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RingCentral Integration

Connect RingCentral to Zocks to capture, process, and structure your phone calls into notes, tasks, and CRM updates.

Updated over a week ago

Overview

Zocks integrates directly with RingCentral to support call-based meetings. After connection, calls can be matched to meetings and processed through your existing templates and workflows.

How it works

1. Connect your RingCentral account

Navigate to Settings → Integrations → Meeting → RingCentral and complete the connection flow. You will be redirected to RingCentral to authorize access.

During setup, you will be asked to confirm that RingCentral calls will be handled by this integration. This ensures all eligible calls are processed by Zocks once connected.

2. Automatic meeting matching

Zocks matches calls to meetings using phone numbers and scheduling context:

  • For scheduled meetings, set the meeting platform to RingCentral

  • Zocks links incoming calls to existing meetings or creates new meetings for unscheduled calls

3. Add Zocks to your calls

  • When a call starts, Zocks calls you separately

  • Use RingCentral’s merge feature to combine the calls

  • This adds the Zocks AI Assistant to the conversation

  • You can add or remove the assistant during the call at any time

Important notes

  • You must acknowledge during setup that RingCentral calls will be handled by this integration

  • Only calls after connection are processed

  • Only merged calls are processed

Managing the integration

Go to Settings → Integrations → Meeting → RingCentral → Manage to update or disconnect the integration. Changes will not apply to currently scheduled upcoming meetings.

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