156 results found

1. Call Park for RingEX HubSpot

   Allow users to park calls within the Integraiton

   8 votes

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2. HubSpot: Automatic Ticket Creation

   Create tickets automatically for calls using the HubSpot Integration

   10 votes

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3. 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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4. 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

   2 votes

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5. 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

   3 votes

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6. 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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7. 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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8. 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

   1 vote

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9. Hubspot sms character

   Remove character limit in Hubspot SMS
   Goal : Send a long message using the RC for Hubspot

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10. RC for Hubspot Native App using Safari browser

    Mac OS 15.7.4 Safari browser 26.3
    Unable to get HubSpot app to connect with Ringcentral. After logging in to both platforms and attempting to connect them, fail/error message in Hubspot app:
    "You're missing necessary parameters The following parameters are missing and are needed to continue with the integration process:
    -clientid
    -redirecturi
    Please contact the integrator

    1 vote

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11. Hubspot Integration SMS retention policy

    Extend retention of SMS just like RC app

    1 vote

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12. Call Queue Option for Integrations Console - Hubspot

    Enable admin to setup and select Call Queues for Call Log Inclusion/Exclusion List

    1 vote

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13. RingOut

    Use Ringout for deskphones and other devices

    6 votes

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14. HubSpot Inbox Feature

    Utilize RingCentral for HubSpot with the HubSpot inbox feature

    6 votes

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15. RC for Hubspot SMS features

    Question 1 - I see that we can set up templates and we can attach small files. Is it possible to same a template with a file attachment?

    Question 2 - When RingCentral logs an SMS activity in HubSpot, it does not attribute that activity to the person that sends the email. This means that our reports that track salesperson activities does not include the number of SMS messages they send as they are not attributed to them.

    1 vote

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16. Increased Detail in SMS Logging

    Just now starting to integrate SMS into our workflow/processes and into our HubSpot portal. I would like to see multiple things added into the body of the "Logged SMS" that the integration creates.

    Currently the log is just this: "[Inbound] SMS from {Contact A} (Contact A Phone) to {Contact B} (Contact B Phone)"

    I believe that the actual content/body of the text is vital to these logs. Without that context, a logged SMS is not helpful except to know that communication is happening. But from a full activity timeline and for transparency, I believe that the body of those messages should be available.

    This would allow other users to pick up conversations on the behalf of other users and quickly gather context about the customer experience for quality and assurance purposes. Especially with the lack of shared inboxes for a phone number, this is the only way for multiple users to communicate with customers.

    Just now starting to integrate SMS into our workflow/processes and into our HubSpot portal. I would like to see multiple things added into the body of the "Logged SMS" that the integration creates.

    Currently the log is just this: "[Inbound] SMS from {Contact A} (Contact A Phone) to {Contact B} (Contact B Phone)"

    I believe that the actual content/body of the text is vital to these logs. Without that context, a logged SMS is not helpful except to know that communication is happening. But from a full activity timeline and for transparency, I believe that the body of those messages… more

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17. RingCentral for HubSpot - Fax

    Ability to fax using the HubSpot integration

    4 votes

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18. Hubspot Automatic Transcription

    To have the transcription available under the Activity section, not just limited to the dial pad view.

    1 vote

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19. 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

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20. Hubspot SMS deals

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

    4 votes

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