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Odoo RingCentral Integration

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Required Apps CRM (crm)
Invoicing (account)
Project (project)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Technical Name ringcentral
License OPL-1
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Technical Name ringcentral
License OPL-1
odoo-ringcentral-integration
Odoo RingCentral Integration | Unified Communications & CRM
Integrate Odoo with RingCentral to streamline your business communications. Make calls, send SMS, and log all activities directly from your Odoo CRM, enhancing productivity and customer engagement.
Odoo, RingCentral, VoIP, CRM Integration, Odoo Connector, Unified Communications, Business Phone System, SMS Integration, Call Logging

Introduction

The Odoo RingCentral Integration module seamlessly connects your Odoo ERP with the powerful RingCentral cloud communications platform. This integration transforms your Odoo system into a centralized hub for all your customer interactions, allowing you to make and receive calls, send and receive SMS messages, and track all communication activities without ever leaving your CRM. By unifying your business management and communication tools, this module enhances productivity, improves customer relationship management, and provides a complete, 360-degree view of all your client interactions.

Key Features

  • Initiate and receive calls directly from within the Odoo interface using RingCentral's VoIP services.

  • Send and receive SMS messages to and from your contacts and leads in Odoo.

  • Automatically log all incoming and outgoing calls and SMS messages in the chatter of the corresponding record.

  • Receive real-time pop-up notifications for incoming calls, with links to the caller's profile.

  • Synchronize your RingCentral contacts with your Odoo database to maintain a unified address book.

  • Access call recordings and voicemails directly from within Odoo for easy reference.

  • Utilize a convenient on-screen dialer with access to recent contacts and call logs.

  • Supports call management features such as mute, hold, and call forwarding.

Benefits

  • Increase sales and support team productivity by eliminating the need to switch between applications.

  • Improve customer relationship management with a complete and unified history of all communications.

  • Enhance responsiveness and never miss a client interaction with real-time notifications.

  • Streamline workflows by automating the logging of calls and messages in your CRM.

  • Make more informed decisions with easy access to call recordings and communication history.

  • Improve team collaboration with a centralized and transparent communication platform.

  • Provide a more professional and efficient customer experience with integrated communication tools.

Compatibility & Technical Details

  • Required Modules: CRM (crm), Invoicing (account), Project (project), Calendar (calendar), Contacts (contacts), Discuss (mail)

  • License: LGPL-3

  • Technical Name: ringcentral

  • Installation Steps:

    1. Place the module folder into your Odoo addons directory.

    2. Install the necessary Python libraries for the RingCentral API.

    3. Restart the Odoo server.

    4. Navigate to the 'Apps' menu in your Odoo instance.

    5. Click on 'Update Apps List'.

    6. Search for the 'Odoo RingCentral Integration' module and click 'Install'.

    7. Configure the module with your RingCentral API credentials to connect your account and start making calls.

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.