Method CRM + RingCentral

"add new contacts to an existing entity in Method CRM when calls end in RingCentral"

Streamline your customer relationship management with this RingCentral and Method CRM integration. When a call ends in RingCentral, this workflow will promptly add a contact to an existing entity in Method CRM. It's a seamless solution for keeping track of your business calls and managing customer information in an efficient, organized manner. Maintain up-to-date records and improve customer interactions with this simple automation.

Streamline your customer relationship management with this RingCentral and Method CRM integration. When a call ends in RingCentral, this workflow will promptly add a contact to an existing entity in Method CRM. It's a seamless solution for keeping track of your business calls and managing customer information in an efficient, organized manner. Maintain up-to-date records and improve customer interactions with this simple automation.

  1. When this happens...
    RingCentralRingCentral
    Call Ended

    Triggers when a call has been ended.

    TriggerInstant
  2. automatically do this!
    Method CRMMethod CRM
    Add Contact to Existing Entity

    Adds a new contact to an existing entity.

    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