Integrate Capsule CRM with RingCentral

Send information between Capsule CRM and RingCentral automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Send a welcome email in RingCentral for a recently created contact in Capsule CRM

Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email in RingCentral when a new contact is created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow sends a new SMS to the specified phone number in RingCentral.
+

Send a welcome email in RingCentral for a recently created contact in Capsule CRM

Capsule CRM + RingCentral

[esc]

Create a contact in RingCentral each time a contact is created in Capsule CRM

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a contact in RingCentral every time a contact is created in Capsule CRM.

How it works
  1. The flow triggers when a new person is created on Capsule CRM in Capsule CRM.
  2. Zoho Flow creates a new contact in RingCentral.
+

Create a contact in RingCentral each time a contact is created in Capsule CRM

Capsule CRM + RingCentral

Build your own integrations between Capsule CRM and RingCentral

Connect Capsule CRM and RingCentral with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Capsule CRM and RingCentral using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity is created

Call recorded

Triggers when a call is recorded

Call received

Triggers when a call is received

SMS sent or received

Triggers when a new SMS is sent or received

Voicemail received

Triggers when a new voicemail is received

Call missed

Triggers when a call is missed

New call

Triggers when a new call is initiated or received

Call ended

Triggers when a call is ended

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Find person

Finds the details of the specified person by ID

Create contact

Creates a new contact

Send SMS

Sends a new SMS to the specified phone number

Initiate ringout call

Initiates a two-legged ringout call based on the specified caller and callee phone numbers

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch extension by ID

Fetches the details of a RingCentral extension by extension ID

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

What is RingCentral?

RingCentral is a cloud-based communication system that helps you better serve your customers with all-in-one cloud phone, video conferencing, team messaging, contact center and more.

Phone/SMS

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY