Share RC Login and Access Accounts
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RingCentral Template Set Up
Go to modules: RingCentral SMS Templates Create a new record. Name: Should be something you remember when it is time to select the template in the text message Click the RC Clever Add and you can start using merge fields from the drop down.
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 = ...
Known Issues - RingCentral New Extension
1. If the incoming message in the widget does not appear, it is due to the MOBILE field not being set up in the settings. Watch it here: https://www.loom.com/share/5b3301cf5ab44331ba15e7b4f5c14aed 2. In RC Account Manager module: super admin must be ...
Custom Action in Zoho CRM and RingCentral SMS Integration
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 ...