Setup Ringcentral SMS through Salesforce Workflow/Process builder

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  • Idea
  • Updated 3 months ago

1. US

2. Mortgage Business

3. I would like to be able to setup a process builder/workflow that when I complete a field in Salesforce (eg. loan has been approved), it will send an automated Text message from our ringcentral number to the client saying "Congratulations you're loan has been approved."

4. See example above - we do this through out the loan process using SMS Magic, but I want to be able to consolidate services. I know many other loan officers that would love this

5. Allows you to schedule out text messages to occur in the future, that leverage a template. Gives our customer a consistent experience.

6. couldn't find any

7. 19 lines

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Posted 2 years ago

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Photo of Charles Bertram

Charles Bertram

  • 102 Points 100 badge 2x thumb
Would love to be able to do this.
Photo of Joe Biegler

Joe Biegler

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This would be a fantastic feature
Photo of Sara Larson

Sara Larson

  • 214 Points 100 badge 2x thumb
YES!! This is needed. I am actually asking support if they have implemented workflows or process builder yet and they have absolutely no idea about the integration whatsoever :-(
Photo of Kevin Hart

Kevin Hart

  • 538 Points 500 badge 2x thumb
This would sell us on ring central if this were an option.
Photo of Jeremy Thompson

Jeremy Thompson

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Photo of Derek Martin

Derek Martin

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This would be great. Unfortunately, RingCentral's integration with Salesforce is quite basic.