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Method CRM + RingCentral + Formatter by Zapier

Add Method activities for new RingCentral SMS text messages

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.

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.

  1. When this happens...
    RingCentralRingCentral
    New SMS/MMS Received

    Triggers when there is a new SMS/MMS received.

    TriggerInstant
  2. 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
  3. 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
  4. 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
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Supported triggers and actions

What does this mean?
  • RingCentral triggers, actions, and search

    Call Ended

    Triggers when a call has been ended.

    Trigger
    Instant
    Try It
  • RingCentral triggers, actions, and search

    New Call Recording

    Triggers when a call has been recorded.

    Trigger
    Scheduled
    Try It

    • Type

    • StatusRequired

    Trigger
    Instant
    Try It

    • NameRequired

    • Allow Join before host

    • Mute Audio

    • Turn off camera for participants

    Action
    Write
  • RingCentral triggers, actions, and search

    Missed Call

    Triggers when there is a new missed call.

    Trigger
    Instant
    Try It

    • Type

    Trigger
    Instant
    Try It
  • RingCentral triggers, actions, and search

    New Voicemail

    Triggers when there is a new incoming voicemail.

    Trigger
    Instant
    Try It

    • Phone Number FromRequired

    • Phone Number ToRequired

    • Play Prompt

    Action
    Write
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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

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.

Related categories