Integrate Copper with RingCentral

Send information between Copper 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 when a new contact is created in Copper

Send personalized welcome emails to every new contact in your retail marketing software. This flow will send a welcome email in RingCentral when a new contact is created in Copper.

How it works
  1. The flow triggers when a new person is added in Copper.
  2. Zoho Flow sends a new SMS to the specified phone number in RingCentral.
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Send a welcome email in RingCentral when a new contact is created in Copper

Copper + RingCentral

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Add a new contact in RingCentral when a new contact is added in Copper

Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in RingCentral whenever a new contact is added in Copper.

How it works
  1. The flow triggers when a new person is added in Copper.
  2. Zoho Flow creates a new contact in RingCentral.
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Add a new contact in RingCentral when a new contact is added in Copper

Copper + RingCentral

Build your own integrations between Copper and RingCentral

Connect Copper 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 Copper and RingCentral using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity created

Triggers when a new opportunity is created

Activity created

Triggers when a new activity is created

Lead created

Triggers when a new lead is created

Person added

Triggers when a new person is added

Task added

Triggers when a new task is added

Lead updated

Triggers when any detail of an existing lead is updated

Person updated

Triggers when any detail of an existing person is updated

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 task

Creates a new task

Create company

Creates a new company

Create activity

Creates a new activity for a person, company, opportunity, or lead

Create or update lead

Creates or updates the details of a lead

Create opportunity

Creates a new opportunity

Add person

Adds a new person

Create project

Creates a new project

Update opportunity

Updates the details of an existing opportunity

Update project

Updates the details of an existing project

Update company

Updates the details of an existing company

Update person

Updates the details of an existing person

Fetch person

Fetches the details of a person by email

Fetch project

Fetches the details of an existing project by name

Fetch company

Fetches the details of an existing company by name

Fetch opportunity

Fetches the details of an existing opportunity by name

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 Copper?

Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.

CRM

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.

Learn more >

Custom functions

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

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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