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Overview

RingCentral is a VoIP provider. Connecting it to Spott lets you call any Candidate or Contact with Click-to-Dial, so you can launch calls without switching tools. All call data is synced back to Spott automatically.

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How it works

Once RingCentral is connected:
  • Click the phone icon on any Candidate or Contact record to start a call.
  • The call is initiated through RingCentral with the phone number prefilled automatically.
  • Call notes and recordings are synced back to Spott automatically, once recording is enabled in RingCentral (see Enable call recording below; it is off by default in RingCentral).

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Enable RingCentral for your workspace

Go to Settings → Integrations → RingCentral and create a JWT credential.
  1. Click Create JWT Credential to open the RingCentral Developer Console. The link automatically scopes the credential to Spott’s application.
  2. Under Who is permitted to use this credential?, select Only specific apps of my choice and make sure Spott’s Client ID is filled in.
  3. Copy the generated JWT credential, paste it into the field on this page, then click Connect.
Only administrators can configure the RingCentral integration. If you don’t see this option, contact your workspace admin.
The RingCentral JWT credential field

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Select your RingCentral number

Navigate to Settings → Integrations and open RingCentral.
  • Choose your RingCentral number from the available list.
  • This number is essential for receiving incoming calls and linking call notes to the correct caller.

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Enable call recording (optional)

To have call recordings synced to Spott, enable recording in the RingCentral Admin Portal. There are two options:
  • On-demand recording: users can record calls manually at any time with a button press. A notification plays when recording starts and stops. Recordings are saved for 90 days.
  • Automatic recording: recording starts at the beginning of each call and stops when the call ends. It is turned off by default.
Both types can be enabled, but only one can be active during a call. If automatic recording is on, it takes priority and on-demand recording is not available for that call. To enable recording:
  1. Sign in to the RingCentral Admin Portal at service.ringcentral.com.
  2. Go to Call Handling.
  3. Toggle on On-demand call recording, Automatic call recording, or both.
  4. Under Automatic Call Recording, open the list of extensions and select the extensions to record. Recording applies to nobody until this is done.
  5. For each of those extensions, enable both inbound and outbound calls.
  6. Click Save.
Automatic recording and recording sync require a RingCentral plan that includes them (the Ultra plan at the time of writing); check RingCentral’s current plan comparison.

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Start making calls

Click the phone icon on any Candidate or Contact to initiate a call. Call data and recordings are synchronized automatically.

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Enable SMS

RingCentral numbers can also carry SMS, and this part is set up per user.
  1. Go to Settings → Integrations → RingCentral.
  2. In the Workspace block, find the SMS row and connect your own RingCentral account.
  3. Scroll to the SMS block below and toggle on the numbers you want to text from.
The RingCentral integration page with the SMS connection and the per-number toggles
Every user connects their own RingCentral account. RingCentral constrains SMS to the individual account, so connecting yours does not enable texting for anybody else on the team: each colleague has to repeat these steps. This is a RingCentral constraint, not a Spott one. Ringover, for comparison, enables SMS workspace-wide.
RingCentral also groups SMS numbers by extension. The numbers offered to you are the ones assigned to your own extension, which is why two colleagues can see different lists here.