148 results found

1. RC for Hubspot Auto-Dial per Task

   The Ringcentral application should dial the next company when click to move to the next company. Now i have to do one more step to click on

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2. Set up main company number for hubpsot

   Set up the main company number for HubSpot: getting the call activity of the main line into HubSpot

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3. Integrations Console - SMS messages link to users in Hubspot

   Enable to auto-log/link SMS messages to Hubspot. Filling out the 'Activity Assigned To' field/category

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4. Call Waiting Ringtone in RingEX for HubSpot

   The Call Waiting feature is currently available only in the RingCentral desktop and web applications and is not supported within the RingEX for HubSpot CTI dialer. When a call is received on Line 2 while another call is active in the CTI, the incoming call must be manually ignored.

   As an alternative, you may configure RingEX for HubSpot to use the RingCentral desktop application for calling by navigating to Settings > Calling and selecting RingCentral App. This allows calls to be handled through the standalone RingCentral application, where call waiting and other calling features are supported.

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5. Hubspot contact sync

   It would be great if all my hubspot contacts were listed under "hubspot contacts." Right now we have internal contacts and personal contacts. All HubSpot contacts sync to my personal contacts, and the limit is 10,000. All contacts from HubSpot are shared within the company, so they really aren't personal contacts. Now, if I want to create a personal contact, I have to go into my admin portal, delete a contact, and then hurry and add my personal contact. The reason I use my desktop app instead of the HubSpot integration with calls via RingEx is that most of my communication is through text message. The desktop app for RingCentral is way cleaner for managing my text messages. RingCentral through HubSpot is not as user-friendly for calls, either. Much easier to manage everything in the RingCentral desktop app, but not all of my "HubSpot" contacts can be synced since we hit that limitation. Our contacts in HubSpot will only continue to grow as we pull data for marketing campaigns

   It would be great if all my hubspot contacts were listed under "hubspot contacts." Right now we have internal contacts and personal contacts. All HubSpot contacts sync to my personal contacts, and the limit is 10,000. All contacts from HubSpot are shared within the company, so they really aren't personal contacts. Now, if I want to create a personal contact, I have to go into my admin portal, delete a contact, and then hurry and add my personal contact. The reason I use my desktop app instead of the HubSpot integration with calls via RingEx is that most of my… more

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6. Hubspot - Call Workflow

   Basically i am trying to setup a workflow, based on call ended trigger.
   After failing all attempts to get contacts enrolled in that, i contact Hubspot support for an advice.
   They only could suggest this

   "But because the calls are coming from an integration, we rely on the information they shared with us and how this information is sent to us. If they don't share the engagement ID we need in order to trigger an even workflow, our hands are tied" .Is there any way to push this engagement ID into hubspot? Or any workaround that may be you suggested to other users. My AIM is to trigger all contacts that has a call logged in their activity

   Basically i am trying to setup a workflow, based on call ended trigger.
   After failing all attempts to get contacts enrolled in that, i contact Hubspot support for an advice.
   They only could suggest this

   "But because the calls are coming from an integration, we rely on the information they shared with us and how this information is sent to us. If they don't share the engagement ID we need in order to trigger an even workflow, our hands are tied" .Is there any way to push this engagement ID into hubspot? Or any workaround that may be you suggested… more

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7. RingEX for HubSpot: Conference Call Capability

   Ability to have conference calls within the RingCentral for HubSpot Integration

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   Under Review  ·  6 comments  ·  Integrations: HubSpot  ·  Delete…  ·  Admin →
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8. HubSpot Token Personalization for Text Templates

   Requesting the ability to add personalized user tokens in text templates within the RC for HubSpot integration.

   Added automation will allow for engaging with clients using more personalized messaging and will save time that is otherwise spent on manually personalizing an outgoing text message to include a user's name and other info.

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9. HubSpot Video Meeting Scheduler

   RingCentral for HubSpot should work with the HubSpot meeting scheduler to automatically update calendar links and meeting invites

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10. Hubspot Voicemail Integration

    HubSpot integration with Ring Central should provide voicemail logging. All businesses want to know if their customer leaves a voicemail. The HubSpot native caller has this integration and the system natively supports recording voicemails, so there should be a means to do similar with the Ring Central integrations.

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    Future Consideration  ·  2 comments  ·  Integrations: HubSpot  ·  Delete…  ·  Admin →
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11. Call Park for RingEX HubSpot

    Allow users to park calls within the Integraiton

    8 votes

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12. User Context Logging for SMS in HubSpot integration

    By design, the system displays the following format after a text message is logged (either automatically or manually) through the RingEX for HubSpot dialer:

    [Inbound or Outbound] SMS from SMS +16500000000 (+16500000000) to Ian Christopher Santos (+16500000000)

    It would be great if we have the option to display who logged the text message, similar to HubSpot’s manual log option (Contact record > More > Log SMS), for reporting purposes.

