Ringline Setup Guide

Ringline logs every RingCentral call — answered, missed, or voicemail — into your HighLevel account as a native call record with status, duration, and recording links. Setup is guided. You never copy an API key: connecting RingCentral is a single button and one approval screen.

Illustrated overview · on-screen text, no audio · October 2026. The current setup instructions follow.

Before you begin

• An active RingCentral RingEX account with at least one phone number, access to the required calling APIs, and admin rights. AT&T Office@Hand and RingCentral with Verizon are not supported. Ask support to confirm compatibility if you use another branded RingCentral service.
• A HighLevel account — a single account or an agency managing multiple accounts — where you can install marketplace apps.
• A payment method on the account that will hold the subscription — HighLevel asks for it at install, but nothing is charged during the 14-day free trial.

You do not need to port numbers, install anything inside RingCentral, or change how your team places calls.

Step 1 — Install Ringline from the HighLevel App Marketplace

• Open the App Marketplace in HighLevel and search for Ringline, or open Ringline's marketplace listing.
• Click Install and select the account(s) you want Ringline on. Agencies can select multiple client accounts in one pass.
• Review the five permissions Ringline requests and click Allow & Install:
  • View conversations — so records land in the right conversation thread.
  • Send messages (call records) — this is how call records are written.
  • View contacts — to find the right contact by phone number.
  • Create & update contacts — so unknown callers get a contact automatically.
  • View locations — so the setup wizard can show your accounts by name when you map numbers.
• Choose your plan (Solo, Grow, or Agency). Every plan starts with a 14-day free trial.

Step 2 — Connect RingCentral (one click)

Right after install, click Finish setup → Connect RingCentralon the confirmation page. That sends you to RingCentral's own sign-in and consent screen, where you approve the access Ringline needs. Approve it, and you land back in the wizard with your account connected.

Behind that one click, Ringline stores your access encrypted, registers its event subscription with RingCentral, and pulls in your phone numbers — all automatically. There is nothing to configure inside RingCentral, and no credential for you to copy, store, or rotate.

What you are approving, and why each one:

• Read Accounts — list your phone numbers so you can map them.
• Read Call Log — the authoritative record of a finished call: direction, duration, result.
• Webhook Subscriptions — let RingCentral notify us the moment a call ends.
• Call Control — required by RingCentral to receive those call events. Ringline never places, answers, or transfers calls.
• Read Call Recording — attach the recording to the call record.
• Read Messages — find voicemail messages and play their audio. Ringline uses this permission for voicemail; it does not sync RingCentral SMS or send messages from your RingCentral account.

Prefer not to touch any of it? White-glove setup is free on every plan — email [email protected]and we'll do the whole thing with you on a call.

Step 3 — Map your numbers

The wizard pulls your phone numbers straight from RingCentral and shows your HighLevel accounts by name — no cryptic IDs. What you see depends on your setup:

• One account?One click. The wizard says exactly what will happen — "every number below will log its calls to Your Account Name" — and a single Map all numbers button does it. Want a number left out or pointed elsewhere later? Customize per number is right next to it.
• Multiple accounts?Each number gets a dropdown of your account names. Pick where each one logs, or choose "don't map this number" to leave a line out.
• Nothing is saved until you click Save. Every number shows its live status — not mapped yet before saving, a ✓ mappedcheck after — so the screen always tells you what's actually active.

Adding a number later? Reopen your dashboard or setup wizard and map it the same way. If a call ever arrives on an unmapped number, Ringline records it and flags it loudly — no call is ever silently dropped.

Step 4 — Verify it's working

• The wizard's final step watches for your test call live — place a quick call to (or from) one of your mapped RingCentral numbers and the page turns green when the record posts.
• Open the contact in HighLevel after RingCentral finalizes the call. Ringline checks for finished calls once a minute, so allow time for a native call entry ("Call completed" or "No answer") in the conversation timeline, with duration and the recording attached once RingCentral finishes processing it.
• If the caller was unknown, you'll find a freshly created contact with their phone number.

