Desktop & web

Navigating the RingCentral for Hubspot app

Last updated on November 9, 2022
After installing and signing in to RingCentral for Hubspot on your Chrome browser, you’ll see a popup window. From it, you can access several features in the Presence indicator and the top navigation bar.

Presence indicator

You can set your presence using the Presence indicator in the top left corner of the app.
  • Available: A green dot appears when a user is available to communicate. Available appears by default after you sign in.
  • Busy: A red dot appears when a user is on a call. Appears automatically but can also be set manually.
  • Do not disturb: A red dot with a white line appears when a user has turned off notifications for all RingCentral apps. Can only be set manually.
  • Invisible: A gray dot appears when a user is offline or wants to appear as if they’re offline. Can only be set manually.
  • Offline: A gray dot appears when a user is offline, has signed out, or has been inactive for at least 15 minutes. Appears automatically.
Floating mode

Top navigation bar

The top navigation bar lets you navigate to the main sections of the app.
Top navigation bar

Dialpad

The Dialpad icon opens the dialpad, which you can use to place outbound calls. You can enter a phone number on the dialpad or use the click-to-dial feature.
 

Call History

The Call history icon lets you view your call history over the previous seven days. You can view a maximum of 250 call logs.
From the Call history screen, you can also take the following actions:
 
Call History
  1. Call back: Click the Phone icon to call the phone number in the record with one click.
  2. Resume log: If you have created a log during a call but didn’t click Save, the app will store the call log as a draft. Click the Edit icon to open and edit your draft.  
  3. View log details: If a call is logged, click the View log details icon to bring up the corresponding log stored in Hubspot.
  4. Create log: Click the Plus icon to open the Create call log page, where you can edit and log calls. Learn more about managing call logs in the RingCentral app for Hubspot.

Messages

Click the Messages icon to go to the message hub. There are four tabs in the Messages menu: All, Voice, Fax, and Text

All tab

The All tab lists your most recent calls, voicemail records, fax messages, and text messages.

Voice tab

The Voice tab lists your voicemail messages. From here, you can take the following actions:
Settings button
  1. Search: Search voicemail records by typing the contact’s name or phone number. 
  2. Play: Click to listen to the voicemail.
  3. Download: Click to download the voicemail.
  4. Call back: Click to call the person who left you the voicemail.
  5. Text: Click to text the person who left you the voicemail.
  6. Mark as Read/Unread: Click to mark the voicemail as read or unread.
  7. Delete: Click to delete the voicemail.

Fax tab

The Fax tab lists your fax messages. From here, you can take the following actions:
Settings button
  1. Search: Search voicemail records by typing the contact’s name or phone number. 
  2. View: View the fax message in a new browser tab.
  3. Download: Click to download the voicemail.
  4. Mark as Read/Unread: Click to mark the voicemail as read or unread.
  5. Delete: Click to delete the voicemail.

Text tab

The Text tab lists your text messages. From here, you can take the following actions:
Settings button
  1. Search: Search your text messages by typing the contact’s name or phone number.
  2. New conversation: Click to create a new conversation.
  3. Create log: Click to create a new SMS log.
  4. Call back: Click to call the person who sent you the text.
  5. Resume log: Click to retrieve your SMS log draft and continue your work on the Create call log page.  
  6. View log details: Click to open the logged SMS in HubSpot.

Settings

Click the Settings icon to adjust the following settings:
Settings button
  • Region: Select your country and the country code you’ll use for local dialing. US and Canadian residents will need to specify area codes. 
  • Audio: Select the audio input and output devices for browser dialing.
  • Status: Select Available, Busy, Do not Disturb, and Invisible. Any change you make to your status will be reflected in all other RingCentral applications.
  • Auto log calls: Slide the toggle to enable or disable creating call logs automatically.
  • Accept call queue calls: Slide the toggle to turn this feature on or off. If the current account has a call queue number, you’ll also see the option to Accept call queue. 
  • Pop up the app for inbound calls: Click the toggle to enable or disable RingCentral for Hubspot’s popup app for incoming calls. This feature brings the app to the forefront of the screen when a call comes in.
  • Show matches for inbound calls: Turn this feature on to bring up any matched contacts in a new Hubspot page when a call comes in. 
  • Switch account: Click to choose a different authenticated account. Click Save to confirm the switch.
    • Note: Hubspot admins can click HubSpot connect to add more authenticated Hubspot accounts.
Switch account
  • Logout: Log out from RingCentral for Hubspot. Drafts of logs will be saved automatically.
    • Note: You’ll be signed out automatically if you don’t use the app for seven days. 
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