Act! 365 + RingCentral Integration

Integrate Act! 365 to RingCentral in one click, or tell Integrately AI how you want each contact handled. Create contacts, send SMS messages, search users, and sync communications automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • RingCentral
    Call is recorded in RingCentral
  • RingCentral
    SMS is received in RingCentral Instant
  • RingCentral
    Call is missed in RingCentral Instant
  • RingCentral
    Call is received in RingCentral Instant
  • RingCentral
    Voicemail received in RingCentral Instant
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2.

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Ready Workflows Ready Workflows for Act! 365 + RingCentral Integration

Create RingCentral contacts from new Act! 365 entries, send follow-up SMS messages, sync call records, and update your user records, all in just one click.

Most popular automationmost-popular-automations
Act! 365 + RingCentral Integration

Send RingCentral message for new Act! 365 contact

Anytime a new contact is added to your Act! 365, automatically send them a message through RingCentral letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Act! 365 - RingCentral integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Act! 365 + RingCentral flow

Capture new contacts, notify your team on messaging apps, and sync details across your marketing stack. Pick a combination and activate it in one click.

Act! 365
RingCentral
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SalesforceSalesforce (8)
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MailchimpMailchimp (8)
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HubspotHubspot (8)
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Google SheetsGoogle Sheets (8)
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SlackSlack (8)
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GmailGmail (8)
A
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Add every new Act! 365 contact to RingCentral, and create a corresponding record in Salesforce
New Act! 365 contacts appear in RingCentral and Salesforce instantly, removing manual data entry.
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When an SMS is received in RingCentral, create an Act! 365 contact and add a task in Salesforce
Incoming text messages in RingCentral automatically generate an Act! 365 contact and a follow-up task in Salesforce.
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When a call is recorded in RingCentral, create an Act! 365 contact and update Salesforce
Call records in RingCentral update your Act! 365 contacts and sync status changes in Salesforce.
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When a new Act! 365 contact is added, send a RingCentral SMS and create a Salesforce lead
New Act! 365 contacts trigger an outbound RingCentral text and establish a new lead in Salesforce.
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If a RingCentral SMS contains urgent, create an Act! 365 contact and a priority Salesforce task
Urgent RingCentral text messages trigger Act! 365 contact creation and high-priority Salesforce tasks.
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When a call is missed in RingCentral, create an Act! 365 contact and update Salesforce stage
Missed RingCentral calls generate Act! 365 contacts and advance pipeline stages in Salesforce.
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Use Claude to analyze RingCentral SMS text, create an Act! 365 contact, and log a Salesforce note
Claude evaluates RingCentral text messages before creating an Act! 365 contact and Salesforce note.
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When an Act! 365 contact is created, generate a Ringout call, log in Salesforce, and notify Slack
New Act! 365 contacts trigger a RingCentral call, update Salesforce, and post an alert in Slack.

Supported triggers and actions for Act! 365 and RingCentral

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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RingCentral
RingCentral Triggers & Actions
Call is recorded in RingCentral
Triggers the automation when a call is recorded
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Instant
SMS is received in RingCentral
Triggers the automation when a new text message is received
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Instant
Call is missed in RingCentral
Triggers the automation when a call is missed
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Instant
Call is received in RingCentral
Triggers the automation when a call is received
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Instant
Voicemail received in RingCentral
Triggers the automation when a voicemail is received
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Create contact in RingCentral
Adds a new contact to the RingCentral app
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Send SMS in RingCentral
Sends a text message to particular recipients
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Generate Ringout Call in RingCentral
Initiates a phone call and connect two parties for a ringout conversation
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Search User in RingCentral
Searches for a user
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What can you automate with Act! 365 + RingCentral?

Streamline your contact management and communication workflows with powerful, automated actions across Act! 365 and RingCentral.

