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Set up your first integration
Quickly connect RingCentral to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate RingCentral with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Call Log Record" from RingCentral.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects RingCentral and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Description
- ViewRequired
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Try ItTriggerPolling- Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Try ItTriggerInstant - Delay By
Try ItTriggerPolling- Type
- StatusRequired
Try ItTriggerInstant
- Call Ended
Triggers when a call has been ended.
Try ItTriggerInstant - Missed Call
Triggers when there is a new missed call.
Try ItTriggerInstant - New Voicemail
Triggers when there is a new incoming voicemail.
Try ItTriggerInstant
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Practical ways you can use RingCentral and Zoho CRM
Log missed calls as CRM leads
When a new missed call is logged in RingCentral, Zapier can automatically create a new lead in Zoho CRM. This ensures that every missed call gets followed up, helping businesses reduce missed opportunities and convert them into potential revenue.
Business Owner
Monitor voicemail activity
Zapier can trigger updates in Zoho CRM whenever a new voicemail is received through RingCentral. This workflow enables IT teams to track and log critical communication events directly in the CRM for better data visibility and troubleshooting.
ITCapture SMS engagements for CRM insights
Use Zapier to log every SMS/MMS received in RingCentral as a new lead in Zoho CRM. This helps marketing teams ensure they capture valuable customer interactions for future campaigns and customer insights.
Marketing & Marketing OpsLearn how to automate RingCentral on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about RingCentral + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with RingCentral and Zoho CRM
How do I integrate RingCentral with Zoho CRM?
To integrate RingCentral with Zoho CRM, you will need to use our platform to create a connection where actions in Zoho can trigger events in RingCentral. This involves setting up triggers such as 'New Call in RingCentral' which could initiate an action like 'Create Contact in Zoho CRM.'
What are the common triggers when integrating RingCentral with Zoho CRM?
Common triggers include 'New Call,' 'Missed Call,' and 'Voicemail' from RingCentral. These can be configured to perform actions like creating a new contact, logging call activities, or updating existing records in Zoho CRM.
Can I log call activities in Zoho CRM using RingCentral data?
Yes, you can log call activities from RingCentral into your Zoho CRM account. By setting up the integration, you can automatically create tasks or notes based on incoming or outgoing calls identified by triggers.
Is it possible to update existing records in Zoho CRM using information from RingCentral?
Absolutely. You can set specific actions triggered by events such as a 'New Voicemail' or a 'Missed Call' in RingCentral to update existing records within your Zoho CRM system.
Are there any limitations when integrating these services?
While our integration service is robust, it's important to note limitations such as the amount of API calls allowed per hour which might affect real-time data sync between RingCentral and Zoho CRM.
How secure is the integration between RingCentral and Zoho CRM?
We prioritize security and ensure that all data transferred between RingCentral and Zoho CRM through our platform is secured using industry-standard encryption protocols.
Can I customize which actions get performed when specific triggers occur?
Yes, our service allows full customization of workflows. You can define specific actions for each trigger around your business needs—like assigning call follow-ups to different team members in Zoho CRM based on caller ID information from RingCentral.
