-Send messages

Send RingCentral messages to people, deals and organizations:

1. Select any contact and click on "Send RingCentral Message" from the dropdown menu on the right
2. Select your RingCentral sender
3. Enter the message and click on "Send SMS"
4. Insert user fields, person/organization/deal fields, templates and emojis

-Send bulk messages

1. Select contacts from the people, organizations or deals page
2. From the dropdown menu on the right-hand side, select "Send RingCentral Message"
3. Select the RingCentral sender
4. Add contacts to the bulk message
5. Click on "Add Recipients" by entering the contact number or selecting a Pipedrive filter
6. Enter and send your message

-Message history

View the details of sent message under the Notes section within person, deal or organization.

• Manage app users

Pipedrive admins can enable multiple users to access their RingCentral credentials. Click on your profile within the extension interface and select "Manage app users." Here, the admin can view the list of users and add or remove the users for using the RingCentral account.

• Incoming messages

Click on your profile. Then, on "Incoming messages," where you can select the module to add the messages to.

Integrate RingCentral with your CRM by following these steps:

• Visit the Pipedrive Marketplace and look for Ultra RingCentral SMS for Pipedrive
• Click on "Install now"
• Authorize your Pipedrive account
• Select any Pipedrive contact
• Click on "Send RingCentral Message" from the dropdown menu
• Enter the RingCentral credentials and authorize the RingCentral account

The setup is now complete.