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

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

Capsule CRM + RingCentral

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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.
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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 800+ 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 Person

Triggers when a new person is created on Capsule CRM

New User

Triggers when a new user is added

New Task

Triggers when a new open task is created

New Opportunity

Triggers when a new opportunity is created

New Case

Triggers when a new case is created

New Organization

Triggers when a new organization is created

Call answered

Trigger when a call is answered

New voicemail

Triggers when a new voicemail is sent or received

Call recorded

Triggers when a call is recorded

New call

Triggers when a new call is initiated or received

New team chat

Triggers when a new team chat is created

Call missed

Triggers when a call is missed

Call disconnected

Triggers when a call is ended

New SMS

Triggers when a new SMS is sent or received

All Actions - Actions are the automated tasks

Create Opportunity

Creates a new opportunity

Create Person

Creates a new person on Capsule CRM

Create Task

Creates a new task

Create Case

Creates a new case

Find person

Finds the details of the specified person by ID

Send SMS

Sends a new SMS to the specified phone number

Initiate ring-out call

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

Create team message

Creates a new team message

Create contact

Creates a new contact

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 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 message by ID

Fetches the details of an existing message record by message ID

Fetch ring-out call status

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

Fetch call record by ID

Fetches the details of an existing call record by 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

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.

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Custom functions

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

Learn more >

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

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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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