Desktop & web

Navigating the RingCentral for Hubspot app

Last updated on November 17, 2021
You will be redirected to the dial pad page of the RingCentral for Hubspot when you have installed and given access to RingCentral for Hubspot app in your Chrome browser. 
 
A status indicator at the top left corner will be seen to show your status. You can click this button at the top right corner of the application to switch into two modes: floating mode and standalone mode.
  • Floating mode: This is only available in the Hubspot page. Click the dash icon on the top right corner to make the app into a floating badge that you can drag around within the Hubspot web page.
Floating mode
  • Standalone mode: This mode is available as long as your Chrome browser is open. You can drag the standalone app anywhere on your computer desktop.

Top navigation bar

The top navigation bar is the blue bar that houses the series of icons that you can select to navigate to the major parts of the app.
Top navigation bar

Dialpad

The dialpad icon leads you to the dialpad, where you can place manual outbound calls. You can make a call from the dial pad or use the click-to-dial feature.
 
To learn how to make outbound calls, see Making a call on the RingCentral for Hubspot.

Call History

The call history icon allows you to view your call history for the past seven days. You can view a maximum of 250 histories. You can also do the following actions.
Call History
  • Call back: Click the phone button to call the phone number in the record with one click.
  • View log details: If a call is logged successfully, click this button to prompt the corresponding log stored in Hubspot.
  • Resume log: If you have edited something on a call but have not generated a log, the call will be stored as a draft in RingCentral for Hubspot app. You can click the pencil icon to retrieve your draft and continue your working in the Create call log page.  
  • Create log: Click this button to go to the Create call log page to start editing and logging an unsaved call. See Managing call logs in the RingCentral for Hubspot to learn more.

Settings

You can go to the settings tab anytime to optimize your experience. Click the gear icon on top of the navigation bar, and you will see the available options to configure the application per your preference. 
Settings button
  • Region: Select the country you are physically located in. The country code will be used for local dialing. If you select US/CA as your country, you need to further specify an area code so that you only need to enter a 7-digit phone number for local dialing.
  • Audio: Select the audio input and output devices to dial from the browser.
  • Status: Select your status. You can select Available, Busy, Do not Disturb, and Invisible. Any status that you will set will sync with other RingCentral applications.
  • Accept call queue calls: If the current account has a call queue number, Accept call queue will also be shown. Toggle the button on or off to accept or decline call queue calls.
  • Show matched entity at accepting inbound call: When the toggle is turned on, the matched contacts will be prompted in a new Hubspot page when answering an inbound call. 
  • Switch account: Select a different authenticated hub. When you click on this, you will be prompted to select a different authenticated Hubspot account. Click Save to confirm the switch. The radio button will default on the current Hubspot account that you are in. If you are a Hubspot administrator, you can click on HubSpot connect to add more authenticated Hubspot accounts.
Switch account
  • Logout: Log out from RingCentral for Hubspot, and logs in drafts will be saved automatically. You will be signed out automatically if you don’t use the app for seven days.   
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