After installing and signing in to RingCentral for Hubspot on your Chrome browser, you’ll see a popup window. From it, you can access several features in the Presence indicator and the top navigation bar.
You can set your presence using the Presence indicator in the top left corner of the app.
Available: A green dot appears when a user is available to communicate. Available appears by default after you sign in.
Busy: A red dot appears when a user is on a call. Appears automatically but can also be set manually.
Do not disturb: A red dot with a white line appears when a user has turned off notifications for all RingCentral apps. Can only be set manually.
Invisible: A gray dot appears when a user is offline or wants to appear as if they’re offline. Can only be set manually.
Offline: A gray dot appears when a user is offline, has signed out, or has been inactive for at least 15 minutes. Appears automatically.
Top navigation bar
The top navigation bar lets you navigate to the main sections of the app.
The Dialpad icon opens the dialpad, which you can use to place outbound calls. You can enter a phone number on the dialpad or use the click-to-dial feature.
Call back: Click to call the person who sent you the text.
Resume log: Click to retrieve your SMS log draft and continue your work on the Create call log page.
View log details: Click to open the logged SMS in HubSpot.
Click the Settings icon to adjust the following settings:
Region: Select your country and the country code you’ll use for local dialing. US and Canadian residents will need to specify area codes.
Audio: Select the audio input and output devices for browser dialing.
Status: Select Available, Busy, Do not Disturb, and Invisible. Any change you make to your status will be reflected in all other RingCentral applications.
Auto log calls: Slide the toggle to enable or disable creating call logs automatically.
Accept call queue calls: Slide the toggle to turn this feature on or off. If the current account has a call queue number, you’ll also see the option to Accept call queue.
Pop up the app for inbound calls: Click the toggle to enable or disable RingCentral for Hubspot’s popup app for incoming calls. This feature brings the app to the forefront of the screen when a call comes in.
Show matches for inbound calls: Turn this feature on to bring up any matched contacts in a new Hubspot page when a call comes in.
Switch account: Click to choose a different authenticated account. Click Save to confirm the switch.
Note: Hubspot admins can click HubSpot connect to add more authenticated Hubspot accounts.
Logout: Log out from RingCentral for Hubspot. Drafts of logs will be saved automatically.
Note: You’ll be signed out automatically if you don’t use the app for seven days.