If you would like RingCentral integration turned on for your instance, please contact FastGem Support.

FastGem offers an integration with the communication software RingCentral, enabling users to make and answer calls from within their FastGem account. 

Note: In order to see the following options, users must have RC Integration enabled for their profile. Please see help article 'Enabling/Disabling Ring Central Integration for Individual Users' for instructions on this. 

 

First, login to your FastGem account. In the bottom right hand corner of your screen, you should see a RingCentral icon. Click it to expand and log in (You can always click the minus sign button to minimize it again). 

(Note: If you are using Brave as your browser, you may need to take additional steps before logging in. Please see help article "Problem: 'We Can't Recognize the Device' message when logging into RingCentral from FastGem' for more information on these steps.)

 

 

Enter your email address registered with RingCentral to access your RingCentral account. 

 

 

Agree to the RingCentral terms and conditions by clicking 'Authorize' on the next page. 

 

 

Select your RingCentral number from the Digital Line dropdown, and click 'I Accept':

 

 

The pop up will disappear and the RingCentral box in the corner of your screen will load a keypad. In the 'From' line, select your individual RingCentral number in the dropdown, if applicable. 

 

You can now make and receive calls using RingCentral from within FastGem!

 

To make a call, you can use the RingCentral keypad, or you can click directly on a customer/lead/tech/rep/user number to automatically begin the call. 

 

 

When a call comes in to your RingCentral Account, FastGem will automatically search its submission database for the incoming caller's phone number. If no record exists with that phone number, FastGem will open up a new Lead record for you, with the phone number pre-loaded (if this feature is enabled for your instance). 

 

If the phone number DOES already exist within FastGem's submission database, FastGem will open that customer/lead record for you instead of creating a new one. 

If the phone number exists in more than one submission record within FastGem, FastGem will provide you a list of relevant submissions to choose to open:

 

Calls made/answered using RingCentral within FastGem will automatically be logged in the action logs of the applicable record. 

 

For further questions/concerns about utilizing FastGem's RingCentral integration capabilities, contact FastGem support at (504) 383-0602 or by email at This email address is being protected from spambots. You need JavaScript enabled to view it..

 

Thank you for using FastGem!