Integrate Zoho CRM with RingCentral
Send information between Zoho CRM and RingCentral automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in RingCentral for a recently created contact in Zoho CRM
Send personalized welcome emails to every new contact in your customer relationship management platform. This flow will send a welcome email in RingCentral when a new contact is created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow sends a new SMS to the specified phone number in RingCentral.
Send a welcome email in RingCentral for a recently created contact in Zoho CRM
Zoho CRM + RingCentral
Add a new contact in RingCentral when a new contact is added in Zoho CRM
Achieve flawless duplication of contact information by avoiding human errors. This flow will add a new contact in RingCentral for every new contact created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in RingCentral.
Add a new contact in RingCentral when a new contact is added in Zoho CRM
Zoho CRM + RingCentral
Generate a new contact in RingCentral each time a new contact is created in Zoho CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in RingCentral each time a new contact is created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in RingCentral.
Generate a new contact in RingCentral each time a new contact is created in Zoho CRM
Zoho CRM + RingCentral
Build your own integrations between Zoho CRM and RingCentral
Connect Zoho CRM and RingCentral with over 650+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and RingCentral using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is added
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
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
Call disconnected
Triggers when a call is ended
Call missed
Triggers when a call is missed
All Actions - Actions are the automated tasks
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Draft email template
Drafts an email based on the selected template
Send mail merge
Sends a mail merge with details of the selected record
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Raise signal
Raises a signal to Zoho CRM
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add note
Adds a note to the selected module
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch inventory template
Fetches an inventory template using ID
Clone module entry
Clones an existing module entry
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create contact
Creates a new contact
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
Send SMS
Sends a new SMS to the specified 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 call by session ID
Fetches the details of an existing call by session ID
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 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
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
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.
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 >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
