RingCentral Integrations

When a new phone call of yours is recorded, why not save it in your file sharing app? Zapier can do that for you, and save every call recording you get in a directory of your choosing.

How It Works

1. You have a new call recording in RingCentral
2. Zapier sends the file to Dropbox

What You Need

• RingCentral account
• Dropbox account

Let Zapier help you connect some of your business tools together internally! Use RingCentral to manage your company calls and communication? Send yourself SMS messages for any missed calls you have, and stay on top of it all.

How It Works

1. You have a missed call in RingCentral
2. Zapier sends a RingCentral SMS message

What You Need

• RingCentral account

When you receive a SMS in your business call center platform, knowing about that as soon as possible is key to a timely response. Use automation to help you accomplish that, by connecting your tools together for ease of communication.

How It Works

1. You receive a new SMS message in RingCentral
2. Zapier sends a message to Slack

What You Need

• RingCentral account
• Slack account

Want to keep track of calls you miss in your phone system? Having an archive of them in a spreadsheet can be super helpful in not only staying organized, but building reports on who has called you and how many calls you've missed.

How It Works

1. You miss a call in RingCentral
2. Zapier creates a new row in a Google Sheets spreadsheet

What You Need

• RingCentral account
• Google Docs account

When you record a phone call with a customer, there may be others on your team who would like to hear and review it. Send an email to anyone with a link to the recording, and don't worry about remembering to do that yourself!

How It Works

1. A new call recording finishes in RingCentral
2. Zapier sends an email with the information

What You Need

• RingCentral account

The more pipelines and deals you have going on, the harder it can be to take action when deals get updated. Let Zapier give you the alert once it's time: This automation will react to any new deal added to a particular stage of a pipeline on Pipedrive, sending you (or any other number) an SMS message through RingCentral with the information you need to know.

How this Pipedrive-RingCentral integration works

1. A new deal is added to a pipeline stage on Pipedrive
2. Zapier sends you an SMS from RingCentral

Apps involved

• Pipedrive
• RingCentral

Keeping note of incoming communications is a great way to stay on top of everything you need to with your customers. Let automation take care of that for you, and make note of incoming SMS communications in your team chat app!

How It Works

1. You have an incoming SMS in RingCentral
2. Zapier posts a message to Glip

What You Need

• RingCentral account
• Glip account

When you miss a phone call, it's best to know about that as soon as you possibly can. Email is a great way to alert you to those missed calls, and Zapier can take care of that for you!

How It Works

1. You miss a call in RingCentral
2. Zapier sends an email via Gmail

What You Need

• RingCentral account
• Gmail account

When you receive a new SMS message into your call center, sometimes it is much easier to be alerted via email. That is a great place to use automation, and a tool like Zapier can help you take care of this without having to think about it.

How It Works

1. You receive a new SMS message in RingCentral
2. Zapier sends an email via Gmail

What You Need

• RingCentral account
• Gmail account

After you finish a call with someone, and have that call recorded, would you like to email that to someone? Connecting RingCentral to Gmail through Zapier can help you do just that!

How It Works

1. You have a new call recording in RingCentral
2. Zapier sends an email with the recording via Gmail

What You Need

• RingCentral account
• Gmail account

Once you have a contact's attention, you want to make sure you keep it. Use this Zap to automatically remind contacts of an upcoming appointment or webinar whenever tagging you tag them in Infusionsoft.

How It Works

1. A new contact is tagged in Infusionsoft
2. Zapier automatically sends an SMS through RingCentral

What You Need

• RingCentral account
• Infusionsoft account

Seamlessly move information from RingCentral to Steak and make notes of calendar events and calls within both apps. With this Zapier integration humming in the background, automatically create a Streak call log or meeting note every time you end a call in RingCentral. With this automation, you'll have the most up-to-date information about your partnerships at your fingertips.

How this RingCentral-Streak integration works

1. A new call is ended in RingCentral
2. Zapier searches Streak for the appropriate box
3. Zapier adds a meeting/call log to the found box in Streak

Apps involved

• RingCentral
• Streak

Want a task assigned to yourself to follow up for each missed RingCentral call? Let this RingCentral-ClickUp integration create the task for you, and stay on top of missed calls in your project management app. With this integration, whenever you mis a call in RingCentral, a new task will be created in ClickUp with the call details.

How this RingCentral-ClickUp integration works

1. You miss a call in RingCentral
2. Zapier creates a new task in ClickUp

Apps involved

• RingCentral
• ClickUp

When you receive a voicemail on your business phone system, you might not be around to pick that up quickly. With a little automation help, you can send yourself an email whenever you get a new voicemail, and return calls in a timely manner.

How It Works

1. You receive a new voicemail in RingCentral
2. Zapier sends an email via Gmail

What You Need

• RingCentral account
• Gmail account

If you want to automatically remind contacts of an upcoming appointment or gauge their interest in a program, you can set up this Zap to automatically call the contact whenever you tag the contact in Infusionsoft

How It Works

1. A new contact is tagged in Infusionsoft
2. Zapier automatically calls the contact through Twilio

What You Need

• Twilio account
• Infusionsoft account

Being on the go doesn't mean you're in the dark. Set up this Infusionsoft-RingCentral integration and Zapier will keep you informed—wherever you go—by automatically sending you (or anyone else on your team) a RingCentral SMS message with the details you care about.

How this Infusionsoft-RingCentral integration works

1. A new contact is tagged on Infusionsoft
2. Zapier automation sends out a new SMS message from RingCentral

Apps involved

• Infusionsoft
• RingCentral

Notify your teammates or your clients whenever a new invoice is created. If you want to alert them even when they are on-the-go, use this Zap to automatically send them an SMS through RingCentral when a new Infusionsoft invoice is created.

How It Works

1. A new Infusionsoft invoice is created.
2. Zapier automatically sends an SMS through RingCentral.

What You Need

• Infusionsoft account
• RingCentral account

If your business receives SMS messages from clients—or potential leads—this Zap will help you manage those messages in Zendesk. Every time an SMS arrives, Zapier will automatically send it to Zendesk, populating a ticket. From there, you can link the ticket to other's from this customer, managing all your communication in one app.

How this RingCentral-Zendesk integration works:

1. RingCentral receives new SMS messages
2. Zapier creates new tickets in Zendesk

Apps involved

• RingCentral
• Zendesk

Keeping up-to-date records of your clients and customers is essential to building relationships, Use this handy integration to build those records automatically. After you set it up, Zapier will log new RingCentral text messages as a note on a person contact, matching by person name.

RingCentral's SMS auto-respond to incoming text messages allows your team to acknowledge requests to get important information automatically.