78 results found

1. RingEX for HubSpot: Log AI SmartNotes and Call Transcripts
   18 votes

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2. Unknown Contact Creation

   Provide more settings to be able to turn off contact creation for unknown numbers

   17 votes

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3. HubSpot Video Meeting Scheduler

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

   11 votes

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4. 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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5. HubSpot: Automatic Ticket Creation

   Create tickets automatically for calls using the HubSpot Integration

   10 votes

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6. Call Park for RingEX HubSpot

   Allow users to park calls within the Integraiton

   7 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   • Ensure the preview window loads properly and does not freeze or display outdated information.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. 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.

   •  

   4 votes

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9. HubSpot Inbox Feature

   Utilize RingCentral for HubSpot with the HubSpot inbox feature

   6 votes

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10. 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

    2 votes

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11. 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

    2 votes

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12. RingCentral for HubSpot - Fax

    Ability to fax using the HubSpot integration

    4 votes

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13. 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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14. 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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15. 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

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16. Hubspot Click to SMS in contacts

    click to SMS from contacts phone numbers

    1 vote

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17. Voicemail recording and IVR selections

    Enable to log voicemail recording and IVR selections in Hubspot

    2 votes

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18. 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 and collaboration, reduced manual forwarding of voicemails, and consistent visibility of messages for all relevant users.

    Additional Notes:

    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… more

    3 votes

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19. 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

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20. 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
    1 vote

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