Overview
The Swivel-Ring Central integration connects your phone system directly to your Swivel CRM account, making it easier to manage and track communications.
Connecting Ring Central to Swivel
⚠️ Each user must connect their RingCentral Account.
From the left side navigation, select Settings
Select My Integrations
Select Ring Central
This will open a Ring Central pop up on your browser. Select Sign In to access your Ring Central account. The pop up may be minimized in the corner of your browser, you can expand by clicking on the minimized bar.
Once you have signed in, you will be prompted to Authorize Permission from Ring Central
Next, you will choose your phone number for the Digital Line to connect to Swivel. Select I Accept.
Your Ring Central setup is now complete and your dial pad will now appear in the Ring Central Widget to begin making calls or to receive calls.
Integration Features
Pop-up Alerts for Incoming Calls: Incoming calls trigger the Ring Central widget to open as well as automatically open the Contact View Page to view the caller’s profile in Swivel. From here you can answer, ignore, or forward their call.
Click-to-Call: Place phone calls from within Swivel using click-to-call buttons on any phone number, saving time and improving call efficiency.
View Call Log History: Log calls with detailed notes, including a full call recording file with one click. You can then view a log of all calls made or received by your staff. This log includes the date, time, duration and call recording file (optional) of every call.
Send Ring Central Text Messages - From the Ring Central pop up widget users can create text messages (if enabled on their phone number). However, these do not get logged directly to the contact communication log like text messages sent directly from Swivel.
Save Call Recordings to Swivel - if a phone call has been recorded through Ring Central, users can select "Recordings" in the Ring Central Widget and next to the saved recording they can log the recording to Swivel.
Record in Swivel - if you make a call from the RingCentral pop-up while inside Swivel, users can click "record" to store the recording directly to the contact's Communication log.
FAQ
Once logging into the Ring Central widget, I got a notification stating "Your extension cannot make outbound calls with this browser currently and to contact my account representative for an upgrade" - what does this mean?
Once logging into the Ring Central widget, I got a notification stating "Your extension cannot make outbound calls with this browser currently and to contact my account representative for an upgrade" - what does this mean?
This means you do not actually have a Ring Central phone number and just use an extension. You cannot use the Ring Central to Swivel integration without a valid phone number.
Can I use my RingCentral number for texting through Swivel automations?
Can I use my RingCentral number for texting through Swivel automations?
No. While you can send texts from the RingCentral widget inside Swivel, those messages are not logged to the Swivel contact record and cannot be used with Swivel automations. If you want to use automated text reminders, broadcast campaigns, or have texts logged to contact records, you will need to set up a separate texting number through Swivel's native texting. The two systems work alongside each other but serve different purposes.
If multiple users are connected to the same main phone line, will the contact pop-up appear for everyone when a call comes in?
If multiple users are connected to the same main phone line, will the contact pop-up appear for everyone when a call comes in?
This depends on how your RingCentral account is configured, not Swivel. If multiple team members share a main line, the behavior (whether it rings everyone, follows a round robin, or routes to a specific extension first) is controlled through your RingCentral settings. Swivel will display the contact card pop-up for whichever user receives the call notification on their device. For questions about call routing and ring order, we recommend reaching out to RingCentral directly, as that configuration lives entirely on their side.
Can Swivel help me transfer my existing phone number to RingCentral?
Can Swivel help me transfer my existing phone number to RingCentral?
No. Swivel does not have the ability to port or transfer phone numbers to RingCentral. Number management within RingCentral is handled directly between you and RingCentral. Once your number is set up in RingCentral, you can then connect it to Swivel using the integration steps above.
Can I use RingCentral for calling AND Swivel's native texting for SMS at the same time?
Can I use RingCentral for calling AND Swivel's native texting for SMS at the same time?
Yes, and this is actually the recommended setup. RingCentral handles your calling (click-to-dial, incoming call pop-ups, call logging), while Swivel's native texting handles all your SMS communications including automations and broadcast campaigns. These work independently of each other, so having both set up gives you the most complete communication setup inside Swivel.