Find, play, and download RingCentral call recordings saved on your Pipeline CRM records.

Before you start

• RingCentral must be connected and enabled (see Connect RingCentral to Log Calls and Save Recordings in Pipeline CRM)
• 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.
  • In the Transcript column, click the icon to play the recording.
• 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

1. In the Call Logs page, locate the Transcript column and click the icon to play.
2. Click the call entry that has a recording attached.
3. Click Play to listen. Use the speed control to play back faster or slower.
4. Click Download to save the recording file.

Note: What you can see depends on your Pipeline visibility settings. If a call is linked to a record you can't access, you'll see that a call took place but won't get a link into that record.

Why a call might not have a recording

• Call recording wasn't turned on in RingCentral for that call
• The call happened before RingCentral finished processing — recordings can take a short time to appear
• The call happened before RingCentral integration recording was enabled — recordings aren't backdated
• The caller's or recipient's work number wasn't set correctly in Pipeline, so the call wasn't captured at all

Need help? Contact support at [email protected].