RingCentral + Zoho CRM

Create or update Zoho CRM module entries whenever new sms/mms are received in RingCentral

Streamline your communication and customer relation processes with this workflow. When a new SMS/MMS message arrives in your RingCentral account, this automation will swiftly generate or update an entry in your Zoho CRM module. This ensures that every detail from your customer interactions is efficiently secured, simplifying your data management and enriching your customer relationship management strategies.

When this happens...
New SMS/MMS Received
Triggers when there is a new SMS/MMS received.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
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
Try It
- Delay By
Trigger
Polling
Try It
- Type
- StatusRequired
Trigger
Instant
Try It
- Duration Unit
- Time Format
- Format
Trigger
Instant
Try It

- 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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

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
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

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

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

RingCentral + Zoho CRM

Create or update Zoho CRM module entries whenever new sms/mms are received 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

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Call Ended

Missed Call

New SMS/MMS Received

New Voicemail

Create Contact

Create Video Meeting

Generate Ringout Call

Send SMS/MMS

API Request (Beta)

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

About RingCentral

Related categories

About Zoho CRM

Related categories

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Insightly

Zapier Interfaces

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