What happens when a known customer calls?

The module matches the number to their existing open lead and lets the agent open it in one click from the call popup — Won, Lost, and closed leads are excluded so only actionable opportunities surface.

What about a number that isn't in the CRM yet?

It instantly creates a new CRM lead with the caller's number pre-populated and linked to the contact, so the enquiry is captured without manual entry.

Will it create duplicate leads for repeat callers?

No. Duplicate prevention ensures the same phone number never spawns a redundant lead.

Do I need the base RingCentral app?

Yes. RingCentral Lead Creation depends on the RingCentral Integration module and answers calls through the RingCentral Embeddable widget API.

Which Odoo version does it need?

Odoo 19.0, deployable on Odoo Online, Odoo.sh, or on-premise. It depends on CRM, Calendar, Contacts, Discuss, and RingCentral Integration.

Odoo App · Telephony & CTI

RingCentral Lead Creation — Calls to Odoo CRM Leads

Every incoming RingCentral call identifies the caller, opens their open lead, or creates a new one with the number pre-filled — no duplicates.

$637.99 Odoo 19.0 OPL-1

Get it on the Odoo App Store Book a free consultation

Matched CRM lead opened from a RingCentral incoming call

New Odoo CRM lead created automatically with the caller's number pre-filled

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Overview

A ringing phone is a lead — but only if it lands in the CRM. RingCentral Lead Creation closes that gap: the instant a RingCentral call comes in, Odoo identifies the caller and either surfaces their existing opportunity or creates a fresh lead, so nothing is lost to a sticky note.

On an incoming call the module checks the number against open CRM leads in real time — deliberately ignoring Won, Lost, and closed stages so agents see only what's actionable. A smart popup shows the caller's details with three choices: Accept & Open Lead, Accept Call, or Decline. Matched callers open in one click; unknown callers generate a new lead with the number already populated and linked to the contact.

Calls are answered through the RingCentral Embeddable widget API at the same time as the Odoo action, so the agent works in one place. Duplicate prevention ensures a repeat caller never creates a second lead for the same number. The module builds on the base RingCentral Integration and covers incoming and outgoing calls.

Key features

Automatic caller identification

Every incoming RingCentral number is checked against existing CRM leads in real time as the call arrives.
Smart lead matching

Matches only open leads — Won, Lost, and closed stages are excluded — so agents see the opportunity that's still actionable.
One-click lead opening

When a caller matches an existing lead, open it in a single click straight from the call popup.
Instant lead creation

Unknown callers generate a new CRM lead with the caller's number pre-populated and linked to the contact.
Embeddable widget integration

Calls are answered via the RingCentral Embeddable widget API simultaneously with the Odoo action, keeping the agent in one screen.
Duplicate prevention

A repeat caller never creates a redundant lead — the same phone number won't spawn duplicates.

Technical details

Specification

Publisher: TechUltra Solutions Private Limited
Technical name: ringcentral_lead_creation
Odoo versions: 19.0
Lines of code: 11,772
License: Odoo Proprietary License v1.0 (OPL-1)
Price: $637.99 (one-time)

Deployment

Odoo Online
Odoo.sh
On-premise

Odoo dependencies

CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
RingCentral Integration

Support

90 days of bug-fix support, Monday to Friday (10:00–19:00 IST). Raise a ticket at support@techultra.in.

Setup & configuration

From install to first call — here is the path.

1

Install the base integration

Ensure the RingCentral Integration module is installed — this module builds on it.
2

Install RingCentral Lead Creation

In Odoo Apps, search "RingCentral Lead Creation" and click Install.
3

Connect the Embeddable widget

Sign in through the RingCentral Embeddable widget so incoming and outgoing calls are handled inside Odoo.
4

Take a call

On an incoming call, use the popup to Accept & Open Lead for a match, or accept to auto-create a new lead with the number pre-filled.

Frequently asked questions

What happens when a known customer calls?

The module matches the number to their existing open lead and lets the agent open it in one click from the call popup — Won, Lost, and closed leads are excluded so only actionable opportunities surface.
What about a number that isn't in the CRM yet?

It instantly creates a new CRM lead with the caller's number pre-populated and linked to the contact, so the enquiry is captured without manual entry.
Will it create duplicate leads for repeat callers?

No. Duplicate prevention ensures the same phone number never spawns a redundant lead.
Do I need the base RingCentral app?

Yes. RingCentral Lead Creation depends on the RingCentral Integration module and answers calls through the RingCentral Embeddable widget API.
Which Odoo version does it need?

Odoo 19.0, deployable on Odoo Online, Odoo.sh, or on-premise. It depends on CRM, Calendar, Contacts, Discuss, and RingCentral Integration.