming Call or Outgoing Call activity.
The call entry can show details such as:
Caller and recipient phone numbers
Call date and time
Call duration
Call recording
Call transcript
Listening to Call Recordings
Where call recording is enabled for your RingCentral account, recordings can be accessed directly from the call activity in Movermate.
Under the relevant call:
Expand Recordings.
Use the audio player to play the call recording.
This allows your team to review previous customer conversations without leaving Movermate.
Note: Call recording availability depends on your RingCentral account, plan, permissions, and recording settings.
Viewing Call Transcripts
Where transcription is supported and enabled, the call activity can also display a written transcript.
Under the relevant call:
Expand Transcripts.
Review the conversation directly within Movermate.
This provides your team with a convenient way to review previous conversations alongside the customer’s other communication history.
Note: Transcript availability depends on the RingCentral services and features enabled for your account.
Other RingCentral Features
Depending on your RingCentral account and permissions, the embedded RingCentral interface may also provide access to features such as:
Calls, Voicemail, Recordings and other RingCentral services.
The features available to each user are determined by their RingCentral account configuration and permissions.
Need help?
For any enquiries, contact the Movermate Product Experts at
📧 [email protected]
We’re here to help.