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How-To Guides & Support

The Big Picture

 A complete walkthrough of the ABR RingCentral SMS Extension, including setup, reconnecting numbers, adding multiple numbers, sending/receiving SMS and MMS, mass texting, templates, automations, and workflow actions.

What This Video Covers

Introducing our newest ABR RingCentral SMS Extension for Zoho CRM, created in collaboration with Zoho Support, RingCentral Support, and Amazing Business Results developers. This extension goes far beyond simple texting — offering an intuitive chat interface, mass messaging, templates, automated drips, and seamless integration across Leads, Contacts, and Deals.

 

The video demonstrates how to configure the extension, reconnect RingCentral numbers, add multiple company numbers, send images, manage templates, build automations, and use the new workflow action for SMS — all without any coding. It also covers the weekly support webinars and the free extension offer for RingCentral customers.

Real-World Challenges — Solved by Our Extension

Issue 1 — CRM tools only support basic texting:

Most systems only allow simple send/receive SMS with no real interface, limiting how teams communicate.

How This Extension Solves It:
 A dedicated chat screen across Leads, Contacts, and Deals with templates, MMS (image) support, intuitive conversation flow, and mass texting.

Issue 2 — Incoming messages don’t attach to the correct record:

Without proper mapping, incoming SMS end up unassigned or lost, making tracking difficult.

How This Extension Solves It:
 A built-in webhook automatically receives texts and associates each message with the correct Lead, Contact, or open Deal. If no record exists, a new Lead is created.

Issue 3 — Users miss replies or see messages too late:

Manual refreshing or lack of notifications leads to delays and missed opportunities.

How This Extension Solves It:
 The SMS screen refreshes every 30 seconds, shows incoming SMS indicators, and sends smart Cliq notifications to the last person who sent a message or to the record owner.

Issue 4 — Multi-day follow-up requires too much manual work:

Teams struggle to maintain consistent follow-up without automation.

How This Extension Solves It:
 Users can build drip campaigns based on CRM workflows. The sequence stops automatically if the person replies a predetermined keyword — no development required.

Issue 5 — Managing multiple company phone numbers is confusing:

Multiple RingCentral numbers can be difficult to authenticate and maintain.

How This Extension Solves It:
 Add multiple numbers inside the dedicated RingCentral Phone Numbers module, connect each one separately, and make them selectable in the chat interface.

Issue 6 — Workflow SMS triggers are too technical for most users:

SMS automation typically requires coding or API knowledge.

How This Extension Solves It:
 A ready-made workflow action (“RingCentral SMS”) enables users to trigger messages using templates or custom text — without APIs or coding.

 

Start Your Free Trial

Test the extension in your own setup and evaluate its impact on your day-to-day operations.

Extension Free Trial

Key Features:

Integrated Messaging Solutions:

Send and receive text messages directly inside Leads, Contacts, and Deals.

Use templates, customize SMS content, and automate drip campaigns.

Utilize a dedicated chat interface for real-time messaging.

Smart Notification & Management:

One centralized SMS number for all communication.

Smart Cliq notifications to the right user at the right time.

Automatic screen refresh every 30 seconds.

Capture the details of the logged-in user who sends messages.

Users can unsubscribe using “STOP”.

Enhanced Multimedia Communication

Send and receive images (JPEG, PNG with a size limit).

Full visibility of SMS history across CRM modules.

Webhook generated upon installation automatically associates incoming SMS with the correct record.

Efficient Mass Text Messaging:

Send mass SMS to Leads, Contacts, or Deals using templates.

Schedule mass SMS from list views.

RingCentral limit: 30 records at a time per batch.

Advanced Automation:

Drip campaigns based on CRM workflows.

SMS webhook for developers.

Ability to send SMS via create-record functionality.

Automatic country code updates.

Dedicated workflow action to send SMS easily.

Pricing:

$350/year

$35/month

FAQs

  • Can I add multiple RingCentral numbers?

     Yes. Add them inside the RingCentral Phone Numbers module and authenticate each one individually.

  • How do I reconnect a RingCentral phone number?

    Go to Marketplace and click on settings on our extension --> Click on connect with Ringcentral --> Login then authorize

     Alternatively, if you have multiple other numbers, you can do the same steps but within the Ringcentral Phone Numbers module.

  • Can I send images using this extension?

    Yes. JPEG and PNG files are supported but subject to file size limits.

  • Will messages attach to the correct CRM record?

     Yes. Incoming messages are automatically matched to the right Lead, Contact, or open Deal.

  • What if someone texts my number and they’re not in CRM?

    A new Lead is automatically created (if you have the toggle enabled in settings).

  • Do I need 10DLC registration?

     If you're in the U.S. sending to U.S. numbers, 10DLC TCR registration is required to fully utilize RingCentral SMS.