121 results found
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Add SMS records in Hubspot Reports
In Hubspot Reports, users can view records for calls, Meetings, and Emails, but no information is pulled for SMS activity.
The Report has an SMS column, but it displays 0, although under contact activities, we can see SMS transactions.
4 votes -
Hubspot SMS deals
Ability to send SMS through deals page in Hubspot . Just like the option that shows on the "conytacts" page .
4 votes -
RingCX for Hubspot that would allow them to log calls that end abruptly
RingCX for Hubspot that would allow them to log calls that end abruptly
They wanted a feature that would allow them to log calls that end abruptly, where the agent is unable to select a disposition to record the call.1 vote -
Hubspot Click to SMS in contacts
click to SMS from contacts phone numbers
1 vote -
Voicemail recording and IVR selections
Enable to log voicemail recording and IVR selections in Hubspot
2 votes -
Support for Voicemail Co-Recipient in HubSpot Integration
Description:
Currently, RingCentral allows selecting a voicemail co-recipient, enabling voicemail from one extension to be shared with multiple users’ mailboxes. The HubSpot integration does not support this functionality.Use Case:
Users want voicemails from a single RingCentral extension to appear in multiple HubSpot user mailboxes, improving visibility and collaboration across teams.Current Behavior:
Voicemails can only be logged or delivered to a single user within HubSpot, limiting shared access and requiring manual forwarding or additional workarounds.Expected Behavior:
The HubSpot integration should allow voicemails to be shared with multiple users, similar to the native RingCentral feature.Impact:
Improved team efficiency…3 votes -
RingCentral for Hubspot - Mobile App Calls
Ability to record the call in Hubspot Activity if the User answer the call in RC for Hubspot
1 vote -
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:
- 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.
- Personalized Sales SMS - Similarly our…
1 vote -
HubSpot Native Migration
RingEX for RingCentral is still not available for Partner Brands like AT&T,
2 votes -
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
1 vote -
Enable 'Task' features from Hubspot to the native integrations
Enable 'Task' features from Hubspot to the native integrations
-allow schedule calls, emails, and general to-dos linked to contacts, companies, or deals1 vote -
RC to Hubspot SMS Logging
Get the SMS logging recorded under the user’s name so that we can have accurate activity tracking.
3 votes -
HubSpot: Individual control for pop-up windows
It would be very useful to have individual control over which calling window should up between the in HubSpot pop-up window vs the independent browser window (app.hubspot.com/calling-integration-popup-ui).
This way the end user can choose to only show one window if they prefer.
4 votes -
Native HubSpot integration 2 pop up calling window
To have an option to select only HubSpot or RC Calling windows to show up on the Native HubSpot integration platform
1 vote -
For RCx for Hubspot. Allow admins to set a default object to relate the call log to.
Use case: Customer wants to ensure all call logs are logged on the deal object but if there are contacts or accounts found for the same number, agent has to manually choose the deal record to relate the call to.
1 vote -
HubSpot: Associate Calls to other objects such as Deals
Currently, we are only able to associate calls to a contact record. And even though all the call logs are saved against that contact record, it can become tedious to figure out which call is related to which deal. Moreover, sometimes a call needs to be linked to an email or a manual note, to give it more context and make it easily searchable.
So an option to associate calls to other objects (Deals, Invoices, Emails, Notes, etc) in HubSpot would be very useful.
3 votes -
HubSpot: Remember pop-up window settings
When we first sign into HubSpot and open the calling window, two windows open up. One pop-up within the HubSpot app and the other is an independent browser window (app.hubspot.com/calling-integration-popup-ui). It would be nice to have the system remember not to pop-up the in HubSpot window the next time we log in if the user has chosen to turn it off in the settings area.
3 votes -
Pop up the app for inbound calls in RC for HubSpot CTI
Currently, when the calling option is set to Browser and the 'Pop up the app for inbound calls' is enabled, users will still need be on the HubSpot page to see the pop up window for inbound calls.
It would be great if we have an option for the pop up window to appear even if the end-user is not on the HubSpot page during the incoming call.
3 votes -
Text message templates in RingCentral for HubSpot CTI
Looking for an option to have the 'Text message template' or 'Use template' when sending SMS using the RingCentral for HubSpot CTI.
Currently, this feature is not yet available in the integration. It is only visible in RingCentral standalone application.
2 votes -
Options to call or SMS by hovering on a Phone number
Kreg wants to have the possibility to hover over a number and be presented with the chance to call or send SMS, which was with the RingCentral for HubSpot extension.
He is gutted that he has to navigate a few steps before calling a contact or sending an SMS.
He says this makes things more complicated.
2 votes
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