Install documentations of our RingCentral Messaging - Ring Central SMS, Text with Zoho CRM

Install documentations of our RingCentral Messaging - Ring Central SMS, Text with Zoho CRM

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 custom module prior to deleting the old extension. Make sure you have a backup!

You will receive a link to the extension from us.  
  1. Click on the extension while you are logged into Zoho CRM in the same browser.  The extension requires an Enterprise license of Zoho CRM or Zoho One license.  If not sure what license you have, please click on your picture in the right top area of your Zoho CRM.  It will tell you under subscription.  
  2. Agree to terms of service and authorization. Click continue.

3.      Install for ALL USERS (or whatever your requirements maybe)

4. After it is installed navigate over to the custom module (top navigation in your CRM, might have to click the three-dot navigation)   and look for RingCentral Set Up.  

5. The drop-down list of users is your Zoho CRM user list.  Click AUTHORIZE (blue button).  This will open up a RingCentral login window.  Log in to the RingCentral account that owns the extension you want this Zoho CRM user to work with for SMS texting.  

Also view this video instructional how to properly set up users: 

6. Each user can do the same for their own.  Remember each user has a login to RingCentral, it is not enough to log them in via the admin password.

    • Related Articles

    • Workflow Automation Set up for RingCentral Messaging - Zoho CRM, Ring Central SMS, Texting Extension

      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 ...
    • How to Use RingCentral SMS - Zoho CRM Extension

      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, ...
    • Trouble shooting and known issues in RingCentral SMS - Zoho CRM

      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 ...
    • How to add texting button to a custom module

      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 ...
    • How to clean phone numbers with schedules

      Watch this video: ​ The below script was used in the video: loops = {1,2,3,4,5,6,7,8,9,10,11,12}; // create a custom view with criteria Phone contains ( OR Phone contains - // copy the custom view ID from the URL CUSTOM_VIEW_ID = IDGOESHERE; for ...