How to add RingCentral texting to a Zoho CRM custom module
- Click inside a record in your custom module
- Top right ... (3 dots) navigation, click it.
- The last option on that list is Create Button. Click it
- What would you like to name the button? RingCentral SMS
- Where would you like to place the button? View Page
- What action would you like the button to perform? Open a Widget
7. Create New Widget
8. Name: RingCentral SMS Widget
9. Widget Type: Button
10. Hosting: External
11. Enter this link:
If your extension is from the marketplace use this: Public (V88.0): https://229bdc3e-1c14-48f3-bfa4-dd227f9ecf56.zappsusercontent.com/appfiles/v2/229bdc3e-1c14-48f3-bfa4-dd227f9ecf56/53.0/853abac87c41eb2b23538c7bf3cc46afb1204c7acc850b02fcaf060af4891287/app/index.html
If the extension was sent to you a long time ago, use this: Private (V74.0): https://9d1f1cb4-23af-4093-a7b9-43b67714701e.zappsusercontent.com/appfiles/v2/9d1f1cb4-23af-4093-a7b9-43b67714701e/58.0/ddca91d3f2eeb39b2534a019495164764b74a8859565a90bd75c4a98998fb67d/app/index.html
Video instructions:
Related Articles
Custom Action in Zoho CRM and RingCentral SMS Integration
How to run an automated OPT OUT workflow with RingCentral SMS and Zoho CRM texting extension
Workflow configuration
UPDATED 12-6-2022 How to check API Names for the user module: 1. Create a new workflow 2. Instant action should be a new function -> WRITE YOUR OWN 3. Argument mapping should be as follows 4. The function should be as below: Lead = ...How to install the new 2022 Multi User RingCentral SMS Extension for Zoho CRM
Click the extension link we sent you Install for all users Once the extension is finished installing, navigate over to your modules. Search for RC Account Manager Click Add New Account Connect RingCentral Account Click edit, select your correct phone ...ChatGPT - RingCentral Zoho CRM
Where to get ChatGPT Api Key? Visit this page and login with your ChatGPT account: https://platform.openai.com/api-keys