Integrate Wealthbox CRM with RingCentral
Send information between Wealthbox CRM and RingCentral automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a greeting email in RingCentral for a newly added contact in Wealthbox CRM
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from RingCentral each time a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow sends a new SMS to the specified phone number in RingCentral.
Send a greeting email in RingCentral for a newly added contact in Wealthbox CRM
Wealthbox CRM + RingCentral
Set up a new contact in RingCentral when a contact is created in Wealthbox CRM
Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a contact in RingCentral every time a contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in RingCentral.
Set up a new contact in RingCentral when a contact is created in Wealthbox CRM
Wealthbox CRM + RingCentral
Add a new contact in RingCentral whenever a new contact is added in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in RingCentral each time a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in RingCentral.
Add a new contact in RingCentral whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + RingCentral
Build your own integrations between Wealthbox CRM and RingCentral
Connect Wealthbox CRM and RingCentral with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and RingCentral using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
Call recorded
Triggers when a call is recorded
New SMS
Triggers when a new SMS is sent or received
New team chat
Triggers when a new team chat is created
New voicemail
Triggers when a new voicemail is sent or received
Call disconnected
Triggers when a call is ended
New call
Triggers when a new call is initiated or received
Call answered
Trigger when a call is answered
Call missed
Triggers when a call is missed
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
Create contact
Creates a new contact
Initiate ring-out call
Initiates a two-legged ring-out call based on the specified caller and callee phone number
Send SMS
Sends a new SMS to the specified phone number
Create team message
Creates a new team message
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 message by ID
Fetches the details of an existing message record by message ID
Fetch extension
Fetches the details of the existing extension
Fetch call by session ID
Fetches the details of an existing call by session ID
Fetch contact
Fetches the details of an existing contact
Fetch user
Fetches the details of an existing user
Fetch call by ID
Fetches the details of an existing call by ID
Fetch ring-out call status
Fetches the status of a 2-legged ring-out call
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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Owain ap Rees
Sales Director, Artico
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
