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 750+ 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 Organization

Triggers when a new organization is created

New Person

Triggers when a new person is created on Capsule CRM

New Task

Triggers when a new open task is created

New User

Triggers when a new user is added

New Case

Triggers when a new case is created

New Opportunity

Triggers when a new opportunity is created

Call disconnected

Triggers when a call is ended

Call missed

Triggers when a call is missed

New team chat

Triggers when a new team chat is created

New call

Triggers when a new call is initiated or received

Call recorded

Triggers when a call is recorded

New voicemail

Triggers when a new voicemail is sent or received

Call answered

Trigger when a call is answered

New SMS

Triggers when a new SMS is sent or received

All Actions - Actions are the automated tasks

Create Person

Creates a new person on Capsule CRM

Create Case

Creates a new case

Create Task

Creates a new task

Create Opportunity

Creates a new opportunity

Find person

Finds the details of the specified person by ID

Create team message

Creates a new team message

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

Send SMS

Sends a new SMS to the specified phone number

Block or allow phone number

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

Update contact

Updates the details of an existing contact

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 call record by ID

Fetches the details of an existing call record by ID

Fetch call by ID

Fetches the details of an existing call by ID

Fetch user

Fetches the details of an existing user

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 message by ID

Fetches the details of an existing message record by message 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.

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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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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

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