Flexie CRM + RingCentral Integration

Integrate Flexie CRM to RingCentral in one click, or tell Integrately AI how you want each contact handled. Record call details, update your CRM records, send follow-up texts, and notify your sales team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
  • 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
Arrow Right
2.
  • Flexie CRM
    Create contact in Flexie CRM
  • Flexie CRM
    Update contact in Flexie CRM
  • Flexie CRM
    Search contact in Flexie CRM
  • Flexie CRM
    Create deal in Flexie CRM
  • Flexie CRM
    Update deal in Flexie CRM
  • Flexie CRM
    Search deal in Flexie CRM
  • Flexie CRM
    Update custom entity in Flexie CRM
  • Flexie CRM
    Create account in Flexie CRM
  • Flexie CRM
    Search account in Flexie CRM
  • Flexie CRM
    Update account in Flexie CRM
  • Flexie CRM
    Create custom entity in Flexie CRM
  • Flexie CRM
    Search custom entity in Flexie CRM
  • Flexie CRM
    Create lead in Flexie CRM
  • Flexie CRM
    Search lead in Flexie CRM
  • Flexie CRM
    Update lead in Flexie CRM
  • RingCentral
    Create contact in RingCentral
  • RingCentral
    Send SMS in RingCentral
  • RingCentral
    Generate Ringout Call in RingCentral
  • RingCentral
    Search User in RingCentral

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Ready Workflows Ready Workflows for Flexie CRM + RingCentral Integration

Log recorded calls, capture missed call details, update contact records, trigger SMS follow-ups, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Flexie CRM + RingCentral flow

Keep your marketing tools synced, trigger follow-up meetings, and manage support tickets right after your calls and CRM records are updated. Pick a combination and activate it in one click.

Flexie CRM
RingCentral
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HubspotHubspot (8)
+
GmailGmail (8)
+
CalendlyCalendly (8)
+
StripeStripe (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
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Create a contact in Flexie CRM and HubSpot whenever a call is recorded in RingCentral
Recorded calls automatically create new contacts in both Flexie CRM and HubSpot without manual data entry.
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F
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Update contacts in Flexie CRM and HubSpot when an SMS is received in RingCentral
Incoming SMS messages in RingCentral update existing contact records in Flexie CRM and HubSpot.
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Update deal stages in Flexie CRM and HubSpot when a call is received in RingCentral
Incoming calls update deal stages in both Flexie CRM and HubSpot automatically.
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Create a contact in Flexie CRM and a follow-up task in HubSpot when a voicemail is received in RingCentral
Voicemails received in RingCentral trigger new contacts in Flexie CRM and follow-up tasks in HubSpot.
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If an SMS received in RingCentral contains urgent keywords, update the lead in Flexie CRM and HubSpot
Urgent SMS messages in RingCentral update lead statuses in Flexie CRM and HubSpot.
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F
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When a call is missed in RingCentral, update the lead status in Flexie CRM and close the deal in HubSpot
Missed calls in RingCentral update lead records in Flexie CRM and adjust deals in HubSpot.
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Use ChatGPT to summarise call records from RingCentral, then create contacts in Flexie CRM and HubSpot
ChatGPT summarizes RingCentral call recordings before creating updated contacts in Flexie CRM and HubSpot.
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S
When a call is recorded in RingCentral, create a contact in Flexie CRM and HubSpot, and notify your sales team in Slack
Recorded calls create contacts in Flexie CRM and HubSpot while alerting your team via Slack.

Supported triggers and actions for Flexie CRM and RingCentral

Mix and match to build the exact automation you need

Flexie CRM
Flexie CRM Triggers & Actions
Instant
Universal trigger in Flexie CRM
Triggers the automation when any event occurs
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Create contact in Flexie CRM
Adds a new contact to the database
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Update contact in Flexie CRM
Updates contact information with new details
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Search contact in Flexie CRM
Finds and retrieves contact information
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Create deal in Flexie CRM
Generates a new deal with
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Update deal in Flexie CRM
Updates deal information based on new criteria or changes
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Search deal in Flexie CRM
Retrieves and find a deal
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Update custom entity in Flexie CRM
Updates a custom entity with new information
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Create account in Flexie CRM
Generates a new account
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Search account in Flexie CRM
Searches for account information
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Update account in Flexie CRM
Updates account information
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Create custom entity in Flexie CRM
Creates a new marketing campaign
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Search custom entity in Flexie CRM
Searches for a custom entity
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Create lead in Flexie CRM
Generates new leads for potential customers
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Search lead in Flexie CRM
Retrieves information for a particular lead
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Update lead in Flexie CRM
Updates the lead information
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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
Try it →

What can you automate with Flexie CRM + RingCentral?

