LeadSimple + RingCentral

Create process notes in LeadSimple for ended calls in RingCentral

Boost your lead management workflow with this integration. When a call ends in RingCentral, a process note will be created in LeadSimple instantly. Improve your follow-up efficiency, keep track of all interactions, and never miss an opportunity to close a deal convincingly. This solution aids in seamless communication, leading to enhanced customer relationships.

When this happens...
Call Ended
Triggers when a call has been ended.
TriggerInstant
automatically do this!
Create Process Note
Creates a note on a process. You'll need to find a process first using the 'Find Process' search action.
ActionWrite

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Supported triggers and actions

- Description
- ViewRequired
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Polling
Try It
Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Trigger
Instant
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- Delay By
Trigger
Polling
Try It
- Type
- StatusRequired
Trigger
Instant
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- Duration Unit
- Time Format
- Format
Trigger
Instant
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- Documentation
- How do you want to specify the chat Id?Required
- TextRequired
Action
Write
- Phone NumberRequired
Action
Write

- Phone Number ToRequired
- FileRequired
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- Lookup ByRequired
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
Call Completed
Triggers when a new call is completed.
Trigger
Instant
Try It
Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
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Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
Try It
Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
Try It
Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
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Task Completed Automatically
Triggers when a task is completed automatically. An automatic task set to auto send.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- Name
- Comments
- PipelineRequired
- StageRequired
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process TypeRequired
- StageRequired
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- ConversationRequired
- TagRequired
Action
Write
- ConversationRequired
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process TypeRequired
- ProcessRequired
- Name
- Comments
- Tags
- Stage
- Assignee
Action
Write
- PropertyRequired
- UnitRequired
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
Action
Write
- PipelineRequired
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- IDRequired
Action
Search

Call Ended
Triggers when a call has been ended.
Trigger
Instant
Try It
Missed Call
Triggers when there is a new missed call.
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
Try It
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
- NameRequired
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number FromRequired
- Caller ID
- Phone Number ToRequired
- Play Prompt
Action
Write
- Type
- Phone Number FromRequired
- Phone Number ToRequired
- TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
Try It
Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
Try It
Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
Try It
Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
Try It
Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
Try It
Process Created
Triggers when a new process is created.
Trigger
Instant
Try It
Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
Task Completed Manually
Triggers when a task is completed manually. A manual task that does NOT use auto send.
Trigger
Instant
Try It
- From NumberRequired
- To NumberRequired
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- LeadRequired
- Note TextRequired
- Created At
Action
Write
- ProcessRequired
- Note TextRequired
- Created At
Action
Write
- ContactRequired
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- PipelineRequired
- LeadRequired
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
- Contact IDs
- Property IDs
- Unit IDs
Action
Write
- PropertyRequired
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
Action
Write
- SearchRequired
Action
Search
- Process Type
- SearchRequired
Action
Search
- PropertyRequired
- SearchRequired
Action
Search
- IDRequired
Action
Search

About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Learn more

Related categories

Phone & SMS

Related Zap Templates

Create new RingCentral contacts from new LeadSimple leads

Create new processes in LeadSimple for each new voicemail in RingCentral

LeadSimple + RingCentral

Create process notes in LeadSimple for ended calls in RingCentral

New Call Log Record

Do Not Disturb (DND) Presence Updated

New Call Recording

New SMS/MMS Sent

RingSense Processed Recording

Create Post

Find Contact

Send Fax

Update Contact

Call Completed

Lead Changes Stage

Lead Created

Lead Is Reassigned

Outbound Conversation Created

Process Changes Tags

Process Reassigned

Task Completed Automatically

Task Created

Create Lead

Create Process

Tag Conversation

Update Conversation

Update Process

Update Unit

Search Lead

Search Property

Search User

Get Process

Call Ended

Missed Call

New SMS/MMS Received

New Voicemail

Create Contact

Create Video Meeting

Generate Ringout Call

Send SMS/MMS

API Request (Beta)

Lead Changes Pipeline

Lead Changes Tags

Lead Opens Email

Inbound Conversation Created

Process Changes Stage

Process Created

Task Completed

Task Completed Manually

Create Call

Create Lead Note

Create Process Note

Update Contact

Update Lead

Update Property

Search Contact

Search Process

Search Unit

Get Lead

About LeadSimple

Related categories

Similar apps

Zapier Interfaces

About RingCentral

Related categories

Related Zap Templates

Related Zap Templates