Altitude CRM + RingCentral

Create RingCentral contacts for new contacts added in Altitude CRM

Manually re-entering contact details across communication tools can slow your team down. This integration automatically creates a new contact in RingCentral every time a new contact is added in Altitude CRM, so calling and messaging tools stay ready from day one. Keep contact information available where conversations happen, without duplicating work.

Manually re-entering contact details across communication tools can slow your team down. This integration automatically creates a new contact in RingCentral every time a new contact is added in Altitude CRM, so calling and messaging tools stay ready from day one. Keep contact information available where conversations happen, without duplicating work.

  1. When this happens...
    Altitude CRMAltitude CRM
    Contact Created or Updated

    Triggers when a contact is created or updated.

    TriggerInstant
  2. automatically do this!
    RingCentralRingCentral
    Create Contact

    Creates a new external contact in personal address book.

    ActionWrite
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Supported triggers and actions

    • ListRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • ListRequired

    Action
    Write
    • ContactRequired

    • ListRequired

    Action
    Write
    • Email AddressRequired

    Action
    Search
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altitude-crm logo

About Altitude CRM

Altitude CRM is an AI-native CRM for financial advisors that combines client data, workflows, and intelligent guidance to help teams act with clarity.

Related categories

  • CRM (Customer Relationship Management)
ringcentral logo
ringcentral logo

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

Related categories

  • Phone & SMS