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Zapier makes it easy to integrate Close with RingCentral - no code necessary. See how you can get setup in minutes.
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Close
Close
1. Choose trigger event
RingCentral
RingCentral
2. Choose action
1. Select the event
Setup
Test
Close
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Call Recording" from Close.
Add your action
An action happens after the trigger—such as "Create Contact" in RingCentral.
You’re connected!
Zapier seamlessly connects Close 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.
New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Create a new record or update an existing record in your app.
Name
Required
Allow Join before host
Mute Audio
Turn off camera for participants
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Phone Number From
Required
Caller ID
Phone Number To
Required
Play Prompt
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Phone Number From
Required
Phone Numbers To
Required
Text
Required
Files
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lookup By
Required
First Name
Last Name
Middle Name
Nick Name
Company
Job Title
Email
Email 2
Email 3
Birthday
Web Page
Notes
Home Phone
Home Phone 2
Business Phone
Business Phone 2
Mobile Phone
Business Fax
Company Phone
Assistant Phone
Car Phone
Other Phone
Other Fax
Callback Phone
Home Address Street
Home Address City
Home Address State
Home Address Zip
Home Address Country
Business Address Street
Business Address City
Business Address State
Business Address Zip
Business Address Country
Other Address Street
Other Address City
Other Address State
Other Address Zip
Other Address Country
Dialing Plan
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Close and RingCentral with AI agents and code
Beyond Zap workflows. Call Close and RingCentral actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Close and RingCentral actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Address to Lead
Create Contact
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Close and RingCentral to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Close on the Zapier blog
Learn how to automate RingCentral on the Zapier blog
Make work flow with AI
Level up your Close to RingCentral integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Close + RingCentral integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Close and RingCentral
How can I integrate Close with RingCentral using our services?
To integrate Close with RingCentral, we provide a streamlined process through our platform using triggers and actions. By setting up specific triggers in RingCentral, such as receiving a new phone call or SMS, you can create corresponding actions in Close, like logging the interaction or creating a new lead. This seamless integration helps automate your workflow and ensures that all communications are efficiently managed.
What types of triggers are available for integrating RingCentral with Close?
When integrating RingCentral with Close, you have access to various triggers such as inbound and outbound calls, missed calls, and received SMS messages. These triggers allow you to initiate automated actions within Close, like creating tasks or adding notes to contacts based on these types of interactions.
Are there any specific actions we can configure in Close when connecting it with RingCentral?
Yes, when integrating with RingCentral, you can configure numerous actions in Close such as updating contact information, logging calls automatically to the lead's timeline, and creating reminders for follow-up tasks based on communication events from RingCentral.
Is there a way to log RingCentral calls automatically into Close records?
Certainly! You can set up the integration so that every call made or received through RingCentral is automatically logged in your Close records. This involves configuring a trigger on call completion in RingCentral that initiates an action to log the call under the specific contact's activity feed in Close.
How do I handle incoming SMS from RingCentral within my CRM system?
Incoming SMS messages from RingCentral can be handled within your CRM by setting up triggers that automatically create or update leads in Close. You can choose for each SMS event to generate a task notification or even store the message content directly linked to customer profiles for easy reference.
Can I customize how calls are handled between Close and RingCentral during integration?
Yes, customization is possible during integration between these platforms. You can define whether certain call types or times should perform different actions within your CRM system—for example logging notes for business hours calls while diverting personal time inquiries elsewhere.
Do we support real-time data syncing between Close and RingCentral?
We support near real-time data syncing between both systems using our advanced API connections. This ensures that any changes made in one system—be it new contacts added or updates made—are immediately reflected across both platforms for consistency and up-to-date information management.
About Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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.
