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.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    RingCentralRingCentral
    Create Video Meeting

    Creates an instant video meeting. Pair with an additional action to retrieve Join URI from the current action.

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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Related categories

  • CRM (Customer Relationship Management)

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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.
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Related categories

  • Phone & SMS