How Integrate with RingCentral

How to Integrate with RingCentral
Momentum AMS integrates with RingCentral to bring call and text activity directly into the system. This allows agents to manage customer communication — calls, SMS, and MMS — without leaving the AMS.

Set-Up Steps

From the Left Navigation Menu, click Text Messaging / SMS.
In the top right corner, click Actions → System Settings.
Under system settings, select:
Own RingCentral (2-way SMS/MMS; Mass Messages; login by RingCentral login page).
Next, choose RingCentral Settings.
Click RingCentral Login Page and log in with your RingCentral credentials.
Once logged in, your RingCentral phone number will be available to select and set in Momentum.

⚠️ Note: If your RingCentral phone number does not appear, you may need to complete TCPA compliance setup with RingCentral before Momentum can display the number.

Sending Text Messages

Once your RingCentral account is connected, texts can be sent in two ways:

From an Insured Record (via Notes):
- Navigate to the insured’s profile.
- Add a new Note and select the option to send the note as a sms message.
- The message will send from your connected RingCentral number, and both the note and text log will save in the insured’s Activity History.
From the Text Messaging / SMS Module (Left Navigation):
- Click Text Messaging / SMS from the left navigation menu.
- From here, you can send individual texts or create mass text campaigns.
- All inbound and outbound messages are logged and linked to the insured record automatically.

Using the Integration

Supports 2-way SMS/MMS directly from Momentum.
Mass Text Messages can be sent to groups using your connected RingCentral number.
All text activity is logged in the insured’s Activity History, alongside calls, emails, and tasks.
For agencies with multiple users, each agent can log in with their RingCentral account, while administrators can manage the agency’s main number.