RingCentral
Call routing, inbound session metadata, recording handoff, and review queue creation.
Integrations
CallPorch reads availability, writes back a hold, and drops the qualified-call note where your team already works. If a system has no API, a CSV fallback ships the same intake the next morning.
Connection detail
Relationship, data direction, scopes, setup, and fallback — stated plainly. CallPorch holds slots in Pending status; a person on your team confirms.
Implementation partner status
calendar.readcontacts.writeappointments.holdImplementation partner status
voice.managesms.sendCallPorch may route calls, draft SMS, and hold slots in Pending status. Final appointment confirmation, medical triage overrides, and pricing quotes require a human.
Group · 01
The line CallPorch answers on. Inbound session metadata, recording handoff, and review-queue creation through supported phone-system APIs.
Call routing, inbound session metadata, recording handoff, and review queue creation.
Call routing, inbound session metadata, recording handoff, and review queue creation.
Inbound voice, SMS confirmations, STOP and opt-out handling.
Group · 02
Two-way SMS follow-up, appointment reminders, review prompts, and post-call communication sync.
Two-way SMS follow-up, appointment reminders, review prompts, post-call sync.
Two-way SMS follow-up, review prompts, and local reputation workflow sync.
Appointment updates, reminders, post-call follow-up, and SMS workflow support.
Group · 03
Availability lookup, calendar handoff, and structured intake export. Staff approval is required before any confirmed booking syncs.
Availability lookup, calendar handoff, appointment-slot reference, structured intake export.
Calendar reference, appointment-slot lookup, and structured intake export.
Calendar reference, appointment-slot lookup, and structured intake export.
Group · 04
Where CallPorch places a short hold while waiting for SMS or staff confirmation.
Live availability and slot holds per provider.
Microsoft 365 calendars with the same hold logic.
Routes qualified callers into your existing event types.
Books into Acuity calendars after staff approval.
Group · 05
Where the qualified-call note ends up so dispatch, sales, or the office can act on it.
Dispatch handoff for HVAC, plumbing, and electrical jobs.
Request creation with on-site notes and contact details.
New estimate or job created from a qualified call.
Contact and deal creation with the transcript link attached.
Group · 06
Post-call review-link routing, local listing attribution, and sentiment trend tracking.
Post-call review-link routing, local listing attribution, sentiment trend tracking.
Listing attribution, review routing, and sentiment trend tracking.
Don't see your tool?
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