The following is a simple code to add as a custom function for a workflow to trigger an SMS messaging using the RingCentral SMS Extension for Zoho CRM: (the below script is hard coding the phone and email for the sender you can also tweak the code to ...
Important: If you used our older RingCentral SMS extension before, the workflow functions and custom modules for text messages do not transfer. Workflow functions need to be recreated. Old text messages need to be exported and re-imported into the ...
Zoho CRM Enterprise or Zoho ONE License required. The phone number must be owned by the user and must have SMS enabled. Toll-free numbers and fax numbers do not qualify. Line breaks are not possible in the text message body. (Working on a fix in ...
1. Navigate over to LEADS or the CONTACTS module. 2. In the LIST view you can select a LEAD/CONTACT and see a button top labeled RIngCentral SMS - press it 3. See a WIDGET window open up and display the conversation window. In the number dropdown, ...
1. Go to SETTINGS and WIDGETS in Zoho CRM 2. Press the button to the right: CREATE NEW WIDGET 3. Add a name you would like, I used RC SMS Widget RC SMS Widget Widget Type: Button Hosting: External Base ...