When you receive a new SMS on your RingCentral account, it will get added as a note to the Contact in RecruitCRM who has the same phone number.
🔗 How to connect your Recruit CRM app in Workflow Automation
1. Navigate to Admin Settings >>> Workflow Automation & Integrations.
2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.
3. Use the search bar to search for the Recruit CRM app and connect it by selecting it and entering the API key.
Once the app is successfully connected, you will be able to see a message as 'Connection Established'.
🔗 How to connect your RingCentral account in Workflow Automation
1. Navigate to Admin Settings >>> Workflow Automation & Integrations.
2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.
3. Use the search bar to search for the RingCentral app and connect it by selecting it and then entering your details, or signing in.
Once the app is successfully connected, you will be able to see a message as 'Connection Established'.
📋 Overview of each step in the Recipe for adding new messages as Contact notes
1. Trigger: New SMS in RingCentral:
This is the starting point of the automation. It gets triggered whenever a new SMS message is received in RingCentral.
2. Actions:
Monitor step:
It helps in monitoring the following actions for errors. This makes the automation more reliable.
Search Contacts:
This will search the Recruit CRM database for a contact by their Phone number.
IF Condition:
Checks whether a contact record is found with the same phone number and :
If yes, it continues to the next step, which is adding a note for the Contact record in Recruit CRM.
If no, then no further action is taken.
Error Handler:
If something fails within the Monitor block, then this step is triggered. The Retry Logic ensures that if the errors match those specified (429, 500–504), it retries the monitored actions up to 3 times. If the error continues after 3 retries, or if the error doesn’t match the handled types, the automation stops.
That's it! I hope this helps.
Feel free to reach out if you have any questions, or run into any errors! Happy recruiting :)
Feel free to reach out if you have any questions, or run into any errors! Happy recruiting :)