- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
-
Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
-
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
-
Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- People & Organisations
- Snippets
-
Reporting
- Introduction to Reporting
- Using Reports
- Charts
- Exporting Reports
- Advanced Reporting
- Dashboards
- Okta Authentication
-
Transaction Documents
-
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
-
Introduction to Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Creating Phone Call Activities
The Ring Central Integration is a call logging functionality that is made available to all users. It creates Inbound and Outbound Activity calls which can be then used to report on and is available across any app device such as desktop, phone, Chrome etc.
When a phone call is made or received, Workbooks receives a webhook request with the call details via the Ring Central Receiver web process. When these requests are received, the details of the call are stored in API data.
The call details stored in API data are then extracted from the webhook message and stored in an activity of type Phone Call.
When the activity is created, it is assigned to whoever made the call. It will set the Primary contact on the Phone Call Activity based on the phone number on the account and populates the call length and provides a URL link to the recording.
In addition to this, it will also populate the following fields for Inbound and Outbound Calls:
Workbooks Field | Data Type | Workbooks Field Value |
Subject | Text | Inbound calls will be concatenated with 'Inbound Ring Central call from + Number'. For Outbound calls, it will be the same but instead concatenated with 'Outbound'. |
Due Date | Date | Date of when the call is received. |
Completed Date | Date | Date of when the call is received. |
Type | Picklist | Set to type Phone Call. |
Status | Picklist | Set to Complete. |
Priority | Picklist | Set to Medium. |
NOTE: No Phone Call activities will be created for any missed calls.
The Primary Contact details on the call activity will only be populated if that person exists within Workbooks. If the person does not exist in Workbooks, then these details on the activity are left blank.
Similarly, if a person does not exist in Workbooks and Ring Central, then the Assigned To of the activity is set to ‘Unassigned’.