Redtail CRM + RingCentral
Create RingCentral video meetings for new Redtail CRM activities
Effortlessly connect your Redtail CRM and RingCentral apps with this seamless workflow. When a new activity is created in Redtail CRM, a video meeting is instantly set up in RingCentral, ensuring that you never miss an important appointment. Save time and streamline your scheduling process with this convenient automation.
Effortlessly connect your Redtail CRM and RingCentral apps with this seamless workflow. When a new activity is created in Redtail CRM, a video meeting is instantly set up in RingCentral, ensuring that you never miss an important appointment. Save time and streamline your scheduling process with this convenient automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Video Meeting
Creates an instant video meeting. Pair with an additional action to retrieve Join URI from the current action.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
