RingCentral SMS Integration for Freshsales Suite

Step 1:

Install AppCursor Chrome Extension

Step 2:

Authorize Freshsales & RingCentral

Step 3:

Post application authentication as mentioned above, you can view the RingCentral icon at all places in Freshsales.

Final Step:

View the documentation below for all the features of the extension.

Features

Contact Freshsales customers via RingCentral SMS
Send bulk SMS to desired contacts
Receive RingCentral messages into Freshsales Suite
Maintain a record of outgoing and incoming RingCentral SMS within each Freshsales contact
Access the statistics of the application usage
Create message template for frequently used messages
Send pre-defined message
Access RingCentral at any moment using a separate tab.

Pre-requisites

Must be a user of Freshsales Suite.
Must have RingCentral account.
Must have installed the AppCursor Chrome extension on the browser

Installation

Install the AppCursor Chrome extension on your browser.
Visit the Ulgebra Apps Marketplace.
Click on FreshWorks CRM Integrations.
Under RingCentral, click on 'Install RingCentral for FreshWorks CRM'.

Install RingCentral for Freshsales from the Ulgebra Apps Marketplace

Enter your Freshsales account domain and API Key.
Authorize Freshsales account.

Enter Freshsales credentials and authorize Freshsales account

Click on 'Authorize' to proceed to RingCentral authorization.

Click on 'Authorize' to complete RingCentral authorization.

RingCentral SMS has now been setup in Freshsales Suite.

Applications

RingCentral Messages

Go to any Freshsales contact.
Click on the RingCentral from the contact panel on top.

Access RingCentral SMS within any Freshsales contact

Select the RingCentral sender from the Choose Sender drop-down.

Select RingCentral SMS sender to send the message from

Include additional contacts using the 'Add Recipients' option.
Select the country code and enter the contact number.
Click on Add.

Select any Freshsales filter to add all contacts pertaining to the filter.

Select a Freshsales filter to add the contacts within the filter

Search for any contact within the Freshsales module.
Add the particular contact.

Search for any specific Freshsales contact to be added

Enter a default country code.
Select the settings for the default country code.
The settings available for default country code are as follows:

do not add country code

The default country code can be ignored using this option and can be used if all the contacts in your CRM contain a country code.

add for all phone numbers

In case the contact numbers in your CRM do not contain a country code, you can use this option to add the country code to all the phone numbers.

add if phone number starts with 0

In case some of saved contact numbers begin with 0, you can use this option to add the default country code to such numbers alone

add if phone number not starts with country code

Using the option the default country code would be added to contact numbers that do not contain a country code alone. In case the number contains a country code, the default country code will be ignored.

Enter the default country code and select the settings for the usage

Enter the message to be sent or select a message template.
Insert placeholders and emojis if required.
Send your RingCentral SMS to the Freshsales contact.

Send RingCentral SMS to Freshsales contact

Bulk RingCentral SMS

Select the required contacts from the list view of the Freshsales module.
Click on the Ulgebra icon.
Select RingCentral.

Select the Freshsales contacts to send bulk message

Select the RingCentral sender.
Click on 'Add Recipients' to include additional contacts.
You can add contact numbers, select a Freshsales filter or search for a specific contact.

Include additional recipients to send RingCentral bulk message

Enter the message or insert a template.
Include placeholders and emojis.
Send your RingCentral bulk SMS.

Extension Settings

Click on your Ulgebra profile within the application.

Access the settings page of RingCentral SMS integration for Freshsales

Access the settings page of RingCentral SMS for Freshsales.

Incoming Messages

Select 'Incoming events sync'.

Enable 'Capture incoming messages' to receive RingCentral SMS into Freshsales.
Messages from nonexisting numbers will create a new Contact in Frehsales.
In order to prevent the creation of new contacts enable 'Ignore messages from NEW customers'.

RingCentral SMS Tab

Select 'Open in New Tab'.
You can now access the extension in a separate tab at any time.

Access RingCentral SMS for Freshsales CRM in a separate tab at all times

Application Analytics

Select 'App Usage Analytics'.
You can now view the complete statistics of the usage of RingCentral SMS Integration for Freshsales.

Access the analytics of the usage of RingCentral for Freshsales

Reset Application

Select 'Reset App Configurations'.

Reset the application RingCentral SMS for Freshsales

Enter 'confirm' and click on 'Reset'.
All the application history would now be deleted.

Automated RingCentral SMS

Click on the Settings icon.
Select 'Manage Workflows'.

Select 'Create workflow'.

Enter the name of the workflow to be created.
Setup the workflow trigger.

Setup the conditions for the execution of the workflow.
Select the workflow action as 'Trigger webhook'.

Setup the conditions and select the workflow action

In order to setup the webhook, go to any Freshsales contact.
Access RingCentral SMS.
Select the RingCentral SMS sender.
Enter the message to be sent through the workflow.
Click on 'Get Workflow code'.

Get the workflow code for the message to be sent

You can now access all the details to set up the workflow.

Select request method as POST.
Copy the Webhook URL and paste it under callback URL.
Select encoding format as JSON.
Select Compose request body as Advanced.
Copy the workflow code and paste it under content.

$Setup the webhook and enter workflow code\$

Erase the phone number adjacent to 'to' and insert the contact phone field within the double quotes.
Click on 'Insert placeholder'.
Select the required field.
Erase the value for recordId and insert the placeholder for contact Id.