Redtail CRM + RingCentral
Create RingCentral video meetings for new Redtail CRM contacts
Instantly schedule video meetings for new contacts in your Redtail CRM with this seamless workflow. Whenever you add a new contact in Redtail CRM, a video meeting will be created in RingCentral, making it simple to connect with your clients and prospects. Account setup and communication have never been more efficient or hassle-free.
Instantly schedule video meetings for new contacts in your Redtail CRM with this seamless workflow. Whenever you add a new contact in Redtail CRM, a video meeting will be created in RingCentral, making it simple to connect with your clients and prospects. Account setup and communication have never been more efficient or hassle-free.
- When this happens...Contact Created
Triggers when a new contact 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
