115 results found

1. 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
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2. HubSpot Native Migration

   RingEX for RingCentral is still not available for Partner Brands like AT&T,

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3. 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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4. 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 deals

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5. 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

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6. 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.

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7. Hubspot SMS deals

   Ability to send SMS through deals page in Hubspot . Just like the option that shows on the "conytacts" page .

   3 votes

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8. 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

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9. 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.

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10. 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

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11. 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

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12. 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

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13. 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

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14. 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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15. Automatically Add Lead Information to HubSpot and WebHooks when Calling through RingCentral

    🔹Currently calling is going through Ringcentral between user and agent; and agent gets the info from user over call and than agent manually add that in hubspot as a lead
    🔹I want to automate this
    I want to know Can I do this using Webhook

    2 votes

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16. Hubspot Integrations on Phone

    Enable the native integrations through Cell phones as well when using Hubspot

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17. Service Hub/Helpdesk: Calls to an RC number will create a ticket automatically

    Calls to an RC number will create a ticket automatically

    2 votes

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18. RingEX for HS | Enable Auto-log Calls only for calls made directly from the CTI

    Is it possible to configure the system so that only calls made through the CTI are logged, and exclude calls made via other platforms (e.g., RingCentral desktop app, mobile app, RingCentral for Google, etc.)? Essentially, they are looking for the opposite behavior of the 'Activity Sync' feature.

    They’ve already disabled Activity Sync. However, since they typically have HubSpot open the majority of the time (about 99%), calls placed from other endpoints are still being logged and new contacts are being created. Disabling the 'Auto Log Calls' setting is not an option for them since majority of the calls they place are still within Hubspot.

    Is there a way we can achieve this setup?

    Is it possible to configure the system so that only calls made through the CTI are logged, and exclude calls made via other platforms (e.g., RingCentral desktop app, mobile app, RingCentral for Google, etc.)? Essentially, they are looking for the opposite behavior of the 'Activity Sync' feature.

    They’ve already disabled Activity Sync. However, since they typically have HubSpot open the majority of the time (about 99%), calls placed from other endpoints are still being logged and new contacts are being created. Disabling the 'Auto Log Calls' setting is not an option for them since majority of the calls they place… more

    2 votes

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19. option to log the call along with the voicemails in HubSpot

    RingCentral integration with HubSpot. While calls and texts are syncing correctly, voicemails are not appearing or showing up in the system. All other aspects of the integration seem to be functioning properly, but the voicemail sync issue requires attention.

    2 votes

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20. RingCentral for Hubspot - integrate multiple Hubspot account as one

    need to connect my ring central to hubspot. But main ring central is running 2 company under one account. and the 2 company number need to connect t o 2 different hobstpot portal

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