Setup Ringcentral SMS through Salesforce Workflow/Process builder

  • 0
  • 11
  • Idea
  • Updated 4 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

Photo of AD

AD

  • 170 Points 100 badge 2x thumb

Posted 2 years ago

  • 0
  • 11
Photo of Charles Bertram

Charles Bertram

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

Joe Biegler

  • 158 Points 100 badge 2x thumb
This would be a fantastic feature
Photo of Sara Larson

Sara Larson

  • 234 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

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

Jeremy Thompson

  • 314 Points 250 badge 2x thumb
+1
Photo of Derek Martin

Derek Martin

  • 94 Points 75 badge 2x thumb
This would be great. Unfortunately, RingCentral's integration with Salesforce is quite basic.
Photo of John Semko

John Semko

  • 60 Points
Do we know if this is something Ringcentral will be providing for there Salesforce users? We also have Ringcentral and need to do something like this with Salesforce. 
Does anyone know of a different service provider that has options like this? 
Photo of Jesse Smedley

Jesse Smedley

  • 134 Points 100 badge 2x thumb
Has anyone heard anything on this? 
Photo of Saadet - Community Moderator

Saadet - Community Moderator, Official Rep

  • 57,294 Points 50k badge 2x thumb
Hi Jesse, there is no ETA regarding if/when this may be added as a feature
Photo of Kevin Hart

Kevin Hart

  • 694 Points 500 badge 2x thumb
2 years an not even added to a roadmap? That's pretty disappointing. 
Photo of Charles Bertram

Charles Bertram

  • 112 Points 100 badge 2x thumb
Agree this is really disappointing. The options I have come across online involve systems like Zapier or Workato that allow you to connect systems together without using code. I haven't tried to do this yet, but if anyone has success pls post here.