Connect RingCentral and Wealthbox CRM to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Quickly connect RingCentral to Wealthbox CRM with a Zapier template.

Our most popular template

Create new Wealthbox CRM notes from new sms/mms received in RingCentral
Details
Try it
RingCentral + Wealthbox CRM
Create notes in Wealthbox CRM for new call log records from RingCentral
Details
Try it
RingCentral + Wealthbox CRM
Create new tasks in Wealthbox CRM when calls end in RingCentral
Details
Try it
RingCentral + Wealthbox CRM
Create tasks in Wealthbox CRM for new voicemails in RingCentral
Details
Try it
RingCentral + Wealthbox CRM

Create new Wealthbox CRM notes from new sms/mms received in RingCentral

Details

Try it

RingCentral + Wealthbox CRM

Create notes in Wealthbox CRM for new call log records from RingCentral

Details

Try it

RingCentral + Wealthbox CRM

Create new tasks in Wealthbox CRM when calls end in RingCentral

Details

Try it

RingCentral + Wealthbox CRM

Create tasks in Wealthbox CRM for new voicemails in RingCentral

Details

Try it

RingCentral + Wealthbox CRM

How Zapier works

Zapier makes it easy to integrate RingCentral with Wealthbox CRM - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call Log Record" from RingCentral.

Add your action

An action happens after the trigger—such as "Add Member to Household" in Wealthbox CRM.

You’re connected!

Zapier seamlessly connects RingCentral and Wealthbox CRM, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your RingCentral to Wealthbox CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about RingCentral + Wealthbox CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with RingCentral and Wealthbox CRM

Can I integrate RingCentral with Wealthbox CRM?

Yes, you can integrate RingCentral with Wealthbox CRM using our platform. This integration allows you to streamline communication and client management by setting up automated workflows between the two services.

What triggers are available when integrating RingCentral with Wealthbox CRM?

When integrating RingCentral with Wealthbox CRM, you can set up triggers such as 'New Call', 'New Voicemail', and 'Missed Call' to automate actions in Wealthbox CRM. These triggers help keep your client records updated with the latest communication activities.

What actions can be performed in Wealthbox CRM using RingCentral triggers?

Using triggers from RingCentral like 'New Call' or 'Voicemail Received', you can perform actions in Wealthbox CRM such as creating or updating contact records, adding notes, or even creating tasks related to follow-up activities. This helps keep your team organized and responsive.

Is it possible to receive notifications in Wealthbox CRM for new voicemails from RingCentral?

Yes, by setting up the appropriate trigger, you can receive alerts or tasks created within Wealthbox CRM whenever a new voicemail is received in RingCentral. This ensures that important communications are not missed.

How can I track missed calls from RingCentral in Wealthbox CRM?

You can configure workflows so that every missed call in RingCentral automatically creates an entry or task in Wealthbox CRM. This helps ensure no missed communication goes unnoticed and enables timely follow-ups.

Do I need any technical skills to set up the integration between RingCentral and Wealthbox CRM?

No technical skills are required to set up the integration between RingCentral and Wealthbox CRM on our platform. We provide an intuitive interface where you can easily choose your desired triggers and actions without any coding knowledge.

Can existing client data from Wealthbox CRM be used during calls through RingCentral?

By configuring the integration correctly, incoming calls through RingCentral can prompt displays of relevant existing client data from Wealthbox CRM on your device, enabling informed conversations without switching platforms.

Practical ways you can use RingCentral and Wealthbox CRM

Log missed calls as tasks

When a missed call is logged in RingCentral, Zapier automatically creates a task in Wealthbox CRM. This helps business owners ensure follow-ups, reducing missed opportunities and increasing response rates.

Business Owner

Try it

Manage customer inquiries from calls

When a new call log is recorded in RingCentral, Zapier adds this information to Wealthbox CRM as a new contact or updates an existing contact. Streamline support workflows by minimizing manual data entry and improving service tracking.

Customer Support Ops

Try it

Add meeting notes to a project

After a video meeting ends in RingCentral, Zapier creates a note in Wealthbox CRM and assigns it to a specific project. This keeps all project-related communication in one place and helps ensure alignment across teams.

Project Management

Try it

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Description
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Polling
Try It
Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Trigger
Instant
Try It
- Delay By
Trigger
Polling
Try It
- Type
- Status
  Required
Trigger
Instant
Try It
- Duration Unit
- Time Format
- Format
Trigger
Instant
Try It
- Documentation
- How do you want to specify the chat Id?
  Required
- Text
  Required
Action
Write
- Phone Number
Action
Write
- Phone Number To
  Required
- File
  Required
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- Lookup By
  Required
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Member
  Required
- Type
- Content
  Required
- Tags
Action
Write
- Search by Team Name
- Description
- Organizer
Action
Write
- Search by Team Name
- Type
- Tags
- Email Address
- Street Address Type
- Primary Street Address
Action
Write
- Email
- Search by Team Name
- Phone Number
- Member
  Required
- Type
Action
Search

Call Ended
Triggers when a call has been ended.
Trigger
Instant
Try It
Missed Call
Triggers when there is a new missed call.
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
Try It
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
- Search by Team Name
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number From
  Required
- Caller ID
- Phone Number To
  Required
- Play Prompt
Action
Write
- Type
- Phone Number From
  Required
- Phone Number To
  Required
- Text
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Search by Team Name
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Street Address Type
Action
Write
- Category
- Member
  Required
- Type
- Search by Team Name
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Related Contact
- Label
Action
Write
- Email
- Search by Team Name
- Phone Number
- Member
  Required
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write

Learn how to automate RingCentral on the Zapier blog

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect RingCentral and Wealthbox CRM to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create new Wealthbox CRM notes from new sms/mms received in RingCentral

Create notes in Wealthbox CRM for new call log records from RingCentral

Create new tasks in Wealthbox CRM when calls end in RingCentral

Create tasks in Wealthbox CRM for new voicemails in RingCentral

Create new Wealthbox CRM notes from new sms/mms received in RingCentral

Create notes in Wealthbox CRM for new call log records from RingCentral

Create new tasks in Wealthbox CRM when calls end in RingCentral

Create tasks in Wealthbox CRM for new voicemails in RingCentral

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about RingCentral + Wealthbox CRM integrations

Practical ways you can use RingCentral and Wealthbox CRM

Log missed calls as tasks

Manage customer inquiries from calls

Add meeting notes to a project

Supported triggers and actions

Learn how to automate RingCentral on the Zapier blog

3 ways to automate RingCentral with Zapier

Connect RingCentral to Wealthbox CRM on the world's largest no-code automation platform