RingCentral Labs SMS and Meetings for HubSpot
Create RingCentral Video meeting links, send SMS in a workflow, or use templates to send instant personalized messages to contacts.
HELPFUL LINKS
RingCentral Community for Hubspot
Key Benefits:
Calls can be made using RingCentral from directly in HubSpot. After each call, the call will be automatically synced to the HubSpot call log for tracking.
We also have RingCentral for Browser extension which provide some additional features you can use: https://www.ringcentral.com/apps/hubspot
How RingCentral integrates with HubSpot
- Call with RingCentral:Outbound calls can be made using RingCentral from directly in HubSpot. After each outbound call, the call will be automatically synced to the HubSpot call log for tracking. Note: Inbound calls are not supported at this time.
- Use RingCentral Video as conference integration:After enabled in the install page, users can generate RingCentral Video links for HubSpot meetings.
- Send SMS in workflow: After enabled in the install page, users can use RingCentral in HubSpot workflow to send SMS.
- Send/Recieve SMS from HubSpot:You can also send, receive, and view SMS messages using the RingCentral integration for HubSpot. Be sure to change the toggle to log SMS messages in the contact's activity log and check the activity filter boxes for RingCentral to see these logs.
- Access the RingCentral Company Directory:Use the integration to directly call your colleagues in your RingCentral Company Directory.
- Listen to Call Recordings from HubSpot:The integration allows you to view and listen to call recordings with your contacts from directly within HubSpot.
- Powered by RingCentral Labs:This integration is developed as a RingCentral Labs project (see below).
Original release date: 2020-03-05
Important:
- Not available to free HubSpot users. You must assign a paid HubSpot Sales or Service seat to make calls. Please see here: https://knowledge.hubspot.com/calling/integrate-a-third-party-calling-provider-with-hubspot
- This is an integration built by as a RingCentral Labs project by developers (see below).
- For Safari 13+ user, must disable Prevent cross-site tracking in Preference -> Privacy.
Installation
Just click connect button and authorize with your HubSpot account
RingCentral Labs
RingCentral Labs is a program that lets RingCentral engineers, platform product managers and other employees share RingCentral apps they've created with the customer community. RingCentral Labs apps are free to use, but are not official products, and should be considered community projects - these apps are not officially tested or documented.
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App Scope and Permissions
When authorized, this app will be granted the following permissions:
| Permission | Description |
|---|---|
| Read Messages | View message store data, including SMS, fax, voicemail, etc. |
| Call Control | Control and manage phone calls in real-time |
| Read Presence | View user presence status |
| Meetings | Create, view, update and delete meetings |
| VoIP Calling | Register VoIP-enabled devices, and make and receive VoIP calls |
| Read Call Recording | Download call recording content and media |
| A2P SMS | View and send high-volume A2P SMS messages |
| Glip | Deprecated: TeamMessaging permission should be used instead |
| Interoperability | Facilitate inter-app authorization and perform other interoperability functions |
| Read Contacts | View personal address book contacts |
| Read Accounts | View user account information, e.g. name, business name, and contact info |
| Telephony Sessions | Control advanced telephony session features |
| Ring Out | Perform two-legged ring out phone calls |
| SMS | Send and receive SMS/MMS messages |
| Team Messaging | Post messages, as well as view, edit and delete Team Messaging related data |
| Internal Messages | Send, and edit intra-company text messages |
| Read Call Log | View user call log records |
| Edit Messages | View and update message store data, including SMS, fax, voicemail, etc. |
| Edit Presence | View and modify user presence status |