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    5 votes

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13. Sync Hubspot contacts with RingCentral

    Sync Hubspot contacts with RingCentral to display them under 'Contacts'

    https://ecosystem.hubspot.com/marketplace/listing/ringcentral-data-sync is available but the customer would prefer an easier way similar to how we support them for Google and MS365

    5 votes

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14. HubSpot: Automatic Ticket Creation

    Create tickets automatically for calls using the HubSpot Integration

    10 votes

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15. Deals-Based Workflow Actions for RC SMS

    Currently, RingCentral only supports sending SMS via a Contact-based workflow. I think sending SMS via Deal-based workflows or other objects (Appointments, Projects, etc) is equally as important. Few use cases:

    1. Pipeline Stage Triggers - We'd like to be able to send an SMS message to our customers after an appointment is resulted. This would be straightforward from a deal-based workflow. Deal stage changes and fire an automated SMS.

    Currently, we would have to create a custom property to sync the deal stage to the contact record then fire automations at the contact level there.

    1. Personalized Sales SMS - Similarly our sales reps are asking for the ability to send personalized messages before/after the appointment. Think, appointment reminders or feedback survey links. We would trigger this using deal properties normally but in current state, again, that would require syncing properties back to the contact level.

    In addition, property syncing could get finnicky and cause misfires in situations where a Contact may have several associated deals. We would have to sync the Deal Owner property to the Contact as well in order to send the SMS via a customer's sales rep.

    Having deal-based workflows would significantly simplify this process (making it more manageable) while reducing property bloat at the Contact level.

    Currently, RingCentral only supports sending SMS via a Contact-based workflow. I think sending SMS via Deal-based workflows or other objects (Appointments, Projects, etc) is equally as important. Few use cases:

    1. Pipeline Stage Triggers - We'd like to be able to send an SMS message to our customers after an appointment is resulted. This would be straightforward from a deal-based workflow. Deal stage changes and fire an automated SMS.

    Currently, we would have to create a custom property to sync the deal stage to the contact record then fire automations at the contact level there.

    1. Personalized Sales SMS - Similarly our… more
    3 votes

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16. The HUD functionality available in CRM integrations such as Salesforce or HubSpot

    Option to have the Heads-up Display (HUD) feature within the RingCentral for HubSpot or feature.

    Currently, the HUD is only available in the RingCentral Standalone application and RingCentral for Teams Embedded App

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17. Match 'Phone number 2' and 'Phone number 3' to Contacts in Hubspot Native Integrations

    Enable to match 'Phone number 2' and 'Phone number 3' to existing Contacts in Hubspot when making calls

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18. HubSpot SMS workflow automation to reflect in Hubspot

    Currently, SMS messages sent through HubSpot workflow automation are successfully delivered but are not automatically logged to HubSpot activity feeds. This creates a gap in activity tracking and makes it difficult for users to see a complete communication history within HubSpot.

    Inquiry related to:
    https://jira.ringcentral.com/browse/RCINT-46469

    3 votes

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19. Display Inbound Caller ID in Preview Window for RingCentral for HubSpot

    Description:
    Currently, when an inbound call is received through the RingCentral for HubSpot integration, the preview window displays the previous incoming call information instead of the current one. The request is to enhance the integration to display the correct caller number or caller ID in the inbound call preview window in real time.

    Current Behavior:

    • The preview window shows the last received call information instead of the new incoming call.
    • In some instances, the preview window gets stuck on the loading screen or displays a blank page, preventing the user from viewing caller details.

    Requested Enhancement:

    • Modify the RingCentral for HubSpot integration to dynamically refresh the call preview window and display the active caller’s phone number/caller ID for each inbound call.
    • Ensure the preview window loads properly and does not freeze or display outdated information.

    Business Impact:

    • Users rely on accurate caller information for timely and efficient customer engagement.
    • Incorrect or missing caller ID affects call handling, CRM record accuracy, and overall productivity.

    Environment:

    • Integration: RingCentral for HubSpot
    • Affected Users: Multiple HubSpot users handling inbound calls
    • Behavior: Intermittent loading issues and outdated caller data in preview window

    Description:
    Currently, when an inbound call is received through the RingCentral for HubSpot integration, the preview window displays the previous incoming call information instead of the current one. The request is to enhance the integration to display the correct caller number or caller ID in the inbound call preview window in real time.

    Current Behavior:

    • The preview window shows the last received call information instead of the new incoming call.
    • In some instances, the preview window gets stuck on the loading screen or displays a blank page, preventing the user from viewing caller details.

    Requested Enhancement:

    • Modify the RingCentral for… more
    4 votes

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20. Hubspot call pop up

    Pop up the existing contact record in Hubspot eventhough the calll was not answer.

    It is better to pop up the record eventhough the call was just a missed call or if we ignore or direct it to VM. Right now it will only pop up the contact record when it was answered

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