Integrate Pipedrive with RingCentral
Send information between Pipedrive 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 Pipedrive
Instantly engage new CRM contacts with an automated welcome email. This flow will trigger a welcome email in RingCentral whenever a new contact is added in Pipedrive.
How it works
- The flow triggers when a new contact person is created in Pipedrive.
- 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 Pipedrive
Pipedrive + RingCentral
Set up a new contact in RingCentral when a contact is created in Pipedrive
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 Pipedrive.
How it works
- The flow triggers when a new contact person is created in Pipedrive.
- Zoho Flow creates a new contact in RingCentral.
Set up a new contact in RingCentral when a contact is created in Pipedrive
Pipedrive + RingCentral
Build your own integrations between Pipedrive and RingCentral
Connect Pipedrive 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 Pipedrive and RingCentral using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact person created
Triggers when a new contact person is created
Pipeline stage created
Triggers when a new pipeline stage is created
Organization created
Triggers when a new organization is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Deal created
Triggers when a new deal is created
Pipeline created
Triggers when a new pipeline is created
Activity created
Triggers when a new activity is created
Deal updated
Triggers when any detail of an existing deal is updated
Note added
Triggers when a new note is added
Note updated
Triggers when an existing note is updated
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 contact person
Creates a new contact person for the selected organization
Create deal
Creates a new deal
Create notes
Creates a new note for the selected lead, deal, person, or organization
Update deal
Updates the details of an existing deal
Create product
Creates a new product
Create organization
Creates a new organization
Create activity
Creates a new activity
Create lead
Creates a new lead
Update product
Updates the details of an existing product
Update notes
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update organization
Updates the details of an existing organization
Update activity
Updates the details of an existing activity
Update contact person
Updates the details of an existing contact person
Fetch product by name
Fetches the details of an existing product by name
Fetch organization by name
Fetches the details of an existing organization by name
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch activity
Fetches the details of an existing user activity
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch person by email address
Fetches the details of an existing person by email address
Fetch deal by title
Fetches the details of an existing deal by title
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch user by name
Fetches the details of an existing user by name
Fetch person by name
Fetches the details of an existing person record by name
Fetch person by ID
Fetches the details of an existing person record 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 Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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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.
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