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

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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
  1. The flow triggers when a new contact person is created in Pipedrive.
  2. Zoho Flow sends a new SMS to the specified phone number in RingCentral.
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Send a greeting email in RingCentral for a newly added contact in Pipedrive

Pipedrive + RingCentral

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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
  1. The flow triggers when a new contact person is created in Pipedrive.
  2. Zoho Flow creates a new contact in RingCentral.
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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

Activity updated

Triggers when any detail of an existing activity is updated

Organization created

Triggers when a new organization is created

Deal created

Triggers when a new deal is created

Deal updated

Triggers when any detail of an existing deal is updated

Activity created

Triggers when a new activity is created

Note added

Triggers when a new note is added

Pipeline created

Triggers when a new pipeline is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

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 disconnected

Triggers when a call is ended

New SMS

Triggers when a new SMS is sent or received

New team chat

Triggers when a new team chat is created

Call missed

Triggers when a call is missed

Call recorded

Triggers when a call is recorded

New call

Triggers when a new call is initiated or received

All Actions - Actions are the automated tasks

Update deal

Updates the details of an existing deal

Create contact person

Creates a new contact person for the selected organization

Create deal

Creates a new deal

Create product

Creates a new product

Create lead

Creates a new lead

Create organization

Creates a new organization

Create activity

Creates a new activity

Create notes

Creates a new note for the selected lead, deal, person, or organization

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update notes

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch activity

Fetches the details of an existing user activity

Fetch product by name

Fetches the details of an existing product by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by ID

Fetches the details of an existing person record by ID

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 lead

Fetch the details of an existing lead by ID or title

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by name

Fetches the details of an existing person record by name

Send SMS

Sends a new SMS to the specified phone number

Create team message

Creates a new team message

Create contact

Creates a new contact

Initiate ring-out call

Initiates a two-legged ring-out call based on the specified caller and callee 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 message by ID

Fetches the details of an existing message record by message 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 extension

Fetches the details of the existing extension

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.

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.

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Technical Engineer, Master Liveaboards

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