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Method CRM + RingCentral + Formatter by Zapier

Add Method activities for new RingCentral SMS text messages

  1. When this happens

    Step 1: New SMS (Deprecated)

  2. Then do this

    Step 2: Utilities

  3. Then do this

    Step 3: Utilities

  4. Then do this

    Step 4: Find Contact

  5. Then do this

    Step 5: Add Activity

Keep track of all your incoming communications and satisfy each of your customers with this automation. Connect Method CRM and RingCentral to automatically create an activity in Method for every SMS message that you receive in RingCentral.

Supported triggers and actions

What does this mean?
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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)
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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

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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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