When each client has their own RingCentral account

Ringline supports up to two connected RingCentral accounts per agency. That is separate from the number of HighLevel locations in your plan. The client approves their own account; your agency chooses where its numbers log in HighLevel.

1. Open your Ringline dashboard and find Client connect links.
2. Enter a client name if helpful, then click Create connect link.
3. Copy that link and send it to the client's RingCentral administrator. Share the client connect link, not your own dashboard or setup link. A connect link works once, expires after seven days, and can be revoked from the dashboard.
4. The client opens the link and approves Ringline on RingCentral's sign-in screen. They see a connection confirmation, without access to your agency dashboard.
5. Return to your dashboard, choose the new connection, map its numbers to the client's HighLevel location, and save. Repeat Step 4 with a test call on that connection, then verify the intended workflow fires once.

If you administer the RingCentral account yourself, use + Connect another. Check which account is signed in at RingCentral: authorizing the same account reconnects it and keeps its mapping; authorizing a different account adds a separate connection. Review the connection limits and charges shown for your plan before adding accounts.

Using it with workflows

After Ringline logs a call it tags the contact with the outcome, and you build your automation on HighLevel's Contact Tag trigger. The tags:

• ringline-missed-call — no answer
• ringline-voicemail — caller left a voicemail
• ringline-answered-call — call connected
• ringline-inbound-call / ringline-outbound-call — direction, applied alongside the outcome

To build a missed-call text-back: Automation → Create workflow → trigger Contact Tag → filter Tag added → ringline-missed-call → add your Send SMS action → Publish. Same pattern for a follow-up task on ringline-voicemail or a pipeline update on ringline-answered-call.

SMS comes from your HighLevel messaging service.Ringline supplies the call-outcome tag; it does not send or sync RingCentral SMS. Your messaging provider's setup, charges, and sending requirements still apply.

Ringline removes the tag about a minute after applying it, so the nextcall on that contact fires your workflow again. Nothing to maintain — and you can turn tagging off in the setup wizard if you'd rather not use it.

Why tags and not the Call Status trigger? HighLevel's built-in Call Status / Call Detailstrigger only fires for calls placed through HighLevel's own phone system — its marketplace documentation confirms that logged calls from third-party phone systems don't start workflows. Tags are how HighLevel exposes automation to apps like ours.

Using Ringline with an existing dialer or integration

1. List what your existing integration handles: dialing, SMS, call logging, and workflow triggers. Ringline handles call logging and outcome tags; it does not replace a dialer or SMS service.
2. Test Ringline on a mapped number. Check the contact timeline and workflow history for duplicate records or duplicate follow-up actions during any overlap.
3. Choose one integration to log those calls and drive their workflows. If you keep App Connect for dialing, check its client-side and server-side logging settings with your administrator or connector provider before disabling overlapping logging.
4. Verify answered, missed, and voicemail calls and the workflows you use. Retire an old integration only after every feature you need is covered. Existing records stay in HighLevel; update workflow triggers deliberately.

See the Ringline and App Connect comparison for current documentation and the overlap checklist.

Troubleshooting

• A call didn't log:open the relevant connection and check the number is mapped — unmapped numbers are held and flagged, never dropped. Remap it yourself, or email us and we'll replay it.
• Records log but workflows don't fire: confirm your workflow trigger is Contact Tag → Tag added on a ringline- tag, that the workflow is published in the same account, and that tagging is enabled in your wizard.
• Calls stopped logging after a while:tell us. RingCentral connections are renewed automatically, but if a connection ever lapses we'd rather hear about it from you than not at all — reconnecting is the same one-click button.
• Anything else: see the Ringline support page, or reach us at [email protected] / +1 (877) 729-1560. We answer fast.

Disconnecting RingCentral or uninstalling

To stop logging for one account, choose that connection in your dashboard, click Disconnect, and confirm. Ringline clears that connection's stored tokens and number mapping and attempts to remove its event subscription and revoke its RingCentral authorization. Other connections stay connected. Reconnecting requires mapping that account's numbers again.

To remove Ringline from a location, uninstall it from that account via the App Marketplace. Call logging for that location stops immediately, and you can ask us to delete stored data whenever you like — see our Privacy Policy.