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107 results found

  1. 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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  2. 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
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  3. 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
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  4. 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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  5. Add source tag to calls in Hubspot

    Add the the source tag to be applied to all calls in Ringcentral &
    Hubspot.

    Add ability to see the close rate. Leave comments on leads
    or mark them as a booked service so we can assign a value to each lead?

    3 votes
    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  6. HubSpot Chrome Extension: Option to auto-pop a New Contact Page when no matching record

    When no contact is matched, it would be nice to have the ability to auto pop a new contact page so that the end-user can easily begin creating a new contact. With this, the captured inbound phone number should be automatically fed into the "Phone Number" field within HubSpot.

    Lastly, in an ideal world, the call would then be automatically matched to the newly created contacted without having to select it in the drop down manually.

    3 votes
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  7. RC for Hubspot calls not creating Hubspot activity for non-existing contacts

    Hello, we are using RingCentral through our Hubspot CRM. Calls made using RingCentral are not being registered in Hubspot. As we track call volumes, we need to make sure all RC activity is logged in our Hubspot app.

    3 votes
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  8. RC for Hubspot - RingOut

    Need to use the RingOut feature in RC for Hubspot

    3 votes
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  9. Automatic Ticket Creation | RingCentral for Hubspot

    Instead of using a third-party app/CRM, it would be great if we have an option to automatically create tickets for calls using RingCentral for Hubspot or other integrated applications.

    As of the moment, we do not support creating tickets directly for logging calls in HubSpot integration.

    3 votes
    0 comments  ·  Integrations: HubSpot  ·  Admin →
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  10. RingCentral for Hubspot (Chrome extension): Match call to existing Hubspot record when NOT in e.164 format

    RingCentral for Hubspot: Match call to existing Hubspot record when NOT in e.164 formatIn some cases a match can be found when not in e.164 format, it depends. However, if the contact has a +1 and also parenthesis and dashes - no match is found.When Hubspot integration is not finding a match, the app is creating a new contact named “Caller + phone number in e164 format” and logging the call under the new contact.per Customer: "All these "junk" contacts are being generated in Hubspot every time our users call via Ring Central IF the number doesn't have the +1(and…

    3 votes
    Under Review  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  11. Feature Request: Connecting Hubspot and Its Contacts to RingCentral Unified App

    He has Hubspot mobile app and would like to connect its contacts to the RingCentral Unified mobile appSFDC case no. 14120478https://rc.lightning.force.com/lightning/r/Case/5002H00001MFrULQA1/viewcompany: Medicare ReviewRC UID: 62845139031 (2 lines) ESTCurrent Total MRR: USD 81.95Contact Name: Surry DeJohnContact Email: DeJohn@GettingBen.comContact Phone No.: (941) 374-2598

    3 votes
    Under Review  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  12. HubSpot CRM contact sync in the RingCentral app

    Some users would want to have a contact list for Hubspot in the RC app. It would be more convenient. Currently, there's no option to sync in the contacts for Hubspot in the RC app.

    3 votes
    Under Review  ·  1 comment  ·  Integrations: HubSpot  ·  Admin →
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  13. Syncing HubSpot RC Chrome extension to RC desktop app directory

    Recently, we've integrated RC with HubSpot, but the RC Chrome extension is only synced with HubSpot records such as contacts and leads. It doesn't sync with the main RC directory. Consequently, we can't transfer calls from the extension and can only make internal calls using the desktop app since the directory isn't accessible via the extension. Our goal is to sync both directories to enable seamless communication.

    3 votes
    Under Review  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  14. 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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  15. 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
    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  16. 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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  17. 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
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  18. fixed icon for RC for HubSpot

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

    2 votes
    New  ·  0 comments  ·  Integrations: HubSpot  ·  Admin →
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  19. 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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  20. Ability to send Fax through RC for Hubspot Extension

    Ability to send Fax through RC for Hubspot Extension and to reflect the activity on Hubspot

    2 votes
    New  ·  1 comment  ·  Integrations: HubSpot  ·  Admin →
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