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107 results found

  1. SMS Template in RingCentral for HubSpot

    SMS Template in RingCentral for HubSpot

    We need templated text messaging so opt out/help, etc, can be automated to ensure TCR compliance.

    2 votes
    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  2. Too many active phones when using HubSpot

    Using the Ring/HubSpot extension for all calls using the browser, and only having the desktop program open to view the HUD. Setting the Ring/HubSpot extension for all calls to go through the RingCentral app rather than the browser resolves all of the above issues, but then he will have two apps side by side that he needs to jump between to do different functions and it introduces a couple extra button presses.

    2 votes
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  3. MMS | RingCentral for Hubspot

    For web telephony integrations including Hubspot, users do not have a way to view the multimedia attachment sent via MMS and as a workaround will have to open the message view the RingCentral app.

    It would be great if MMS support has been added soon for users to stick to one app (Hubspot) at a time especially for companies that rely on the MMS feature to send media.

    5 votes
    New  ·  2 comments  ·  Integrations: HubSpot  ·  Admin →
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  4. Hubspot Inbox Workflows

    Add support for creating workflows that targets the Hubspot Inbox.

    The only workflow that can be supported at this time is outbound SMS and it would be great to expand the automation possibilities using RingCentral as the voice/SMS provider.

    3 votes
    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  5. Outbound Calls to Pull up User records on Hubspot

    Ability to pull up user records on Hubspot on outbound calls using the RC for Hubspot Ext
    Another feature to allow configuration settings to user to allow pop ups on calls with user records populating on the screen

    3 votes
    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  6. Call Park/Flip option in RingCentral for HubSpot dialer

    Currently, there's no 'More' option in the dialer of RingCentral for HubSpot when the calling option is set to 'Browser'.

    'More' option during an active call provides the 'Park' and 'Flip' option.

    These options are available in the RingCentral standalone application.

    1 vote
    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  7. HubSpot call log automation

    Would it be possible for RingCentral (HubSpot) to automate call dispositions, meeting types, and call outcomes? JustCall seems to offer this functionality, and implementing something similar could enhance efficiency and save time for users.

    2 votes
    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  8. Create a Follow-up Task for Hubspot

    Enable users to create a "Follow-up" call task similar to Hubspot's task feature

    1 vote
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  9. Create an option to enable/disable recording announcement for Hubspot

    Create an option to enable/disable recording announcement for Hubspot new native integrations

    1 vote
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  10. RC Native App for Hubspot - SMS

    Ability to receive SMS notification in RC for Hubspot, sync the Hubspot contacts to RC App and click to Dial using RC native app for Hubspot

    1 vote
    Future Consideration  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  11. Better control of Hubspot native dialer windows

    1. Customr do not want to see two RC Hubspot window when making calls
    2. If in case that there are two windows they want the RC Windows to be both movable just like the other one
    1 vote
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  12. RingCX HubSpot Extension Ability to send SMS

    While using the RingCX HubSpot extenstion you should be able to send SMS by hovering over the contact records phone number just like you can with the EX extension. You should also be able to send SMS through the workflows with the CX extension. It is inefficient to have agents go back and forth between EX and CX so they they can do SMS.

    1 vote
    Under Review  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  13. Custom created properties in RingCentral for HubSpot integration

    Automatically associate the contact matching logic to the custom created properties in RingCentral for HubSpot integration

    2 votes
    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  14. Multi-UID Support for RingEX ↔ HubSpot Integration

    Enable support for linking multiple RingEX UIDs to a single HubSpot CRM instance using the native integration.

    This would allow organizations operating multiple RingCentral tenants to log calls and SMS into one centralized HubSpot environment. Current limitations result in missing logs, contact errors, and data loss during number migrations. Native multi-UID support would solve this for enterprise customers with distributed account structures.

    1 vote
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  15. fixed icon for RC for HubSpot

    Ability to lock RC for HubSpot icon in the desired position.

    2 votes
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  16. RC for Hubspot - Call Logs automatically populated in Deals

    We have people saving calls on the RC for hubspot app, the call appears in Hubspot and then appears to vanish for Deals, with us being unable to access it. This is happening across the business for multiple accounts.

    1 vote
    0 comments  ·  Integrations: HubSpot  ·  Admin →
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  17. Select the 'property' filed as the contact owner | RC Labs HubSpot SMS

    It would be great if we have the option to select the 'property' filed as the contact owner | RC Labs HubSpot SMS

    Currently, the workflow always sends the SMS from the contact owner’s phone number. Therefore please ensure the contact owner has a valid RC account (the same email address to sign in both HubSpot and RingCentral), and is able to sign in to RingCentral for HubSpot so that Send text messages (SMS) action will work properly.

    2 votes
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  18. RC for Hubspot workflow for Calls and Contacts creation

    Hubspot workflow doesn't include Calls, only SMS. New contacts are automatically being created in HubSpot when someone calls or texts that is not an existing contact in HubSpot. We want this feature turned OFF. Is it possible to send attachments with an SMS in the RingCentral for HubSpot extension?

    3 votes
    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  19. RC for Hubspot - AI Transcript

    We have downloaded the Hubspot plug-in for the desktop phone app. However, we are not seeing where to activate the AI Notes or transcription option for the plug-in. Hubspot allows for transcription, so we are looking for a better understanding of how the plug-in works in relation to transcription

    3 votes
    Implemented  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  20. Limit access to contacts in HubSpot

    limit access to their CRM contacts, as the current settings allowed all users to see everyone in the CRM

    1 vote
    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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