Capsule CRM + RingCentral Integration

Connect Capsule CRM to RingCentral - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up RingCentral automations to send targeted SMS messages, automate appointment reminders, and track campaign engagement. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & RingCentral using Integrately.
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Capsule CRM + RingCentral Integration

Send RingCentral message for new Capsule CRM task

With this Capsule CRM - RingCentral integration, whenever a new task is created in Capsule CRM, message will be sent via RingCentral. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Capsule CRM + RingCentral Integration

Send RingCentral message for new Capsule CRM opportunity

Whenever a new opportunity is created in your Capsule CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending RingCentral message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Capsule CRM - RingCentral integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Capsule CRM + RingCentral Integration

Send RingCentral message for new Capsule CRM person

Anytime a new person is added to your Capsule CRM, 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 Capsule CRM - RingCentral integration, you can rest assured that your new person 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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Create Your Own Capsule CRM & RingCentral Integration Without Any Code

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Capsule CRM + RingCentral Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • RingCentral
    SMS is received in RingCentral

    Triggers the automation whenever a new text message is received

    Instant
  • RingCentral
    Call is missed in RingCentral

    Triggers the automation whenever a call is missed

    Instant
  • RingCentral
    Call is received in RingCentral

    Triggers the automation whenever a call is received

    Instant
  • RingCentral
    Call is recorded in RingCentral

    Triggers the automation whenever a call is recorded

  • RingCentral
    Voicemail received in RingCentral

    Triggers the automation whenever a voicemail is received

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • RingCentral
    Send SMS in RingCentral

    Automatically sends a text message to particular recipients

  • RingCentral
    Generate Ringout Call in RingCentral

    Automatically initiate a phone call and connect two parties for a ringout conversation

  • RingCentral
    Search User in RingCentral

    Automatically searches for a user

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Integrate Capsule CRM & RingCentral In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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You Can Also Connect Capsule CRM or RingCentral With 1200+ Other Apps

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Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

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RingCentral is the fastest growing unified communications provider. With RingCentral, users can make phone calls, send texts, hold video conferences or even send faxes on any device using any application.

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