Create note in Wealthbox CRM from RingCentral call, format text, and find contact

Capture incoming SMS details in Wealthbox CRM by creating a note when a call ends in RingCentral. Ensure relevant contact information is formatted correctly for clearer reporting and improved customer engagement.

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Overview

Capture incoming SMS details in Wealthbox CRM by creating a note when a call ends in RingCentral. Ensure relevant contact information is formatted correctly for clearer reporting and improved customer engagement.

Create note in Wealthbox CRM from RingCentral call, format text, and find contact