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Agile CRM + RingCentral Integrations

How to connect Agile CRM + RingCentral

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

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Agile CRMAgile CRM
Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

automatically do this!
RingCentralRingCentral
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?

How Agile CRM + RingCentral Integrations Work

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

RingCentral Tutorials

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

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