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Set up your first integration
Quickly connect Close to RingCentral with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Close with RingCentral - 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 Recording" from Close.
Add your action
An action happens after the trigger—such as "Create Contact" in RingCentral.
You’re connected!
Zapier seamlessly connects Close and RingCentral, 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.
- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerInstant - Direction
- Completed?
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerInstant
- Field(s) Required to Trigger
Try ItTriggerInstant- Contact Smart View IDRequired
Try ItTriggerPolling- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerInstant- Direction
- Template ID
- User ID
Try ItTriggerInstant
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Connect Close and RingCentral to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Resolve incidents faster with automation
Learn how to automate Close on the Zapier blog
Learn how to automate RingCentral on the Zapier blog
Frequently Asked Questions about Close + RingCentral integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Close and RingCentral
How can I integrate Close with RingCentral using our services?
To integrate Close with RingCentral, we provide a streamlined process through our platform using triggers and actions. By setting up specific triggers in RingCentral, such as receiving a new phone call or SMS, you can create corresponding actions in Close, like logging the interaction or creating a new lead. This seamless integration helps automate your workflow and ensures that all communications are efficiently managed.
What types of triggers are available for integrating RingCentral with Close?
When integrating RingCentral with Close, you have access to various triggers such as inbound and outbound calls, missed calls, and received SMS messages. These triggers allow you to initiate automated actions within Close, like creating tasks or adding notes to contacts based on these types of interactions.
Are there any specific actions we can configure in Close when connecting it with RingCentral?
Yes, when integrating with RingCentral, you can configure numerous actions in Close such as updating contact information, logging calls automatically to the lead's timeline, and creating reminders for follow-up tasks based on communication events from RingCentral.
Is there a way to log RingCentral calls automatically into Close records?
Certainly! You can set up the integration so that every call made or received through RingCentral is automatically logged in your Close records. This involves configuring a trigger on call completion in RingCentral that initiates an action to log the call under the specific contact's activity feed in Close.
How do I handle incoming SMS from RingCentral within my CRM system?
Incoming SMS messages from RingCentral can be handled within your CRM by setting up triggers that automatically create or update leads in Close. You can choose for each SMS event to generate a task notification or even store the message content directly linked to customer profiles for easy reference.
Can I customize how calls are handled between Close and RingCentral during integration?
Yes, customization is possible during integration between these platforms. You can define whether certain call types or times should perform different actions within your CRM system—for example logging notes for business hours calls while diverting personal time inquiries elsewhere.
Do we support real-time data syncing between Close and RingCentral?
We support near real-time data syncing between both systems using our advanced API connections. This ensures that any changes made in one system—be it new contacts added or updates made—are immediately reflected across both platforms for consistency and up-to-date information management.
