RingCentral Integration with Revamp CRM  

With RingCentral’s Revamp CRM integration, you can automatically create and/or update Revamp CRM

records as Calls are added through RingCentral. Keep your team informed, collaborate better and run workflows

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RingCentral Integration Details

RingCentral is a great service, When you have a new call it will be archived in a safe place With Zapier, it will automatically reflect your revamp account.

This integration will help you Whenever you receive a new call in your RingCentral account, Zapier will fetch this data after the call ends we can add a note to this contract or if this contact does not exist we can create the contact after the call ends.

How RingCentral Integration works, when a new call is created

You can configure Zapier to:

  1. Create a Contact in Revamp CRM with a tag ‘RingCentral’
    1. You can optionally create a dynamic segment for all contacts with ‘RingCentral’ tag
    2. Furthermore, automation can run on this segment to create a follow-up task.
  2. Create a Deal, based on your business model. As a result, each booking could be treated as a deal.
  3. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

 

What you need

  • RingCentral account
  • Revamp CRM account

 

About RingCentral

  • RingCentral is an award-winning cloud phone system designed to make business communications easier to set up and manage right from the get-go. business executives, agents, and investors can engage voice communications, organize business conferences, online meetings, and much more. With its cloud-based structuring, RingCentral eliminates the need for additional costs that come with a physical communication set up, like hardware, software, maintenance, training, space, operators, etc.

What is next for RingCentral Integration

  1. Go to Zapier and explore all possible integrations here.
  2. Check over 80 Apps that connects to Revamp CRM here.

About Revamp CRM

  • Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.