Integrate Jetpack CRM with RingCentral

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

Explore prebuilt integration flows to get started

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Dispatch a welcome message in RingCentral for newly created contacts in Jetpack CRM

Send personalized welcome emails to every new contact in your customer relationship management platform. This flow will send a welcome email in RingCentral when a new contact is created in Jetpack CRM.

How it works
  1. The flow triggers when a new contact is created in Jetpack CRM.
  2. Zoho Flow sends a new SMS to the specified phone number in RingCentral.
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Dispatch a welcome message in RingCentral for newly created contacts in Jetpack CRM

Jetpack CRM + RingCentral

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Add a new contact in RingCentral when a new contact is added in Jetpack CRM

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in RingCentral whenever a new contact is added in Jetpack CRM.

How it works
  1. The flow triggers when a new contact is created in Jetpack CRM.
  2. Zoho Flow creates a new contact in RingCentral.
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Add a new contact in RingCentral when a new contact is added in Jetpack CRM

Jetpack CRM + RingCentral

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Generate a new contact in RingCentral each time a new contact is created in Jetpack CRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in RingCentral whenever a new contact is created in Jetpack CRM.

How it works
  1. The flow triggers when a new contact is created in Jetpack CRM.
  2. Zoho Flow creates a new contact in RingCentral.
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Generate a new contact in RingCentral each time a new contact is created in Jetpack CRM

Jetpack CRM + RingCentral

Build your own integrations between Jetpack CRM and RingCentral

Connect Jetpack CRM and RingCentral with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Jetpack CRM and RingCentral using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Transaction created

Triggers when a new transaction is created

Contact status updated

Triggers when the status of an existing contact is updated

Quote accepted

Triggers when an existing quote is accepted

Invoice created

Triggers when a new invoice is created

Contact updated

Triggers when the details of an existing contact is updated

Invoice updated

Triggers when the details of an existing invoice is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Quote created

Triggers when a new quote is created

Call missed

Triggers when a call is missed

Call answered

Trigger when a call is answered

New SMS

Triggers when a new SMS is sent or received

Call recorded

Triggers when a call is recorded

New voicemail

Triggers when a new voicemail is sent or received

New team chat

Triggers when a new team chat is created

New call

Triggers when a new call is initiated or received

Call disconnected

Triggers when a call is ended

All Actions - Actions are the automated tasks

Add or update contact

Adds a new contact or updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch quote

Fetches the details of an existing quote

Initiate ring-out call

Initiates a two-legged ring-out call based on the specified caller and callee phone number

Create contact

Creates a new contact

Create team message

Creates a new team message

Send SMS

Sends a new SMS to the specified phone number

Update contact

Updates the details of an existing contact

Block or allow phone number

Updates the blocked or allowed phone number list with the specified phone number

Fetch ring-out call status

Fetches the status of a 2-legged ring-out call

Fetch extension

Fetches the details of the existing extension

Fetch message by ID

Fetches the details of an existing message record by message ID

Fetch contact

Fetches the details of an existing contact

Fetch call by session ID

Fetches the details of an existing call by session ID

Fetch call by ID

Fetches the details of an existing call by ID

Fetch user

Fetches the details of an existing user

Fetch call record by ID

Fetches the details of an existing call record by ID

What is Jetpack CRM?

Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.

CRM WordPress Plugins

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 >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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