New RingCentral MultiUser Zoho CRM Extension BETA
Multi Datacenter Support - Zoho.com, ZohoCloud.ca, Zoho.eu, Zoho.jp, Zoho.in, Zoho.com.au, Zoho.com.cn
We now support multiple datacenters for Zoho users. See below how to configure your Zoho datacenter.
How to create a bot on RingCentral SMS Extension
New RingCentral Published Alert: Important changes to SMS Policies
Dear valued RingCentral customer, We care about your experience and want to keep you informed about important changes in the SMS landscape. Mobile carriers and aggregators are continuing to take steps to reduce unwanted SMS messages on their ...
New Feature - RIngCentral Zoho CRM Texting Extension - Auto Assign Owner as Recipient of the Text Message
New Feature - Send text messages from multiple numbers from RingCentral in Zoho CRM
New Feature - Add lead record automatically when a text arrives from an unkown number
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
How to ReAuthorize Your RingCentral User
How to run an automated OPT OUT workflow with RingCentral SMS and Zoho CRM texting extension
New registration requirements for SMS
Dear valued RingCentral customer, In 2021, mobile carriers imposed new restrictions on business SMS traffic sent from text-enabled phone numbers, known as “10DLC,” in line with industry requirements set out in the CTIA Messaging Principles and Best ...
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
Share RC Login and Access Accounts
UPDATED: How to add your account to the RC account manager module: https://www.loom.com/share/16f51fcac53b406b86af65115802cd16?sid=84075e53-0fd2-4c91-a439-2795024e79ce
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 ...
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.
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 ...
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 = ...