1.Processes new call recording
Integrate RingCentral and call recording tools to capture recording link, caller number, host number, summary, and timestamp to start note creation.
Create CRM call notes for incoming client phone records
Automatically monitor new processed call recordings across RingCentral and bring caller and host details into Wealthbox CRM. Create CRM call notes when calls are processed, normalize phone numbers, and attach recording linksβso you can keep follow-up context without manual note taking.
How this automation creates call notes for better follow-up
When new processed call recordings arrive, advisors miss context and lose time rewriting call notes. This automation formats phone numbers and creates CRM contact notes and attaches the recording linkβso your team can follow up faster.
RingCentralor swap with your favorite app
2.Normalizes phone numbers
Integrate Formatter by Zapier and data formatting tools to normalize caller and host numbers to create formatted phone values for matching.
Formatter by Zapieror swap with your favorite app
3.Finds matching contact
Integrate Wealthbox CRM and contact search tools to search for a contact by formatted phone and continue only for qualifying records.
Wealthbox CRMor swap with your favorite app
4.Creates or updates call notes
Integrate Wealthbox CRM and CRM note tools to create a contact note with recording metadata and attach the recording link.
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