Find, play, and download RingCentral call recordings saved on your Pipeline CRM records.
Before you start
- RingCentral must be connected and enabled (see RingCentral Integration)
- The call must have a recording — Pipeline can only save a recording if one exists in RingCentral
Find a recording
You can find recordings in three places:
- Go to Tools > Call Logs to see every logged call across your team, with recordings attached where available.
- Open a person or company record and check their timeline for the logged call activity.
- Open a person or company's Files tab — recordings appear as attachments.
Play or download a recording
- Go to Tools > Call Logs.
- Find the call and click the icon in the Transcript column.
- Click Play to listen. Use the speed control to play back faster or slower.
- Click Download to save the recording file.
What you can see depends on your Pipeline visibility settings. If a call is linked to a record you don't have access to, you'll see the name on the row, but you won't be able to click through to that record.
Why a call might not have a recording
- Call recording wasn't turned on in RingCentral for that call
- The recording is still processing — recordings arrive about two minutes after a call ends, and Pipeline keeps retrying until the file is ready
- The call happened before the RingCentral integration was enabled — recordings aren't backdated
- The user's Work number in Pipeline didn't match their RingCentral extension, so the call wasn't captured at all
Recordings on calls from numbers you haven't saved
A call from an unrecognized number still gets its recording captured, even though the call isn't linked to anyone yet. When you save that number as a person or company, Pipeline copies the recording onto the activity it creates and dates that activity to the original call — see RingCentral Integration for the full flow.
Need help? Contact support at customercare@pipelinecrm.com.