With Chili Piper's RingCentral integration, you can dynamically create a unique RingCentral Video meeting ID every time a new meeting is booked. These meetings will show up in your RingCentral dashboard. Should a meeting be canceled, rescheduled, or reassigned, Chili Piper will update the RingCentral Video meeting directly to keep your meetings in line.
This integration is done on the individual user level. Each one of your Chili Piper users can connect their RingCentral account to Chili Piper in their personal user settings.
Integrating RingCentral Video with Chili Piper
1. Head over to your personal integrations page under my settings
2. Click the Connect button on the RingCentral app:
3. You will be prompted to log in to RingCentral
4. Once you have logged in, you will be redirected back to Chili Piper, and it will say connected!
Updating Meeting Templates and Reminders
Now that you've successfully connected your RingCentral account, you can update your team's Meeting Types under the Workspace via Insert Contact Method button or through Dynamic tags.
Notes:
- You should only use 1 of the 4 Merge Fields below within your Meeting Templates / Reminders.
- For example, you would not use both {!CP.Host.RingCentral} & {!CP.Booker.RingCentral} within the same Meeting Type Calendar Invite as this would create two unique RingCentral meetings and likely confuse your Prospect/Customer as to which one to join.
- We recommend placing the Merge tag within the "Meeting Description" of the Calendar Invite template (not the "Location")
Merge Tags
|
A simple RingCentral Conference URL for the user the meeting is assigned to |
|
The RingCentral Conference URL + additional dial-in info for the user the meeting is assigned to |
|
A simple RingCentral Conference URL for the user who is BOOKING the meeting. |
{!CP.Booker.RingCentral.Details} |
The RingCentral Conference URL + additional dial-in info for the user who is BOOKING the meeting. |
For Meeting Templates:
When meetings are booked, the field will automatically populate in the description with a Unique RingCentral Link.
Important: When leveraging these in your meeting template and reminders, you must use the same dynamic tag in both, as the reminder cannot use tags that weren't also passed through the template.
To Disconnect:
1. Head over to your personal integrations under my settings
2. Click on the "Disconnect" option.