Connecting RingCentral to your Nutshell account brings your calls and texts together in one place. Calls are logged as activities automatically, default activity types can be applied, and AI-generated summaries give you a quick view of each conversation. You can also text your contacts right from the Nutshell Inbox, using the same RingCentral number you already use for calls.
Outbound and inbound calls made through RingCentral will appear on the Calls page, helping you keep your call history organized and easy to review.
Getting started
You can begin the RingCentral setup from either of these locations in Nutshell:
Once you are on the Phone settings page, click on the RingCentral card to get started.
Connect your RingCentral account
Click Connect with RingCentral and then Continue. Follow the OAuth login window and sign in using your RingCentral credentials.
Authorize the connection
Click Authorize to complete the integration.
Note: If you log in with a number other than your primary RingCentral number, you will see a different number in Nutshell once the connection is complete.
Once connected, your calls appear in Sales > Calls where you can review logged calls, log any unlogged calls, and take advantage of AI-generated summaries for quick context. Your call activity stays organized and easy to work with every day.
Texting with RingCentral
Keep your RingCentral conversations in Nutshell by syncing texts into your Shared Inbox. When someone texts your RingCentral number, the thread shows up alongside your other Inbox conversations, and on the related Person, Company, or Lead timeline. From there, your team can reply from that same number without leaving Nutshell, and without using any Nutshell SMS credits.
Your admin connects a single RingCentral number for your company. That's the number your whole team will text from. Before you start: you'll need to set up SMS brand registration and sending capabilities in your own RingCentral account first. This is a one-time step RingCentral requires before any texts can go out. Once that's approved, you're ready to go in Nutshell.
To set it up:
1. Go to Engagement > Setup > SMS
2. Open the RingCentral SMS Inbox section
3. Click Connect RingCentral (or Reconnect RingCentral if you already use RingCentral for calling and need messaging access too)
4. Choose a number from the phone number picker
5. Click Save SMS Inbox number
Once it's connected, you'll see RingCentral SMS Inbox is connected and active. You can disconnect at any time with Disconnect SMS Inbox, or use Reconnect RingCentral if the connection ever needs attention.
Here's what to expect once you're set up:
Texts sent directly to or from your RingCentral number sync automatically into Engagement > Inbox (SMS), and onto the matching contact or lead timeline
Thread cards show the RingCentral logo so you can tell them apart from Nutshell SMS threads, and open threads show Received via RingCentral plus the number that handled the conversation
When you reply, Nutshell shows Sending from RingCentral followed by the number, so you always know which number is sending
RingCentral threads use a simple Send button, without the Send & snooze or Send & close options you'll see on Nutshell SMS threads
Starting a brand new text from a Person or Lead page still uses Nutshell SMS, not RingCentral
This only works for one to one texts. Group messages and picture messages (MMS) aren't supported.
A couple of good things to know:
You can only have one RingCentral number connected at a time. If you switch numbers, older threads on the previous number are still there to read, but you can't reply to them anymore.
If someone texts STOP to your RingCentral number, Nutshell stops future texts to them on that RingCentral thread. It won't affect Nutshell SMS for that same contact.
FAQs
Can I configure multiple phone integrations?
If your team uses multiple phone services, you can connect multiple accounts with Nutshell. This will enable you to call contacts using any of your phone systems and automatically log those calls accurately. Nutshell also integrates seamlessly with Aircall, Dialpad, and CallRail.