RingCentral + WhatConverts

Create new RingCentral contacts from new WhatConverts leads

Streamline your lead management process with this automation. When a new lead comes in through WhatConverts, it immediately creates a contact in your RingCentral app. This can help your sales team respond swiftly, keeping your leads warm and potentially accelerating the sales process.

Streamline your lead management process with this automation. When a new lead comes in through WhatConverts, it immediately creates a contact in your RingCentral app. This can help your sales team respond swiftly, keeping your leads warm and potentially accelerating the sales process.

  1. When this happens...
    WhatConvertsWhatConverts
    New Lead

    Triggers when a new lead is received.

    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

    • Lead Type

    • Phone Calls (Completed)Required

    • Phone Calls (Modified)

    • Phone Calls (In Progress)

    • Text MessagesRequired

    • Web FormsRequired

    • E-Commerce TransactionsRequired

    • Custom EventsRequired

    • Chats (Completed)Required

    • Chats (In Progress)

    • EmailsRequired

    • AppointmentsRequired

    • OtherRequired

    • ProfileRequired

    Trigger
    Instant
    Try It
    • Lead TypeRequired

    • Send Notification

    • Profile

    • Date & Time

    • Quotable

    • Quote Value

    • Sales Value

    • WC Client Current

    • Referrer Source

    • Referrer Medium

    • Referrer Campaign

    • Referrer Content

    • Referrer Keyword

    • IP Address

    • Email Address

    • Phone Number

    • User ID

    • Gclid

    • Msclkid

    • Fbclid

    • Fbpid

    • Lead Page

    • Landing Page

    • Operating System

    • Browser

    • Device Type

    • Device Make

    • Sender Name

    • Email Subject

    • Email Message

    • Form Name

    • Tracking Number Name

    • Tracking Number

    • Destination Number

    • Caller Number

    • Caller Name

    • Call Duration in Seconds

    • City

    • Zip

    • State

    • Country

    • Answer Status

    • Line Type

    • Call Transcription

    • Voicemail Transcription

    • Message

    • Event Category

    • Event Action

    • Event Label

    • Transaction ID

    • Transaction Tax

    • Transaction Shipping

    • Additional Fields

    Action
    Write
    • ProfileRequired

    • Lead ID

    • Lead Type

    • Lead Status

    • Start Date

    • End Date

    • Quotable

    • Quote Value

    • Sales Value

    • Caller Number

    • Email Address

    • User ID

    • Spam

    • Duplicate

    • Lead Source

    • Lead Medium

    • Lead Campaign

    • Lead Content

    • Lead Keyword

    Action
    Search
    • Description

    • ViewRequired

    • Phone Number

    • Extension Number

    • Direction

    • Recording Type

    • Missed Calls Filter

    • Results

    • Delay By

    Trigger
    Polling
    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
whatconverts logo
whatconverts logo

About WhatConverts

WhatConverts tracks what marketing channels generate conversions from phone calls, web forms, chat, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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