Create new activities in Redtail CRM from newly recorded call logs in RingCentral
Boost your efficiency with this powerful automation. When a new call log record occurs in RingCentral, it immediately generates a corresponding activity in Redtail CRM. This seamless workflow aids in maintaining an accurate customer call history, enabling you to stay on top of essential communication details and enhancing your customer relationship management.
Boost your efficiency with this powerful automation. When a new call log record occurs in RingCentral, it immediately generates a corresponding activity in Redtail CRM. This seamless workflow aids in maintaining an accurate customer call history, enabling you to stay on top of essential communication details and enhancing your customer relationship management.
- When this happens...New Call Log Record
Triggers when there is a new call log record.
- automatically do this!Create Activity
Creates a new activity in your database.
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Description
Call Log TypeRequired
ViewRequired
Phone Number
Extension Number
Direction
Recording Type
Missed Calls Filter
Results
Delay By
Try ItDo Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Try ItDescription
Call Log TypeRequired
Delay By
Try ItType
StatusRequired
Try It