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Set up your first integration
Quickly connect Podium to RingCentral with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Podium with RingCentral - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Campaign" from Podium.
Add your action
An action happens after the trigger—such as "Create Contact" in RingCentral.
You’re connected!
Zapier seamlessly connects Podium and RingCentral, automating your workflow.
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Frequently Asked Questions about Podium + RingCentral integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Podium and RingCentral
How do I set up the integration between Podium and RingCentral?
To set up the integration between Podium and RingCentral, you need to create a Zap using our platform. First, choose Podium as your trigger application and select a specific event, such as 'New Incoming Message'. Then, connect your RingCentral account and choose an action, like 'Send SMS', which will be triggered by the incoming message in Podium.
Can I automatically send messages from RingCentral when there's a new lead in Podium?
Yes, you can configure an automation where a new lead in Podium will trigger a message through your RingCentral account. In our setup, choose 'New Lead' in Podium as the trigger event and pair it with an action such as 'Send SMS' or 'Make Call' using RingCentral.
Is it possible to log calls from RingCentral in my Podium dashboard?
Currently, direct logging of calls from RingCentral into your Podium dashboard is not available. However, you may use a combination of tools on our platform to handle call notifications or summaries that can update specific information within other integrated systems.
What happens if my credentials for either service change after setting up the integration?
If credentials for Podium or RingCentral change after integration setup, you need to reauthenticate within our platform. This ensures continuity of your automated workflows without interruption.
How do I handle errors when my integration does not work correctly?
We recommend checking each connection's authentication status first. If issues persist, review the logs available on our dashboard for specific error messages. You may also adjust triggers and actions configurations if needed.
Can incoming calls in RingCentral trigger responses or interactions via Podium?
As of now, directly triggering events in Podium from incoming calls in RingCentral is limited. You might need intermediary triggers such as call summary completion before initiating certain actions within other systems.
Are there limitations on what data I can send from RingCentral to Podium?
While most standard communication details like caller ID and call duration can be used across integrations via our platform, certain complex data types might require custom handling or additional permissions.
Connect Podium 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.
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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.
- Status
Try ItTriggerPolling- New Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
Try ItTriggerPolling - New Review
Triggers when a customer submits a review for your business from a Podium review invite.
Try ItTriggerPolling - LocationRequired
- Invoice UidRequired
- NoteRequired
ActionWrite
- New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - New Refunded Invoice
Triggers when there is a refund on an invoice.
Try ItTriggerPolling - New Review Invite
Triggers when a new review invite is created.
Try ItTriggerPolling - AccountUid
- Messenger ChannelRequired
- Customer NameRequired
- Invoice Number
- AmountRequired
- Description
- LocationRequired
- Card Reader
ActionWrite
