2 results found

1. Ability to search for contact name in Outbounds SMS (CRMs)

   Specific Request: Enable CRM Contact Search for Outbound SMS in RingCX for HubSpot Embedded Agent

   Summary:
   Allow RingCX agents to search and select contacts directly from the connected CRM (HubSpot) when sending outbound SMS messages via the Embedded Agent interface.

   Description:
   Currently, RingCX agents must manually copy and paste contact numbers from the CRM (HubSpot) into the SMS field on the agent user interface. This process is time-consuming and increases the risk of human error.

   By enabling CRM contact search functionality within the outbound SMS interface, agents will be able to:

   1. Search for and select contacts by name, email, or phone number.

   2. Automatically populate the phone number field based on the selected CRM contact.

   3. Streamline the workflow and improve agent productivity.

   4. Reduce manual data entry and potential mistakes.

   Proposed Functionality:

   1. Add a "Search Contact" field in the outbound SMS window.

   2. Integrate real-time search and filtering from the HubSpot CRM contact list.

   3. Auto-fill the phone number upon selecting a contact.

   4. Optionally display key contact details (e.g., name, phone number, company) to confirm identity.

   Benefits:

   1. Improved efficiency and accuracy for outbound SMS communications.

   2. Enhanced user experience for agents.

   3. Better alignment between RingCX and HubSpot CRM data.

   Use Case Example:
   An agent needs to send a quick follow-up SMS to a lead. Instead of switching tabs, finding the number in HubSpot, and copying it, they can simply search the contact within the SMS interface, select it, and send the message—seamlessly.

   Specific Request: Enable CRM Contact Search for Outbound SMS in RingCX for HubSpot Embedded Agent

   Summary:
   Allow RingCX agents to search and select contacts directly from the connected CRM (HubSpot) when sending outbound SMS messages via the Embedded Agent interface.

   Description:
   Currently, RingCX agents must manually copy and paste contact numbers from the CRM (HubSpot) into the SMS field on the agent user interface. This process is time-consuming and increases the risk of human error.

   By enabling CRM contact search functionality within the outbound SMS interface, agents will be able to:

   1. Search for and select contacts by name, email, or… more

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   7 votes

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   Implemented  ·  0 comments  ·  Integrations & APIs  ·  Delete…  ·  Admin →
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2. RingCX HubSpot Extension Ability to send SMS

   While using the RingCX HubSpot extenstion you should be able to send SMS by hovering over the contact records phone number just like you can with the EX extension. You should also be able to send SMS through the workflows with the CX extension. It is inefficient to have agents go back and forth between EX and CX so they they can do SMS.

   6 votes

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   0 comments  ·  Integrations & APIs  ·  Delete…  ·  Admin →
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   Implemented  ·  AdminPaula (Group Product Manager, RingCentral) responded

   We're excited to announce that we've listened to your feedback have rolled out a new update for the RingCX for HubSpot extension!

   The Click to SMS feature is now available.

   https://support.ringcentral.com/article-v2/Navigating-RingCX-for-HubSpot-as-a-user.html?brand=RingCentral&product=RingCX&language=en_US