Redtail CRM + RingCentral

Create new Redtail CRM activities from new RingCentral sms/mms messages received

Ensure you never miss a client communication with this workflow. When you receive a new SMS or MMS in RingCentral, it instantly creates an activity within Redtail CRM. Stay on top of customer interactions, foster better relationships, and streamline your customer service with this seamless integration.

Ensure you never miss a client communication with this workflow. When you receive a new SMS or MMS in RingCentral, it instantly creates an activity within Redtail CRM. Stay on top of customer interactions, foster better relationships, and streamline your customer service with this seamless integration.

  1. When this happens...
    RingCentralRingCentral
    New SMS/MMS Received

    Triggers when there is a new SMS/MMS received.

    TriggerInstant
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Activity

    Creates a new activity in your database.

    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.
Learn more

Related categories

  • Phone & SMS