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 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
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
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 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.
Similar apps
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.
Similar apps
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
