RingCentral Bulk SMS for Zoho CRM

About

Zoho CRM is one of the best Cloud-Based [CRM] Customer Relationship Management software, which makes the entire work of sales team easy. It is utilized and used in large numbers from small to medium sized business. This CRM helps engaging customers faster and keeps an update of all the information. 

With RingCentral , you can easily schedule and send personalized SMS to millions of your contacts and you can also generate reports of your conversations.It provides you with an option to choose more than 200 area codes & you can create your own " Custom Vanity Phone Number ".

And here we are with our integration  RingCentral SMS for Zoho CRM making your work much easier providing you a combination of both of these communication  platforms  just for your covenience.

 Pre - requisites for app installation


Features

Application Installation

Step 1: Go to the Zoho marketplace and install the extension by clicking " Install " option.

Step 2: In the next screen , make sure all the checkboxes are selected and click " Install " button.

Step 3: In the next screen , make sure that both the checkboxes are selected and click the " Continue to Install " button.

Step 4: In the next screen ,  Select the User/Profiles to whom you want to install the extension and click the " Confirm " button.

Step 5: You will be redirected to the " Installed extension " page in your Zoho CRM account. The status will be displayed as " Active " once the installation is complete.

Step 6: 

Step 7: In the next pop-up screen , log-in to your RingCentral account by,

Step 8:  In the next step, 

Step 8: In the next step , click on your RingCentral account.

Step 9: In the next step, click on the " Finish " button.

Application configuration

Step 1: Go to the section from where you need to send messages whether it may be Leads/Contacts/Deals . Select any one customer and click the " Send Bulk SMS - RingCentral " option by clicking the  marked drop down button.


Step 2: A pop-up screen will show up, sign-in  with your Zoho CRM email address. You can either sign-in with your e-mail & password or sign-in with your g-mail.

Step 3: In the next screen , click the " Authorize Now " option to continue.


Step4 : In the next screen , click on the " Accept " option after reading the guidelines.

Step 5: In the next screen, authorize your RingCentral account by clicking on the " Authorize Now " option. You will be redirected to RingCentral window.

Step 6: In the next screen , select your RingCentral account..


Step 7: In the next screen, Click on the " Authorize " option and authorize your RingCentral account.


Step 8: In the next step , click on your RingCentral account and authorize your RingCentral account.

Add New RingCentral Sender

Step 1: In the next screen click on the  " Choose sender " drop down box and select the " Add New Sender " option.


Step 2: In the next screen , A  pop-up will show up to set up your New Sender Channel.

Follow the below steps to set up your new Sender Channel :



Step 3: After entering your RingCentral credentials and creating a " New Sender Channel " , You can enter the message needed to be sent or use your Approved RingCentral Templates  in the message area and click on " Send SMS " option.

Application Working 

Send RingCentral Single SMS


Step 1: Open a particular Lead/Contact/Deal and click on " Send SMS - RingCentral " option.

Step 2: 

Step 3: Use your RingCentral Approved Templates or enter the text in the message area and click " Send SMS "  option.You  can also add emojis by clicking the marked Emojis Keyboard icon just for your convenience. 

Different type of views

Form View

Chat View

Conversations View

Look-Up for Zoho CRM

Look-Up is a mini CRM,  which would fetch the CRM details beside the respective Phone/Mobile number.

You can swap the fields and manage the fields to be appeared.

Inserting Templates

Follow the below steps to create new templates,

Step 1: Click on the " Add new template " option.

Step 2 : In the next pop-up screen , 

Send RingCentral Bulk SMS


Step 1: Select the Leads/Contacts/Deals and click on " Send Bulk SMS - RingCentral " option.

Step 2:

Step 3: Use your RingCentral Approved Templates or Enter the text in the message area and click " Send SMS "  option.You  can aslo add emojis by clicking the marked Emojis Keyboard icon just for your convenience. 

RingCentral SMS History inside your Zoho CRM

1. You can view the " Message history " of your Particular" Lead/Contact/Deal  by clicking on that particular Lead/Contact/Deal. Then select the " RingCentral SMS History " option under " Related List " section.

2. You can also  view the " Message history " of all your Leads/Contacts/Deals collectively by clicking the " Three dots icon " and select " RingCentral SMS History " option.

Notification Bell Icon

Step 1: Click on the notifications bell icon.

Step 2: You can view the Unseen/ Unread Incoming messages here.

