Salpo CRM + RingCentral Integrations
How to connect Salpo CRM + RingCentral
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New CommunicationTriggers when a new Communication is saved. Apply further filters such as subject line equals = 'something' or if it's standard or scheduled.Trigger- New ModuleTriggers when a new custom module is created.Trigger
- New ContactTriggers when a new Contact is created (Individual or Organisation).Trigger
- New OpportunityTriggers when a new Opportunity is created.Trigger
- New OrganisationCreates a new OrganisationAction
- New IndividualCreates a new IndividualAction
- New OpportunityCreates a new, In-progress OpportunityAction
- New Scheduled CommunicationSchedules a CommunicationAction
- Salpo CRM
Add a file to a Contact record
Scheduled
Action
- Salpo CRM
Add a file to a Custom Module record
Scheduled
Action
- Salpo CRM
Link files to an Opportunity using the file URL.
Scheduled
Action
- Salpo CRM
Finds Contacts by Custom Field value
Scheduled
Action
- Salpo CRM
Retrieves all Opportunity details including products
Scheduled
Action
- Salpo CRM
Creates a standard Communication to record previous notes
Scheduled
Action
- Salpo CRM
Creates a Custom Connection between two Modules
Scheduled
Action
- Salpo CRM
Creates a new record of a custom Module
Scheduled
Action
- Salpo CRM
Creates a new Standard Connection between two modules (e.g Contact to Contact, Contact to Module)
Scheduled
Action
- Salpo CRM
Update Individuals or Organisations
Scheduled
Action
- Salpo CRM
Search for a Contact and update a custom connection between Contacts or Modules
Scheduled
Action
- Salpo CRM
Update custom Modules
Scheduled
Action
- Salpo CRM
Update an Opportunity
Scheduled
Action
- Salpo CRM
Finds a Contact by ID and returns all Contact information
Scheduled
Action
- Salpo CRM
Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.
Scheduled
Action
- Salpo CRM
Finds Individuals using an email address
Scheduled
Action
- Salpo CRM
Find and retrieve a custom module record by ID. Returns standard and custom data.
Scheduled
Action
- Salpo CRM
Find a file linked to a Module. Search files using the file label or name
Scheduled
Action
- Salpo CRM
Finds Organisations by name. Useful if you want to create or update an Organisation.
Scheduled
Action
- Salpo CRM
Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.
Scheduled
Action
- Salpo CRM
Finds Individuals using an email address
Scheduled
Action
- Salpo CRM
Finds Organisations by name. Useful if you want to create or update an Organisation.
Scheduled
Action
- RingCentral
Triggers when a call has been ended.
Scheduled
Trigger
- RingCentral
Triggers when there is a new missed call.
Scheduled
Trigger
- RingCentral
Triggers when a call has been recorded.
Scheduled
Trigger
- RingCentral
Triggers when there is a new SMS received.
Scheduled
Trigger
- RingCentral
Triggers when there is a new SMS sent.
Scheduled
Trigger
- RingCentral
Triggers when there is a new SMS sent or received.
Scheduled
Trigger
- RingCentral
Triggers when there is a new incoming voicemail.
Scheduled
Trigger
- RingCentral
Creates a instant video meeting. Pair with additional action to retrieve Join URI from current action.
Scheduled
Action
- RingCentral
Starts a 2-legged RingOutCall based on specified from and to numbers.
Scheduled
Action
- RingCentral
Sends a fax.
Scheduled
Action
- RingCentral
Sends a SMS message.
Scheduled
Action
How Salpo CRM + RingCentral Integrations Work
- Step 1: Authenticate Salpo CRM and RingCentral.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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