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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 ...
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 ...
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 ...
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 ...
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, ...