1.Monitors call ended events
Integrate RingCentral and call activity tracking to detect outbound call ended signals and start the workflow.
Create completed CRM call events from outbound calls
Automatically monitor call ended events across RingCentral and call routing filters in Wealthbox CRM. Create and update completed call events when outbound calls end, calls end on tracked numbers, or calls exceed one minuteβso you can log activities, link contacts, and keep timelines current without manual call logging.
How this automation logs completed call activities
When call ended events are handled manually, activity gaps and inaccurate timelines slow down follow-up. This automation monitors RingCentral call ended events, formats call details, finds the right contact, and creates completed call events in Wealthbox CRMβso your team can keep CRM history current.
RingCentralor swap with your favorite app
2.Filters outbound calls
Integrate Filter by Zapier and call routing rules to continue only for outbound calls and skip configured test numbers.
Filter by Zapieror swap with your favorite app
3.Formats phone and duration
Integrate Formatter by Zapier and phone formatting tools to convert incoming phone and duration into standardized values.
Formatter by Zapieror swap with your favorite app
4.Computes call start and end
Integrate Formatter by Zapier and time calculation tools to create rounded start and end timestamps for the call.
5.Finds contact by phone
Integrate Wealthbox CRM and CRM lookup tools to search contacts by formatted phone and capture the matching contact ID.
Wealthbox CRMor swap with your favorite app
6.Creates completed call event
Integrate Wealthbox CRM and CRM record tools to create a completed call event linked to the contact with notes and timestamps.
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