Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

Method CRM

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.

Staying on top of customer communications is challenging when you rely on multiple platforms. By linking Zapier and RingCentral, you can automatically send notifications for missed calls, received messages, or spreadsheet updates—to whichever communication service you prefer. You can also store RingCentral call recordings in the spreadsheet, database, or cloud storage software of your choice.

Here are some creative ways to use RingCentral with Zapier:

Quickly respond to key customer issues, letting them know you’re taking appropriate action. When you receive a RingCentral SMS that contains a certain keyword, immediately send a message back.

Notify the right team members when a new call is logged. Send an SMS when there's a new record in an Airtable view.

Ensure timely responses to missed calls. Send reminders in your Slack channel for missed calls in RingCentral.

RingCentral

After a day on the phone with potential customers, it’s hard to recall who you spoke with and when. Luckily, you can solve this problem with the RingCentral Method integration. Connect these two solutions with Zapier and automatically log RingCentral calls as activities in Method.

Method CRM

RingCentral

Method CRM

RingCentral

Add Method activities for new RingCentral phone calls

Add Method activities for new RingCentral SMS text messages

Connect Method CRM + RingCentral in Minutes

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