Ringcentral SMS for Zoho CRM

RingCentral SMS for Zoho CRM

Instantly send SMS messages using both Templated and customized SMS. Write workflows with webhooks to send automated SMS messages to clients. Get notified in Zoho CRM when you receive a text message to your RingCentral number, and maintain an SMS history for your sent and received messages. 

Key Points

  1. Add unlimited SMS templates with Zoho CRM module-specific variables.
  2. Automate the Templated or customized SMS using Webhooks & Workflows.
  3. Inbound and Outbound message support. Send individual and bulk SMS.
  4. Send messages to default Zoho CRM modules or any custom module.

Authorize

1. Install the plugin from Zoho CRM Marketplace listings
2. Select Profiles  which you need to install & Proceed
3. Authorize both Zoho CRM and RingCentral Services and Configure RingCentral Phone number



Configure Multiple Phone Numbers 



Add Templates 



Automated SMS 




Send SMS

1. Go to Leads / Contacts and select the specific Leads / Contacts to which the SMS to be sent
2. Phone numbers pre-filled popup will be open.
3. Select Templates if needed. or Enter your message and click Send SMS.


Send Bulk SMS

1. Go to Ringcentral Bulk SMS Web tab to Send Bulk SMS






All set go, Explore RingCentral- Zoho CRM Integration and contact us For any support help@oapps.xyz


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