Idea

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ad9791 suggested austin-mcknight15163 commented

Setup Ringcentral SMS through Salesforce Workflow/Process builder

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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austin-mcknight15163 commented
+1 for this request
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