Log RingCentral call information into Google Sheets with Forms

In the RingCentral integration for CRMs, user can get a pre-filled form when user have a call, and save the call information into CRMs. But how do we pre-fill and save the call information into google sheets when a user gets a call?

The answer is to use Forms with Google Sheets. Google Sheets doesn’t support pre-filling cell data, but Forms can.

Step1: Create Forms from a google sheet

Add filed in the form:

Step 2: Get form pre-fill link

Click Get pre-filled link under more icon.

In pre-filled form, input variable name:

Then click Get link button to get and copy a pre-filled link for user:

https://docs.google.com/forms/d/e/1FAIpQLSfM_6j2FrtI5TOkXqER-4HtcAwCWBk9gUikpLcf0tJX111111/viewform?usp=pp_url&entry.922493126=name&entry.1572515229=phone_number&entry.610677478=called_number

Then replace `name` with `%N`, `phone_number` with `%E`, and `called_number` with `%D`:

https://docs.google.com/forms/d/e/1FAIpQLSfM_6j2FrtI5TOkXqER-4HtcAwCWBk9gUikpLcf0tJX111111/viewform?usp=pp_url&entry.922493126=%N&entry.1572515229=%E&entry.610677478=%D

Step 3: Set the pre-filled link at RingCentral Phone desktop app

Install and sign in RingCentral Phone desktop app.

At Settings > Calls >Incoming, enable “Launch an external app or a URL on incoming call”:

Save the pre-filled link at Execute command input.

Now when a user gets an incoming call, the app will open the pre-filled form link with the RingCentral call information pre-filled.

When the user submits, the data will be collected into the google sheet that you created form.

More

RingCentral Phone app only supports to open URI at incoming calls, and only support some arguments at the URI. To support outgoing calls and more arguments, You can try to build a RingCentral app with RingCentral Embeddable.

Using RingCentral Embeddable to listen call event and open window with the pre-set URI.

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