You can also make all the messages as Seen using the " Mark all as read " option.

Report Generation 


Follow the below steps to generate your Message  Report,

Step 1: You can also download your Message Report by clicking onto the " Reports Tab " and select " Create Report " option.

Step 2: In the next screen , click on the " Continue " button.

Step 3: In the next screen , Click on the " Save " button.

Step 4: In the next pop-up screen , 

Step 5: In the next screen , 

Step 6: In the next screen , Select your desired file format and click the " Export " button.

Send Automated messages through Workflows


Step 1: Click on the " Settings icon " on the top right corner of your Zoho CRM account

Step 2: In the next screen , click the " Workflow Rules " option in the " AUTOMATION " section.

Step 3: In the next screen , click the " Create Rule " option.

Step 4: A pop-up screen appears , click on the " Module drop down box " and select your desired module.

Step 5: Enter your desired  Rule Name , Description & click the " Next " button

Step 6: In the next screen , Set up your desired trigger.

NOTE:

"Trigger decides when an action  must be executed"

For example : You can send an automated message "Hurray!! Welcome" to every new customer who contacts you.

Here, trigger refers to " Whenever a new customer contacts you " an automated message will be sent to them.

Step 7: In the next section , Select the condition to which leads you need to apply the rule & click the " Next " button.

Step 8: In the next section , click on " Webhook " option under Instant Actions section.

Step 9: Webhook pop-up screen will appear , 

Open another Zoho  CRM Tab in your browser & follow the below steps to find your Webhook URL,


(i) Select  a Lead/Contact/Deal. Then , click the marked arrow button at top & select " Send Bulk SMS - Ringcentral " option.

(ii) Enter the Message content that you want to send through Workflow and then click on the "Get Workflow Code" Option.

(iii) Copy your " Webhook URL " and paste it in the " URL to Notify " section.

(iv) Scroll down on your " Webhook URL " Pop-Up screen  & set up the Body Type as " Raw ".

(v) Then ,set the Body Format as " JSON ".

(vi) Copy and paste the Parameters in the Body section.

SMS Parameters

Note : Replace FILL_HERE with the below parameters


"from" - Enter the Twilio Sender ID or SMS phone number

"To" - Enter the phone number field of the client (Click "#" and select the placeholder to fetch the value from the Zoho CRM field.)

"Body" - Enter the message content

"module" - Enter the API name of the Zoho CRM module which you can get from the "Developer Space".

"Channel" - SMS

"recordId" - It can be, for example, Lead ID (Click "#" and select the placeholder to fetch the value from the Zoho CRM field.)


(viii) " from " Parameter

(xi) " to " Parameter

NOTE :

For example :

(example :  +1#) if the Phone/Mobile  field of your Leads/Contacts/Deals does not have country code.

(x) " text " Parameter 

(xi) " module " Parameter

(xii) " record Id " Parameter

(xiii) After entering the Webhook credentials , Click " Save and Associate " option.

Step 10: Then , click the " Save " option .You have succesfully created a Workflow now.

Step 11: You will be redirected to the " Workflow Rules " screen in your Zoho CRM.

By following the above steps , you can create your desired Workflow set-up to send automated messages.

Incoming messages inside Zoho CRM

Click on your " Profile icon " and enable your Incoming messages inside Zoho CRM by selecting the checkbox & disable it by unselecting it.

Sharing RingCentral credentials with other Zoho CRM users


Step 1: Click on your " Profile icon " and select the " Manage App Users " option.

Step 2: In the next screen , Click on " Add " option to add your specific Zoho CRM Users to access your RingCentral credentials for sending SMS.

Note : You can use your Admin's RingCetral account or you can create your own account.

Dedicated desktop notifications

Step 1: Click on the " Message Notifications " option in the Ulgebra App settings page.

Step 2: In the next screen, Enter your google mail ID in which you wish to receive desktop notifications and select the " Add User " option.

Step 3: In the next screen, Copy the link using the " Copy link " option and paste it in the respective google chrome browser.

Step 4: After pasting it click on the google search button. You will get a Pop-up screen. Please click on the " Allow " button.

Step 5: All of your Ulgebra apps will be listed below. Please click on the " Start Receiving notifications on this browser " option with the respective extension and make sure " Receive local notification " option is enabled at top.

Step 6: Click on " Reload " if prompted to apply the settings.

Step 7: You can manage your desktop notifications here.

Step 8: You will receive desktop notifications after following the above steps.