What you can automate?
🔄
Sync new Act! 365 contacts to RingCentral instantly
Whenever a new contact is created in Act! 365, automatically generate a matching contact profile in RingCentral without switching applications or manually re-entering phone numbers.
📝
Capture every submitted contact detail accurately
Map all available contact fields from Act! 365 directly into RingCentral contact profiles, ensuring phone numbers, names, and emails are populated correctly across both platforms.
🔔
Notify your team as soon as interactions happen
Trigger instant team notifications in Slack or email whenever a new contact is registered or an important customer call is recorded in RingCentral.
🔀
Route communications based on message content
Evaluate incoming RingCentral SMS text content and route urgent inquiries or VIP requests to specific internal channels and workflows automatically.
📈
Keep contact records updated as calls occur
Automatically update Act! 365 contact records and associated pipeline stages the moment a call is recorded or missed in RingCentral.
🛡️
Prevent duplicate records with smart matching
Search existing database entries before creating new Act! 365 contacts or RingCentral profiles, ensuring your directory remains clean and organized.
📞
Handle voicemails and missed calls effectively
Convert missed RingCentral calls and received voicemails into actionable follow-up tasks and contact records inside Act! 365 automatically.
🌐
Extend your workflow to external apps
Connect your Act! 365 and RingCentral automation flow with Google Sheets or Slack to log data and notify stakeholders in real time.
And much more...

Who is Act! 365 + RingCentral integration for?

Sales professionals, support teams, and marketers save hours every week by automating contact synchronization and communication tracking between Act! 365 and RingCentral.

Sales Managers
Sales Managers
Support Leads
Support Leads
Account Executives
Account Executives
Operations Directors
Operations Directors
Marketing Specialists
Marketing Specialists
CRM Administrators
CRM Administrators
📈
Sales Managers
You're reviewing communication metrics in Act! 365, but your call logs only update when someone manually exports phone records, so the performance reports you're reviewing are always outdated — with this integration, every call record and contact syncs instantly and your pipeline data stays current.
⚡
Support Leads
You need to act fast on missed customer calls in RingCentral, but team members find out hours later when checking records by hand, so response times lag behind expectations — this integration means every missed call immediately creates a contact and alerts your team.
🤝
Account Executives
You answer to clients who expect prompt follow-ups after initial inquiries, but copying contact details between Act! 365 and RingCentral slows down your outreach — automating both apps means your outreach begins seconds after a contact is created.
📊
Operations Directors
The volume of inbound leads and phone interactions is too high for anyone to keep up by hand, leading to missed opportunities and scattered records — with this integration, every contact and communication logs automatically without manual data entry.
🎯
Marketing Specialists
You own lead generation in Act! 365 and depend on phone communications in RingCentral to qualify prospects, but mismatched records create operational friction — connecting these apps means your lead lists and communication tools stay perfectly aligned.
🗂️
CRM Administrators
You need a reliable customer history in Act! 365, but manual data entry keeps leaving frustrating gaps in your contact records — with this integration, every call, SMS, and contact creates a complete, uncompromised audit trail.
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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Act! 365 + RingCentral

Build and manage your Act! 365 + RingCentral automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + RingCentral with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to RingCentral?
Frequently Asked Questions
You can connect Act! 365 to RingCentral in 1 click using ready templates or Integrately AI. It links smoothly with Salesforce, Mailchimp, Hubspot, Google Sheets, Slack, Gmail, and 1,500+ other apps.
Can I automatically create a RingCentral contact when a new contact is added in Act! 365?
Frequently Asked Questions
Can I connect Act! 365, RingCentral, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and RingCentral?
Frequently Asked Questions
How does Act! 365 handle contact creation with RingCentral?
Frequently Asked Questions
Can RingCentral call recordings update Act! 365 contacts?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and RingCentral?
Frequently Asked Questions
Is the Act! 365 and RingCentral integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or RingCentral With 1500+ Other Apps

Act! 365
Popular Act! 365 Integrations
Connect Act! 365 to CRMs, email tools, and marketing platforms to manage and follow up on your leads.
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RingCentral
Popular RingCentral Integrations
Sync RingCentral with project management, reporting, and support tools to keep communication data working across your stack.
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