Redtail CRM + RingCentral
Log ended RingCentral calls as new activities in Redtail CRM
Effortlessly keep track of your phone calls with this RingCentral and Redtail CRM integration. When a call ends in RingCentral, a new activity will be created in Redtail CRM, ensuring all important call details are logged and easily accessible. Stay organized and never miss an update with this seamless workflow.
Effortlessly keep track of your phone calls with this RingCentral and Redtail CRM integration. When a call ends in RingCentral, a new activity will be created in Redtail CRM, ensuring all important call details are logged and easily accessible. Stay organized and never miss an update with this seamless workflow.
- When this happens...Call Ended
Triggers when a call has been ended.
- automatically do this!Create Activity
Creates a new activity in your database.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.