Method CRM + RingCentral

Track new RingCentral call recordings by creating activities in Method CRM

Automate your customer interaction process with this workflow. When a new call recording occurs in RingCentral, an activity is immediately created in Method CRM. This streamlines your record-keeping, ensuring every conversation is logged for future reference and customer relationship management.

Automate your customer interaction process with this workflow. When a new call recording occurs in RingCentral, an activity is immediately created in Method CRM. This streamlines your record-keeping, ensuring every conversation is logged for future reference and customer relationship management.

  1. When this happens...
    RingCentralRingCentral
    New Call Recording

    Triggers when a call has been recorded.

    TriggerPolling
  2. automatically do this!
    Method CRMMethod CRM
    Add Activity

    Adds a new activity.

    ActionWrite
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Supported triggers and actions

    • Type

    Trigger
    Instant
    Try It
  • RingCentral triggers, actions, and search

    New Voicemail

    Triggers when there is a new incoming voicemail.

    Trigger
    Instant
    Try It
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method-crm logo

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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ringcentral logo

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