RingCentral + Wealthbox CRM

Create new contacts in RingCentral for every new contact in Wealthbox CRM

Improve your workflow by setting up a seamless connection between Wealthbox CRM and RingCentral. When a new contact is added in Wealthbox CRM, this integration will instantly create a new contact in RingCentral. This ensures that all your essential contact information is readily available in both platforms, saving you from manually entering the details twice. Boost your efficiency and keep your communication streamlined with this handy process.

Improve your workflow by setting up a seamless connection between Wealthbox CRM and RingCentral. When a new contact is added in Wealthbox CRM, this integration will instantly create a new contact in RingCentral. This ensures that all your essential contact information is readily available in both platforms, saving you from manually entering the details twice. Boost your efficiency and keep your communication streamlined with this handy process.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    RingCentralRingCentral
    Create Contact

    Creates a new external contact in personal address book.

    ActionWrite
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Supported triggers and actions

  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
ringcentral logo
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
wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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