Enable SMS/MMS Channel in Your Preferred CRM with RingCentral via HelloSend

HelloSend integrates seamlessly with RingCentral to empower CRM users with advanced communication capabilities. This integration enables teams to send SMS and WhatsApp messages, directly from within their CRM platforms—eliminating the need to switch between multiple tools.

By connecting RingCentral to HelloSend, businesses gain a unified platform to manage customer conversations efficiently. It simplifies workflows, enhances response times, and ensures that all communication data is logged and accessible within the CRM for better tracking and team collaboration.

1Log In to Your RingCentral Account

2Connect and Activate Your RingCentral Number in HelloSend

• Open HelloSend and navigate to Settings.
• Go to Channels in the settings menu.
• Select SMS from the available options.
• Click on RingCentral to configure the settings.
• Click on Connect (You will be redirected to RingCentral).

• Log in with your RingCentral credentials and authorize HelloSend to access your SMS services.
• Once connected, your RingCentral numbers will be listed.
• Switch on the number you want to use for SMS/MMS.

3Test the Connection

• In the HelloSend page, navigate to the Inbox.
• Enter your phone number and send a test SMS.

• Check if the message is delivered successfully.

Conclusion

By integrating RingCentral with HelloSend, you bring your communication workflows directly into your CRM platform. This simplifies operations, improves efficiency, and enables teams to manage all messaging from a single interface.