RingCentral SMS Integration for Leadsquared

Enter your Leadsquared domain.
In order to access the Leadsquared credentials, click on your Leadsquared profile.
Select Settings.
Select API and Webhooks.
Select API Access Keys.
Here you can obtain the Leadsquared Access Key and Secret Key.

Access the Leadsquared credentials from the Leadsquared settings page

Enter the Leadsquared credentials.
Click on 'Authorize Now' to authorize Leadsquared account.

Click on 'Authorize' to proceed to RingCentral authorization.

Authorize the RingCentral account.

RingCentral SMS has now been integrated with Leadsquared CRM.

Integration Features

Message Leads

Go to any of your Leadsquared Leads.
Click on the Ulgebra icon.
Select RingCentral.

Access RingCentral within Leadsquared Lead

Click on the Choose Sender drop-down.
Select the RingCentral SMS sender.

Select RingCentral Sender to send SMS to the Lead

Click on 'Add Recipients' to include additional contacts.
Select the country code and enter the contact number.
Click on 'Add'.

Include additional contacts to send the message to

Enter the default country code.
Select the condition for the application of the default country code.
The conditions available 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 Leadsquared contain a country code.

add for all phone numbers

In case the contact numbers in Leadsquared 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 settings

Enter the message.
Enter '#' to insert a placeholder within the message.
Select the required Lead field from the drop-down.

You can also insert a message template.
Enter '/' and select the message template to be inserted.

Include emojis and placeholders if required.
Send the RingCentral SMS to Leadsquared Lead.

Send RingCentral SMS to Leadsquared contact

Bulk Message

Select the required contacts on the Leads page of Leadsquared.
Click on the Ulgebra icon.
Select RingCentral.

Select Leadsquared Leads and access RingCentral application

Select the RingCentral SMS sender to send the bulk message.
Include multiple contact numbers using the 'Add Recipients' option.

Select SMS sender and include additional contacts if required

Enter the message or insert a message template.
Send the RingCentral bulk SMS to Leadsquared contacts.

Send RingCentral bulk SMS to Laedsquared contacts

Extension Settings

Click on the Ulgebra icon within the application to access the extension settings page.

Access the settings page of RingCentral SMS for Leadsquared

You can now view the general features, admin settings and advanced settings of the extension.

RingCentral Tab

Select 'Open in New Tab'.
You can now access RingCentral for Leadsquared in a separate tab at all times.

Access RingCentral for Leadsquared in a separate tab

RingCentral User Management

The Leadsquared admin can allow users to use a shared RingCentral account.
Select 'Manage App Users'.

Manage RingCentral users as the Leadsquared admin

You can now view the list of Leadsquared users available.
Add users to allow them to use your RingCentral account.
Remove users to disable them from this feature.
You can also Add all and Remove all users.

Add and Remove Leadsquared users based on your requirements

Incoming Settings

Select 'Incoming events sync'.

Access incoming RingCentral SMS settings

Enable 'Capture incoming messages' to receive incoming messages from RingCentral.
New Leads would be created for incoming messages from non-existing contacts.
In order to prevent new Leads from being created, enable 'Ignore messages from NEW customers'.