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Prerequisites

• An active account in your own Creatio instance

• An active account in the RingCentral (you would need your number or email and password to go through two-factor authentication) 

• Make sure that administrator performed telephony settings in your Creatio instance.

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1. Open the browser of your choice on your personal computer, and go to your Creatio instance. Sign in to your account there.

2. Go to [Your Profile] and click the [Call Center parameters setup] button. (Fig. 1)
   
   Fig. 1. Clicking the Call Center parameters setup button
   

   

   
   
   

3. Make sure that [Auto-connection], [Use web phone] are selected and click the [Get settings RC] button (Fig. 2).
   
   Contact your System Administrator to get API Server URL, Client ID and Client Secret settings.
   If you also want to set up SMS synchronization, please check the ‘Enable SMS synchronize’ checkbox before proceeding to the next step. Otherwise, you will need to reset the settings and start the setup over.
   Fig. 2. Choosing parameters 
   

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4.  A new window should appear where you can go through the OAuth process to sign in to your RingCentral account. Enter your E-mail or Phone Number and click [Next] (Fig.3).
   
   Fig. 3. Entering an E-mail or Phone Number
   

   

5. Enter the password for your RingCentral account (Fig. 4).
   
   Fig. 4. Entering a password
   
   

6. After that, click the [Authorize] button (Fig.5), and click the [Confirm] button (Fig.6) in the new window.
   
   Fig. 5. Clicking the [Authorize] button
   

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   Fig. 6.  Clicking the [Confirm] button
   

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   A new window with the following text should appear (Fig. 7). 
   
   Fig. 7. A window that confirms that the connection settings have been retrieved successfully
   

   

7. Close this window to continue.

8. Add the settings provisioned by RingCentral to the User profile and press [Save] button. 

9. Log out of Creatio and log back in. Check that your CTI panel is active (Fig.8). 
   
   Fig. 8. Active CTI panel 
   

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10. You can setup SMS synchronization. Go to [Your Profile] and click the [Call Center parameters setup] button. (Fig. 9)

           Fig. 9. Clicking the Call Center parameters setup button

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      11. Click the [Reset settings RC] button (Fig. 10).

            Fig. 10. Clicking the Reset settings RC button

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     12. Go back to Call Center parameters setup.

13. Enter data to the ‘API Server URL’, ‘Client ID’ and ‘Client Secret’ field and tick the checkbox ‘Enable SMS synchronize’ (Fig. 11).

Fig. 11. Entering data to the ‘API Server URL’, ‘Client ID’ and ‘Client Secret’ field and ticking the checkbox ‘Enable SMS synchronize’

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