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Good afternoon!

 

We signed up for RC and got ported over earlier this year around March. We’re now looking at getting Business SMS started for our company and I was looking for some clarification either from experts or people who’ve gone through the process already. Our goal is to integrate RC SMS with our HubSpot account to be able to text our customers appointment reminders/notifications and communicate via text. 

I’m currently working through the SMS application and have chosen Account Notifications, Customer Care, and Marketing as use cases for our first app. This would allow us to use automated messages to provide updates, confirm appointments, etc. via SMS. However, this prevents us from using the numbers for Conversations (external) for when we’d like to message our customer. For example to explain that a representative is running behind and the appointment will be delayed. I tried to create a 2nd application for Conversational use cases but it’s requiring me to register a new brand. So my questions are:

  1. Will I have to wait for my first application to be approved before I can use our brand for another SMS registration/app?
  2. How does routing work for SMS either in RC or the RC Integration with HubSpot?

We’d like to route messages to the appropriate number or inbox based on which company the customer has sent a text to. Thanks in advance!

 

Thanks for your questions!
One thing to keep in mind is that one phone number can only exist in one SMS Registration, therefore the automated conversations would be coming from a different DL than the conversational messages. 

To answer your specific questions:  

  1. To be able to re-use your brand, the initial campaign must have been submitted. And the brand information must have been validated and approved before a second campaign can be registered with the same brand. 
  2. Within the RC Service Web, SMS is routed to the extension that the DL is assigned to. To be able to use HubSpot, the credentials for the relevant extension should be used in the HubSpot configuration. If the “main company number” is used routing is configured by setting the “SMS & Fax recipient” to the right value. 

Let us know if we can help any further. 


And this is the current integration with HubSpot.
 

 


Hi! Thank you both for the replies, that was very informative. I’ll have to get through this initial application for automated SMS then before applying again for the conversational use cases.

 

To gain some more clarity about SMS, our goal is to have automated texts come from the main company number. Based on my understanding, only one person (the one assigned as the recepient) would receive those texts?

Our ideal would be that responses to the automated texts route to all 3 of our customer-facing reps so they are all aware when a customer confirms an appointment (as an example). Please clarify me if I’ve misunderstood or if you could point me in the proper direction to understand how I might configure this that would be great! Thank you! 

 


Hi! Thank you both for the replies, that was very informative. I’ll have to get through this initial application for automated SMS then before applying again for the conversational use cases.

 

To gain some more clarity about SMS, our goal is to have automated texts come from the main company number. Based on my understanding, only one person (the one assigned as the recepient) would receive those texts?

Our ideal would be that responses to the automated texts route to all 3 of our customer-facing reps so they are all aware when a customer confirms an appointment (as an example). Please clarify me if I’ve misunderstood or if you could point me in the proper direction to understand how I might configure this that would be great! Thank you! 

 

Unfortunately, shared inbox is currently not supported. So a phone number can only be assigned to a single user extension who is responsible for sending and receiving text messages from/to that phone number. If shared inbox is currently critical for your business, you can consider using a third party Beetexting app.

For auto-response, you can check if the RingCentral Automator app can help.

Remember that both apps are stand-alone app and not the HubSpot integration!


Thanks for the clarification!  We’re trying to get users to be able to work inside of HubSpot primarily. The RC integration does a lot of great things so far but I wanted more clarity on the text function while we work through our SMS app. 

Sounds like to get a shared inbox for our RC number(s) will require some kind of 3rd party app/integration so I’ll have to look into options there. Thanks again for the informative responses, appreciate your time! 


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