RingCentral + Wise Agent CRM

Create new Wise Agent CRM leads from new RingCentral call recordings

When a new call recording is registered in RingCentral, let this workflow do the busy work by creating a fresh lead in Wise Agent CRM. This automation helps you keep track of potential customers promptly, making your follow-up process more efficient. Without lifting a finger, you transform raw data from interactions into thriving opportunities for sales—one call at a time.

When a new call recording is registered in RingCentral, let this workflow do the busy work by creating a fresh lead in Wise Agent CRM. This automation helps you keep track of potential customers promptly, making your follow-up process more efficient. Without lifting a finger, you transform raw data from interactions into thriving opportunities for sales—one call at a time.

  1. When this happens...
    RingCentralRingCentral
    New Call Recording

    Triggers when a call has been recorded.

    TriggerPolling
  2. automatically do this!
    Wise Agent CRMWise Agent CRM
    Add/Update Lead/Contact

    Adds or updates a lead.

    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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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
wise-agent-crm logo
wise-agent-crm logo

About Wise Agent CRM

Wise Agent CRM helps Realtor's become pros by automating their leads, responses, appointments, and transactions.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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