Skip to content

Create company record in Keap from RingCentral call, and clean caller name with Formatter

Create a clean company record in Keap when a call ends in RingCentral by removing any HTML tags from the caller's name. This ensures accurate data entry and improves your CRM's reliability for better customer management.

Create company record in Keap from RingCentral call, and clean caller name with Formatter

Workflow preview:

Zap details:

Overview

Create a clean company record in Keap when a call ends in RingCentral by removing any HTML tags from the caller's name. This ensures accurate data entry and improves your CRM's reliability for better customer management.

Create company record in Keap from RingCentral call, and clean caller name with Formatter