How to connect Agile CRM + RingCentral
Zapier lets you send info between Agile CRM and RingCentral automatically—no code required.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- Changed Deal MilestoneTriggers when a Deal reaches a specific milestone you choose.Trigger
- Changing Any Deal MilestoneChanging any milestone in Agile CRM should be triggered.Trigger
- New CaseTriggers when a new case is added in Agile CRM.Trigger
- New ContactTriggers when a new contact is add in AgileCRM.Trigger
- New DealTriggers when a new Deal is added in AgileCRM.Trigger
- New EventTriggers when a new event is created in Agile CRM.Trigger
- New TicketTriggers when a new ticket is added in Agile CRM.Trigger
- New TaskTriggers when a new task is added in the Agile CRM.Trigger
- 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 and 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.
RingCentral Tutorials
Related categories
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.