Agile CRM + RingCentral Integrations

How to connect Agile CRM + RingCentral

Zapier lets you send info between Agile CRM and RingCentral automatically—no code required.

When this happens...

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

automatically do this!

Create Video Meeting

Creates a instant video meeting. Pair with additional action to retrieve Join URI from current action.

Supported triggers and actions

What does this mean?

Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
Trigger
Scheduled
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled

New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
New Ticket
Triggers when a new ticket is added in Agile CRM.
Trigger
Scheduled

New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled

Agile CRM
Triggers when a tag is added to contact in AgileCRM.
Scheduled
Trigger
Agile CRM
Subscribe to a Campaign.
Scheduled
Action
Agile CRM
Add a Note to the Contact.
Scheduled
Action
Agile CRM
Add Score to a Contact in the AgileCRM.
Scheduled
Action
Agile CRM
Add Tag to a Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a New Company.
Scheduled
Action
Agile CRM
Creates New Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a deal in the Agile CRM.
Scheduled
Action
Agile CRM
Create event an event in Agile CRM.
Scheduled
Action
Agile CRM
Creates Ticket in the Agile CRM.
Scheduled
Action
Agile CRM
Create a Task for the Contact.
Scheduled
Action
Agile CRM
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Scheduled
Action
RingCentral
Triggers when a call has been ended.
Scheduled
Trigger
RingCentral
Triggers when there is a new missed call.
Scheduled
Trigger
RingCentral
Triggers when a call has been recorded.
Scheduled
Trigger
RingCentral
Triggers when there is a new SMS received.
Scheduled
Trigger
RingCentral
Triggers when there is a new SMS sent.
Scheduled
Trigger
RingCentral
Triggers when there is a new SMS sent or received.
Scheduled
Trigger
RingCentral
Triggers when there is a new incoming voicemail.
Scheduled
Trigger
RingCentral
Creates a instant video meeting. Pair with additional action to retrieve Join URI from current action.
Scheduled
Action
RingCentral
Starts a 2-legged RingOutCall based on specified from and to numbers.
Scheduled
Action
RingCentral
Sends a fax.
Scheduled
Action
RingCentral
Sends a SMS message.
Scheduled
Action

How Agile CRM + RingCentral Integrations Work

Step 1: Authenticate Agile CRM + RingCentral.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Agile CRM + RingCentral

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

CRM (Customer Relationship Management)

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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 More