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Method CRM + RingCentral + Formatter by Zapier

Add Method activities for new RingCentral phone calls

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.

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.

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    When this happens...
    RingCentralRingCentral
    Call Ended

    Triggers when a call has been ended.

    TriggerScheduled
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    automatically do this...
    Formatter by ZapierFormatter by Zapier
    Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

    ActionWrite
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    then do this...
    Formatter by ZapierFormatter by Zapier
    Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

    ActionWrite
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    short arrow
    then do this...
    Method CRMMethod CRM
    Find Contact

    Finds an existing contact by entity full name, email or contact name.

    ActionSearch
  5. then do this!
    Method CRMMethod CRM
    Add Activity

    Adds a new activity.

    ActionWrite

Supported triggers and actions

What does this mean?
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method-crm logo
method-crm logo

About Method CRM

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

  • CRM (Customer Relationship Management)
ringcentral logo
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

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formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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