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Set up your first integration
Quickly connect AgencyBloc to RingCentral with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate AgencyBloc with RingCentral - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Created" from AgencyBloc.
Add your action
An action happens after the trigger—such as "Create Contact" in RingCentral.
You’re connected!
Zapier seamlessly connects AgencyBloc and RingCentral, automating your workflow.
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.
- Activity Created
Triggers when an Activity is created in AgencyBloc.
Try ItTriggerInstant - Group Created
Triggers when a Group is created in AgencyBloc.
Try ItTriggerInstant - Mask SSN Data
- Mask Medicare Beneficiary ID Data
Try ItTriggerInstant- Policy Created
Triggers when a Policy is created in AgencyBloc.
Try ItTriggerInstant
- Activity Updated
Triggers when an Activity is updated in AgencyBloc.
Try ItTriggerInstant - Group Updated
Triggers when a Group is updated in AgencyBloc.
Try ItTriggerInstant - Mask SSN Data
- Mask Medicare Beneficiary ID Data
Try ItTriggerInstant- Policy Updated
Triggers when a Policy is updated in AgencyBloc.
Try ItTriggerInstant
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Practical ways you can use AgencyBloc and RingCentral
Log incoming calls as activities
When a new call log record is created in RingCentral, Zapier automatically creates an Activity in AgencyBloc. This helps business owners maintain consistent records of client communication in their CRM, boosting operational efficiency by improving data accuracy.
Business OwnerSend SMS updates for new leads
When a new Individual is created as a lead in AgencyBloc, Zapier sends an SMS/MMS message from RingCentral to your marketing team. This ensures the team gets immediate updates about new leads, helping them respond quickly and improving lead engagement rates.
Marketing & Marketing OpsAlert sales team to client updates
When an Individual is updated in AgencyBloc, Zapier sends a notification through RingCentral about the update. This allows the sales team to stay on top of changes, ensuring timely communication and reducing missed opportunities.
Sales OpsLearn how to automate RingCentral on the Zapier blog
Frequently Asked Questions about AgencyBloc + RingCentral integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AgencyBloc and RingCentral
How can I integrate AgencyBloc with RingCentral?
To integrate AgencyBloc with RingCentral, you can use our platform to set up automated workflows that connect the two services seamlessly. You would typically start by selecting a trigger in one app (e.g., a new contact in AgencyBloc) and an action in the other app (e.g., creating or updating a contact in RingCentral).
What triggers should I consider for the integration between AgencyBloc and RingCentral?
Common triggers for this integration include the creation of a new contact or update of existing information in AgencyBloc, which can then be used to perform actions such as adding or modifying contacts in RingCentral.
Are there specific actions I can automate with RingCentral when integrating with AgencyBloc?
Yes, common actions that can be automated include sending a text message via RingCentral or making phone calls automatically when certain conditions are met on AgencyBloc, such as status updates or note additions.
Is it possible to sync contacts between AgencyBloc and RingCentral automatically?
Yes, you can set up an automation that keeps your contacts in sync between both platforms. For example, whenever a contact is added or updated in AgencyBloc, the same changes can automatically reflect in your RingCentral account.
Can I customize which data fields are exchanged between AgencyBloc and RingCentral during integration?
Absolutely. When setting up the integration, you have control over mapping specific fields from AgencyBloc to corresponding fields in RingCentral. This customization ensures that all necessary data points are accurately transferred.
How do I troubleshoot if my integration between AgencyBloc and RingCentral isn't working correctly?
First, double-check your trigger and action setup to ensure they match your workflow intentions. Also, verify that both platforms have active API permissions and access rights enabled. If issues persist, our support team is ready to assist.
Can integrations be paused temporarily between AgencyBloc and RingCentral?
Yes, you can temporarily pause integrations if needed without losing any configuration settings. This gives you flexibility if workflow demands change or during maintenance activities on either platform.
