3 ways to automate RingCentral with Zapier

Cloud technology cleaved the business communication world in two. Before, companies had to use separate systems for phone and video calls, chat, text, and fax. And after? Unified communications providers like RingCentral let you access all those channels from a single hub.

That simplified things, for sure—but some work still seems stuck in the "before" times. Like having to manually respond to SMS and MMS messages, track missed calls, and organize call recordings. That's where Zapier can help: You can use it to connect RingCentral to thousands of other apps with Zaps (our word for automated workflows) and reclaim time for deeper customer connections. Interested in ways to automate RingCentral? Keep scrolling.

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• Send notifications for calls and messages

• Send SMS in RingCentral for leads and events

• Automatically archive call recordings

Send notifications for calls and messages

When customers reach out, they expect quick answers. Deliver on that expectation, and you'll earn their loyalty. That's why timely notifications of every call and text are crucial. With automation in your toolkit, you can get instant alerts whenever customers contact you through RingCentral.

Send notifications in RingCentral

Every missed call or SMS is a potential lost customer. And the longer you take to reply, the harder it becomes to win them back. But staying glued to your gadget, just waiting for incoming messages, isn't the answer. Instead, let automated systems notify you of missed calls and texts, so you can respond promptly while saving time and doing more productive work. 

You can also use a Zap to automatically respond to incoming text messages in RingCentral, eliminating slow responses caused by manual replies. That way, you stay on top of important customer questions, and your customers feel prioritized.

Send notifications to other apps

Your team probably doesn't spend their whole workday on RingCentral. They're more likely to have tools like Slack or Notion or Microsoft Teams open on their screens. So relying on RingCentral notifications alone means they might miss customer messages if they're not actively checking the app.

With automation, you can route missed call and text notifications directly to your team's favorite productivity app, so important calls don't go unnoticed. These Zaps will instantly alert a specific channel whenever you miss an inquiry in RingCentral. If email is more your thing, you can also set the Zap to notify you by Gmail. Either way, you're cutting down on lost opportunities and frustrated customers.

Send SMS in RingCentral for leads and events

When leads enter your funnel, timely communication is key to turning them into actual paying customers. But if your reps spend time moving lead information from campaigns into RingCentral for follow-up, leads might go cold before anyone reaches out to them.

Maximize your chances of turning prospects into customers by connecting RingCentral to your lead generation tools with Zapier. These automated workflows can instantly send an SMS or MMS to new leads captured through, say, Facebook Lead Ads or Jotform. 

Just include a personalized follow-up message and set the Zap to trigger anytime a lead interacts with your ad or submits your form. With busy work delegated to computers, your sales team is free to focus on nurturing relationships and closing deals.

Similarly, you can use Zaps to send internal messages in RingCentral whenever you get an email matching a specific search string. You can even set the Zap to notify your reps of new events that come through Google Calendar. This ensures critical information is never missed, and your team can focus on getting work done instead of chasing updates on different channels.

Automatically archive call recordings

If your team is swimming in call recordings, manually organizing and archiving each one is a commitment. Every minute you burn downloading, renaming, and shuffling recordings into your file system could be spent reviewing important conversations or turning unhappy customers into advocates.

Let automation take care of that work. These Zaps will instantly file new recordings in your storage system or keep a running log in a spreadsheet, so your team can actually find and use those valuable conversations instead of playing digital librarian all day.

If you use an AI meeting assistant for call transcription, use this Zap to move recorded calls from RingCentral right into whichever app you use. This workflow will make sure the call is transcribed, stored in your account, and shared with the right teammate—without any manual intervention.

Call in automation for your RingCentral workflows 

Automating your business communication workflows on RingCentral takes minutes. And by streamlining operations and getting that repetitive work off everybody's desk, you're letting your team focus on truly productive tasks—like having personalized customer interactions and providing consistent service across channels. 

And that's just the start of what you can do with RingCentral and Zapier. What will you automate first?