RingCentral SMS - Zoho CRM Extension Install
Change ownership of a RingCentral SMS record to the sender of the SMS (bug fix / work around / feature request)
Please watch this video to create a workflow that changes the RingCentral SMS record owner to the text message sender. Here is the code: recordUpdateMp = Map(); if(input.recId != null) { record = ...
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 ...
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 ...
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 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, ...
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 ...
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 ...