Create new tasks in Wealthbox CRM when calls end in RingCentral
Ensure every call made in RingCentral contributes to your client management process with this streamlined workflow. When a call concludes in RingCentral, a new task is instantly created in Wealthbox CRM, making sure all essential communication details are logged and actioned. This automation not only saves time and effort but also boosts your efficiency for managing and following up on client calls.
Ensure every call made in RingCentral contributes to your client management process with this streamlined workflow. When a call concludes in RingCentral, a new task is instantly created in Wealthbox CRM, making sure all essential communication details are logged and actioned. This automation not only saves time and effort but also boosts your efficiency for managing and following up on client calls.
- When this happens...Call Ended
Triggers when a call has been ended.
- automatically do this!Create Task
Creates a new task.
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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