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 read, reply to, and start texts right from Nutshell, using the RingCentral numbers you already text from.
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 SMS conversations in Nutshell. SMS sent to and from your RingCentral numbers sync into your SMS inbox (Engagement > Inbox > SMS) and onto the related Person, Company, or Lead timeline, so you can reply without leaving Nutshell. RingCentral SMS messages don't use any Nutshell SMS credits.
Set it up
Go to Settings > Your settings > Phone and open your RingCentral connection. You can also click Get started on the RingCentral card on the SMS settings page.
Turn on Text messaging. Nutshell selects every number you can currently text from.
The list is labeled Numbers to sync. Each number is marked in one of two ways:
Your direct number
Company number — you handle texts for this line
RingCentral decides which numbers you can text from. Unselect a number to leave it out of your SMS inbox. Threads you already have from that number stay readable. Your calls keep syncing either way. SMS start syncing from the moment you turn a number on, and messages from before that stay in RingCentral.
If RingCentral hasn't enabled SMS for you, you'll see You don't have a number you can text from yet. Your calls still sync. Ask your RingCentral admin to turn on SMS for your direct number, or to make you the person who handles texts for a company number. Come back to Phone settings after they do.
Here's what to expect once you're set up:
When you reply, Nutshell shows Sending from RingCentral followed by the number. Replies always go out from the number that received the text.
Only you can reply on your numbers. Teammates can read those threads on a contact or company timeline, but they can't send from a number assigned to you.
To start a new text, choose Send text on a Person or Lead page. If you have more than one number, pick the number first. If you also have a Nutshell SMS number, it appears in the same list as Nutshell SMS.
A number that matches nobody stays in your SMS inbox until that phone number is on a contact. A lead timeline shows the thread when the thread is assigned to that lead.
This only works for one-to-one texts. Group messages and picture messages (MMS) aren't supported.
A couple of good things to know:
If your RingCentral session expires, you'll see RingCentral needs to be reconnected. Calls and SMS stop syncing until you choose Reconnect RingCentral. Disconnecting RingCentral stops calls and SMS together.
If RingCentral moves a number off of you, that row shows No longer assigned to you in RingCentral — read only. The history stays, but you can't send from that number.
If the recipient has opted out of messages from that number, Nutshell won't send the reply.
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.
Do I need Nutshell SMS turned on?
No. RingCentral SMS uses the numbers you can text from in RingCentral. Nutshell SMS is a separate inbox with its own enrollment and credits. If you have both, Send text lets you pick which one to use.