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SMS Communication with OrbisX & RingCentral

Texting & calling, built right into your workflow with RingCentral

Connect your RingCentral account to OrbisX and manage customer conversations where they belong—inside your customer profiles. Send and receive SMS messages, track calls, trigger reminders, and keep every communication tied to jobs, estimates, invoices, and appointments in OrbisX.

With RingCentral integrated into OrbisX, your team can communicate faster while keeping customer history organized in one place.

Setup is quick and easy so you can start connecting with customers right away!

How it works

  1. Connect your RingCentral account in OrbisX.
  2. Select the phone number(s) you want to use.
  3. OrbisX securely connects with RingCentral so messages and call activity can flow into your CRM.
  4. View conversations, reply to texts, log calls, and keep customer communication connected—without leaving OrbisX.

Quick setup (2–3 minutes)

  1. In OrbisX, go to Admin → Settings → Integrations → RingCentral.
  2. Enter your RingCentral connection details.
  3. Select your desired phone line(s) and save your settings.
  4. You’re live—new messages and communication activity will begin syncing with OrbisX.

Popular use cases

Appointment confirmations & reminders

“Your vehicle is ready” pickup notifications

Estimate follow-ups and customer re-engagement campaigns

On-the-way updates for mobile service teams

Missed call follow-ups and lead response

Keeping sales and service conversations attached to the right customer profile

Frequently Asked Questions About RingCentral & OrbisX

Can I send bulk SMS?

Yes – use OrbisX Marketing to launch targeted SMS campaigns with templates, customer lists, and tracking.

Can I manage calls from OrbisX?

RingCentral integration helps keep communication connected to your customer records, making it easier to track conversations and maintain a complete customer history.

Are media attachments supported?

Text messaging support depends on RingCentral API capabilities. Additional messaging features may be added as expanded API support becomes available.

Do I need a RingCentral account?

Yes. You’ll need an active RingCentral account and phone number(s). OrbisX connects with your existing RingCentral setup—there are no additional per-message fees from OrbisX.