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How to Integrate Ringover with Access

  • Updated

The Ringover integration with Access allows you to enhance recruitment communication workflows by automatically logging call, SMS, and WhatsApp activities as notebook items directly in Access. In this guide, you’ll learn how to connect your Access account, configure user mapping, and verify logged activities.

Prerequisites

  • An active Ringover account with administrator dashboard access.
  • The API key and Integrator key provided by your Access account manager.
  • Permissions in your Access account to enable third-party integrations.

Set up and configure Access integration

1. Connect Access to Ringover

Enter your Access instance subdomain and API credentials in the Ringover dashboard.

  1. Log in to your Ringover Dashboard.
  2. Go to the Integrations section.
  3. Locate Access in the list of available integrations and click on it.
  4. Enter your Access subdomain URL (the 5-character code in your URL before .accessacloud.com, e.g., rcrm2 or rcrm3).
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  1. Enter your API key and Integrator key.
  2. Click Activate.

2. Customize your settings

Pair team members and enable automatic synchronization for recruitment objects.

  1. Call types: Manage and filter types of inbound, outbound, or missed calls.
  2. Include recordings in call logs: Select which call audio recordings (e.g., "All files") are attached to call logs.
  3. Restrict access to recordings: Toggle switch to restrict user access permissions for audio recordings.
  4. Phone numbers: View and manage connected phone lines or select specific numbers.
  5. SMS messaging numbers: Manage numbers enabled for SMS communication.
  6. Group SMS conversations by: Choose the time frame used to organize SMS messages into threads (e.g., "Day (24 hr)").
  7. Link users with an account: Map CRM users or agents to their corresponding system accounts via "Manage users".
  8. Assign missed IVR calls to: Select a default user or queue (e.g., "Add user") to assign unhandled IVR calls.
  1. Log internal calls: Toggle switch to record internal staff communications in the CRM.
  2. Include Ringover summaries in call logs: Toggle switch to automatically attach Ringover call summaries to call records.
  3. Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the specific IVR scenario name to incoming call logs.
  4. Select contact manually: Toggle switch allowing users to manually choose or search for contacts when logging calls.
  5. Logs display language: Dropdown setting to set the display language for call logs (e.g., "en").
  6. Custom URL: Text input field to define a custom endpoint URL for external logging or webhook integrations.
  7. Type of object created: Dropdown selector to set the CRM record type created for new interactions (e.g., "Contact").
  8. Log WhatsApp messages: Toggle switch to save WhatsApp chat logs directly to CRM records.
  9. Group WhatsApp conversations by: Select how WhatsApp messages are grouped into threads (e.g., "Day (24 hr)").
  10. Create contact for calls: Choose when new contacts are created during calls (e.g., "Outgoing calls").
  1. Create contact for SMS messages: Choose when new contacts are created from SMS messages (e.g., "All").
  2. Create contact for WhatsApp messages: Toggle switch to automatically generate new CRM contacts from WhatsApp messages.
  3. Sync contacts (v4): Toggle switch to enable general contact synchronization with Access Recruitment CRM.
  4. Sync contacts on a call-by-call basis: Toggle switch to execute contact sync on an individual call level.
  5. Display contact's info during call and only store their info if call-by-call basis is activated: Toggle switch to present contact details during active calls while restricting storage unless call-by-call sync is enabled.
  6. Mapped fields: Configure Access Recruitment CRM fields that appear in the dialer's Info panel.

3. Test call logging and activity tracking

Verify that communication events log seamlessly in Access notebook items.

  1. Make a test call or send a test message using your Ringover dialer.
  2. Open the corresponding contact record in Access.
  3. Check the notebook section to confirm that call notes, tags, recording links, transcriptions, or message details are properly logged.
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💡 Good to know: When Empower is activated on your Ringover account, AI-generated call summaries and next steps will automatically be included in your Access notebook items alongside call transcriptions.
💡 Tip: Ensure call recording is enabled in your Ringover settings to automatically generate and attach transcription links to your Access notebook items.

🎉 You now know how to set up the Access integration and can effortlessly streamline your recruitment communications!