

Integrate Wealthbox CRM with RingCentral
Send information between Wealthbox CRM 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 Wealthbox CRM
Improve customers' initial experience with a personalized welcome email. This flow will send a welcome email from RingCentral each time a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- 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 Wealthbox CRM
Wealthbox CRM + RingCentral


Set up a new contact in RingCentral when a contact is created in Wealthbox CRM
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 Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in RingCentral.


Set up a new contact in RingCentral when a contact is created in Wealthbox CRM
Wealthbox CRM + RingCentral


Add a new contact in RingCentral whenever a new contact is added in Wealthbox CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in RingCentral each time a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in RingCentral.


Add a new contact in RingCentral whenever a new contact is added in Wealthbox CRM
Wealthbox CRM + RingCentral

Build your own integrations between Wealthbox CRM and RingCentral
Connect Wealthbox CRM and RingCentral with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and RingCentral using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New event
Triggers when a new event is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

Completed task
Triggers when a task is completed

New note
Triggers when a new note is created

New workflow
Triggers when a new workflow is created

New project
Triggers when a new project is created

New contact
Triggers when a new contact is created

New opportunity
Triggers when a new opportunity is created

New SMS
Triggers when a new SMS is sent or received

Call recorded
Triggers when a call is recorded

New voicemail
Triggers when a new voicemail is sent or received

New team chat
Triggers when a new team chat is created

New call
Triggers when a new call is initiated or received

Call disconnected
Triggers when a call is ended

Call missed
Triggers when a call is missed

Call answered
Trigger when a call is answered
All Actions - Actions are the automated tasks

Create note
Creates a new note

Create event
Creates a new event

Create task
Creates a new task

Create contact
Creates a new contact

Create project
Creates a new project

Create opportunity
Creates a new opportunity

Fetch contact
Fetches a contact by email

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 contact
Creates a new contact

Create team message
Creates a new team message

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 call record by ID
Fetches the details of an existing call record by ID

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 contact
Fetches the details of an existing contact

Fetch call by session ID
Fetches the details of an existing call by session ID

Fetch call by ID
Fetches the details of an existing call by ID

Fetch user
Fetches the details of an existing user

Fetch message by ID
Fetches the details of an existing message record by message ID
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Similar apps
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 >