795 results found
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RingCentral for Salesforce: "activity" fields to be reduced from 16
RingCentral for Salesforce: "activity" fields to be reduced from 16. @Matt LaHatt wrote:Our SalesForce integration has been a hot topic of interest for them. They loved the demos of it and love the features a value we provide. However, they have a major dilemma. Bessemer has 2x custom integrations that use up the majority of the 100 custom fields. They only have 12 fields they can make available for the RingCentral integration. I've heard from others in our organization that our SFDC integration requires 16 fields to work.@Matthew Ludwig wrote: SFDC has max 100 fields available under the "activity" object.…
3 votes -
Add an unread Inbox notification counter to the MS Teams Embedded Dialer main icon in Teams
Use Case: Employees use MS Teams as their primary collaboration and video conference tool. RingCentral is the phone, SMS, and fax service provider. Employees rely on RingCentral's MS Teams Embedded Dialer.Problem: Employees don't have a way to quickly determine how many unread messages they have by looking that the RingCentral icon in Team. If they a user walked away from their desks for a few minutes, they may have missed a critical SMS, voicemail, or fax that needs to be responded to urgently.Feature request: Add an unread message counter to the main icon of our MS Teams Embedded Dialer. This…
3 votes -
Salesforce integration - Log all calls regardless of RingCentral for the Salesforce browser is closed
If you are out of the office, not logged in (aka after business hours), and Salesforce is not open at all times, then calls do not log. This creates the issue of all calls received outside business hours or to users who are out of the office... are not logging in to Salesforce CRM.
3 votes -
Integration for AgencyBloc
We use AgencyBloc as our CRM software. It would be so great to have a pop up when our clients call us!
3 votes -
Add conference calling or 3 way calling to RingCentral for Salesforce app.
We have users that make calls from Salesforce that need to be able to speak to secondary callers at the same time. This includes language translation service providers while the original caller is on the line. Please add ASAP. Using the regular RingCentral app is not productive as all the popups and call disposition field from Salesforce will not work.
3 votes -
Salesforce Integration Call Disposition Subject Default
It would be great to be able to setup a specific defaulted Subject for the Task being logged for each call activity. Currently the user has to manually change it to something else, but it would be great to have the ability as an Admin to default the verbiage there to something that makes more sense for our team. In addition, adding the ability to make it dynamic with merge fields would be even more flexible as well.
3 votes -
Shopify contact details into RingCentral
Now in the era of e-commerce and considering the Shopify platform popularity increasing, would be great to have an integration (direct or Zapier) where when a new order in Shopify comes in (and it does have a phone number), to sync those details with RingCentral so when a customer calls to be an easier and friendlier way to answer and locate their details.
3 votes -
Integration with ManageEngine/ServiceDesk Plus
RingCentral integration with ManageEngine/ServiceDesk Plus for robotics/automation
3 votes -
Facebook Lead to RingCentral Create Webinar Registrant
Hello,I would like to have Zapier connect a Facebook Ads Lead to RingCentral and Create a Webinar Registrant.The meetings and webinar functions of RingCentral are fully powered by Zoom, essentially RingCentral meetings and webinars ARE Zoom meetings and webinars with different branding.It is completely possible to have a Facebook Ads Lead zapier to ZOOM and Create Webinar Registrant.My colleagues do this all the time, see this Video.Running A Buyer and Seller Seminarhttps://youtu.be/QmnwkqtZszE?t=2358See the photo attached below.So How can we do the same with RingCentral meetings and webinars???This is a VERY useful function that allows Facebook Ad Leads to pass their…
3 votes -
RingCentral Outlook plugin for Mac
Why is there no RingCentral for Outlook plugin for Mac.
3 votes -
Improve the one touch access link generated from the RC for Outlook invite to not ask for the passcode
The RingCentral for outlook plugin works when creating an outlook invitation, it can invite people. The problem is that the passcode is not included in the one-touch link for private video conferences so those with the link still need to key in the passcode manually but most of the time it is not easy to find. The one-touch link should allow those who use to immediately be able to join the meetings without being asked to enter the passcode. This will not only be for convenience but also for safety as some participants join the meetings while driving.
3 votes -
Service Monster CRM integration
We use Service Monster for all of our CRM in our service companies. We would like to have an API/integration so we do not have to re-enter phone numbers from Service Monster to RingCentral. We would also like to have the client's name show up with that phone number when texted or called.
3 votes -
Attached Images to Text Message in Outlook Plug-in
We need the ability to attach images to text messages from the Outlook plug-in.
3 votes -
Allow Integration with Keap/Infusionsoft
We would love to see a way for our RingCentral call/sms activity to be integrated with Infusionsoft. Specifically, if we can have the call logs be appended to infusionsoft contact notes, that'll be awesome!
3 votes -
App or Integration with Lead Docket and Filevine
We currently use a lead software Lead Docket and Filevine is our case management software. It would be great if we can call from LD or FV and it be documented in the software for accountability.
3 votes -
RingCentral integration with epicor erp
my company is switching from sales force and using epicor as a crm database. My team loves RC and wants it integrated like it was in salesforce.
3 votes -
Salesforce plugin - please update the product so that it supports dependent drop down lists
Currently we are using the Salesforce plugin only. Not supporting dependent drop down lists means we have been unable to add all of our required fields into the RC component in Salesforce; this results in the user needing to access the Salesforce task after a call to update certain fields - we are now seeing this causing errors when the call recording is added to the Salesforce task whilst the user is editing it
3 votes -
RingCentral for Salesforce: Canned Responses
It would be a great if admins had the ability to defined canned responses (i.e. pre-defined text) that users could select when making calls. For example, when users call and leave a voicemail. This could then be added to the 'Notes' without users having to enter in data manually. Thanks!
3 votes -
RingCentral for Salesforce: Ability to have multiple layouts in RC CTI component
As more departments/teams use RingCentral for Salesforce, it would be helpful if it was possible to be able to define multiple layouts for different users. That way, we can tailor which data our users need to capture.
3 votes -
Airbnb does not allow usage of RingCentral as a host contact number
Airbnb, the multi-billion dollar vacation rental website does not allow usage of VOIP phone numbers as a host contact phone number. I may have to cancel my RingCentral service, but this is a HUGE amount of potential lost revenue for RingCentral since any property manager business cannot use your service for their business! There should be a way to redefine the RingCentral number so that Airbnb does not tag it as a VOIP..their concern is that most VOIP numbers are land lines that do not accept text messages
3 votes
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