85 results found
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RC for Hubspot - Call Logs and Recordings
We need to sync all call records and transcripts done within Ringcentral with Hubspot so all interactions appear on our Hubspot contact records. The problem I've found with all options I have found and tested is that one integration only integrates contact info and the other integration only logs calls done within Hubspot via the Ringcentral for Hubspot integration.
We need all calls logged, even those done outside of hubspot. For example, if a client calls one of our agents directly on your Ringcentral softphone, we need it logged in hubspot but it doesn't right now. Only if the agent…
4 votesOur new native Hubspot integration and its automated activity sync feature, you can do exactly this!
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Force call type/outcome for logged calls | RingCentral for Hubspot
A way to force the call type and call outcome upon logging a call and default these to mandatory. Corporately we are trying to capture reporting on this but because it is not forced people are skipping this step.
4 votes -
Hubspot calls to Deskphone instead of RC Softphone
Needs to connect/ring physical phones when receiving calls from RingCentral, instead of using RC softphone
4 votes -
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 screen3 votes -
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 -
Use HubSpot on any browser
Ability to use Rc for HUbspot on any browser
3 votesUsing HubSpot's SDKs our integration is now supported on any available browser which supports the HubSpot application
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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 -
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 -
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 -
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 -
Increase details logged when Syncing RingCentral Call Logs to Hubspot
Need to sync all detailed information of Call Logs in Hubspot Call Logs. Specifically, we need to see the Call Length and Duration.
2 votesWe have implemented this feature in the latest fully native Hubspot integration.
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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 -
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 -
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 -
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 -
fixed icon for RC for HubSpot
Ability to lock RC for HubSpot icon in the desired position.
2 votes -
Ability to assign an activity to a user in HubSpot reports
Currently, we don't have an option to assign an activity to a user in HubSpot reports.
After creating a report to view the total number of SMS/Calls using RingCentral for HubSpot in HubSpot, it will show under the Unassigned section.
2 votes -
"Disconnected" calls in HubSpot
Use a better transient status instead of "Disconnected" when a call is ended.
2 votes -
Hubspot - Native Dialer Call Logs/Recordings
RC for Hubspot CTI is not registering the contact information for calls
2 votes -
RC for Hubspot - Auto Log Calls to control by Admin only
Customer wants to control the Auto-Log calls settings of all Users that is using RC for Hubspot extension
2 votes
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