8 min readUse the Non-Multisite flow when the multi-site toggle is not enabled under the Organization tab. This model is best for organizations that connect a single Zoho account to a single Beetexting account, where all synced contacts remain within that one account configuration. A non-multisite connection supports exactly one Zoho account per Beetexting account, and contacts are not…
Category: How To
Hubspot CRM Integration (Multi-Site Enabled – Shared CRM)
10 min readUse the Organization-Level flow when one HubSpot account should be centrally connected and shared across multiple Beetexting sites. This model is best for enterprises or compliance-driven organizations that require a single authentication point and centrally controlled CRM-to-site routing. How Organization-Level routing works In this flow, contacts are associated with Beetexting sites based on CRM record…
How to Set Up Your Website Chat to Text Widget
2 min readWebsite visitors want fast answers. Most of them won’t wait around in a browser tab for a reply. The chat to text widget gives them a better option: start a conversation on your site, finish it by text. Step 1: Create a New Widget From the Beetexting main interface, go to Tools > Chat Widgets….
Sequence Tags
2 min readSequence Tags are an enhancement to the automation system that gives users visibility and control over delayed, automation-triggered messages. When a Sequence tag is applied to a contact, that is referenced in an automation condition, the system may schedule one or more delayed message actions. Sequences display these pending actions directly in the conversation UI…
How to Use Multi-site for Beetexting
15 min readMultisite Functionality Manual Overview Enabling Multisite Functionality Sites Tab Functionality Creating a New Site Manage Existing Custom Site View Main Site Accessing and Managing Numbers for Multi-Site Management Assigning Numbers to a Site Viewing Numbers by Site Transferring a Number to Another Site Accessing the Users Tab for Multi-Site Management Steps to Invite a New…
How to Assign Licenses and Manage Users in Beetexting as a RingCentral User
2 min readOverview Learn how to assign the licenses you purchased from RingCentral and manage the users to whom you’ve assigned a license. Assign a License Beetexting licenses you purchased through RingCentral will automatically be added to your account within a few business days following your purchase. Here are the steps to assign those licenses once…
Get your RingCentral Account Ready – Setup Requirements
3 min readOverview Supercharge the SMS capabilities of your RingCentral phone numbers with Beetexting. We’ll cover the basic requirements for setting up your account, activating or managing your RingCentral phone numbers within Beetexting, and managing the users that have access to your Beetexting account. If you need additional help, you can always text our Customer Support team…
Zapier + Beetexting
2 min readIntegrate Beetexting with any of the over 6,000 apps that are available with Zapier. Create your Zapier Account Sign up for a Zapier account to start creating and managing your Zaps. You can create a Zapier account here. Connect your Beetexting Account to your Zapier Account To use Zapier with Beetexting, you’ll need to connect…
Integrate Beetexting with Microsoft Teams
< 1 min readOverview This is a pretty straight forward and simple integration that can provide a lot of convenience and impact to your workflows. When Beetexting is added as an app within your Microsoft Teams account, you can access Beetexting and all of its cool features right within your Teams app. Allowing you to pin Beetexting within…
SMS in the Modern Recruitment Industry
2 min readSMS in the Modern Recruitment Industry Modern recruitment professionals face a unique set of challenges. 81% believe that hiring has become more challenging than just one year ago. It’s no wonder! Recruitment teams are being asked to do more with fewer resources than at almost any point in the last 10 years. Recruitment teams are…