Streamline your communication and sales pipelines by automating workflows between Flexie CRM and RingCentral.

What you can automate?
📞
Capture every recorded call as a CRM contact
Turn every completed RingCentral call into a new contact or lead record inside Flexie CRM automatically. Eliminate manual note-taking and ensure no customer interaction goes unrecorded.
💬
Sync incoming text messages and SMS interactions
Automatically update contact information and log incoming SMS messages from RingCentral straight into your Flexie CRM records. Keep every conversation thread visible to your entire team.
Alert your team instantly on new phone interactions
Dispatch immediate notifications whenever important calls, voicemails, or text messages arrive in RingCentral. Ensure the right sales reps pick up hot leads without delay.
🔀
Route records based on submitted message fields
Trigger different actions in Flexie CRM depending on keywords or criteria submitted in RingCentral SMS texts or call transcripts. Handle high-priority inquiries with tailored workflows.
🔄
Keep deal stages and contact records up to date
Automatically update existing contact details, deal stages, and account metrics in Flexie CRM whenever new communication events occur in RingCentral.
🔍
Search and update instead of creating duplicates
Check existing database entries before creating new records. Search contacts and deals in Flexie CRM to update information cleanly when returning callers connect via RingCentral.
⚠️
Handle missed calls and voicemail follow-ups
Automatically update lead statuses and create follow-up tasks in Flexie CRM whenever a call is missed or a voicemail is received in RingCentral, ensuring 100% follow-up coverage.
🔗
Extend your RingCentral flow to Slack or Gmail
Trigger multi-step automations that start with a RingCentral event, update Flexie CRM, and dispatch follow-up emails in Gmail or team alerts in Slack.
And much more...

Who is Flexie CRM + RingCentral integration for?

Connecting Flexie CRM and RingCentral helps sales and support teams eliminate manual data entry, track every customer conversation, and follow up instantly.

Sales Managers
Sales Managers
Support Supervisors
Support Supervisors
Account Executives
Account Executives
Sales Development Reps
Sales Development Reps
Operations Leads
Operations Leads
Revenue Analysts
Revenue Analysts
📈
Sales Managers
You're reviewing activity tracking in Flexie CRM but call logs from RingCentral only update when someone manually exports data, so your pipeline reports are always outdated — automating both apps means every recorded call syncs instantly and your pipeline metrics stay accurate.
🎧
Support Supervisors
You monitor customer inquiries in Flexie CRM but miss critical alerts when voicemails arrive in RingCentral without manual forwarding, so customer response times lag — integrating these apps means every voicemail record creates a contact instantly and your team acts without delay.
🤝
Account Executives
You track deals in Flexie CRM but struggle to keep client communication history aligned with phone interactions in RingCentral, so client progress reports have blind spots — connecting these apps means every call syncs straight to your contact records and your status history stays complete.
💼
Sales Development Reps
You manage high inbound call volumes in RingCentral but spend hours copy-pasting numbers and notes into Flexie CRM, so outbound follow-ups fall behind — this integration means every call log and text message updates your contacts automatically and your daily pipeline moves faster.
⚙️
Operations Leads
You depend on accurate contact data passing from RingCentral communications into Flexie CRM pipelines, but manual entry errors leave mismatched records, so workflow handoffs stall — automating both apps means every entry populates clean and your multi-step pipelines run smoothly.
📊
Revenue Analysts
You audit customer engagement history in Flexie CRM but find gaps where phone calls and text records from RingCentral were missed, so revenue attribution reports are flawed — with this integration, every customer interaction is logged reliably and your historical data stays pristine.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Flexie CRM + RingCentral

Build and manage your Flexie CRM + 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 Flexie CRM + 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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in $19.99

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Frequently Asked Questions

How do I connect Flexie CRM to RingCentral?
Frequently Asked Questions
You can connect Flexie CRM to RingCentral in 1 click using ready templates or Integrately AI. It links your communication and CRM data with tools like Slack, Gmail, and Hubspot effortlessly.
Can I automatically create Flexie CRM contacts from RingCentral call recordings?
Frequently Asked Questions
Can I connect Flexie CRM, RingCentral, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flexie CRM and RingCentral?
Frequently Asked Questions
How does Flexie CRM handle incoming lead data from RingCentral calls?
Frequently Asked Questions
Can RingCentral SMS messages update contact records in Flexie CRM?
Frequently Asked Questions
Do I need coding skills to automate Flexie CRM and RingCentral?
Frequently Asked Questions
Is the Flexie CRM and RingCentral integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Flexie CRM or RingCentral With 1500+ Other Apps

Flexie CRM
Popular Flexie CRM Integrations
Connect Flexie CRM to CRMs, email marketing tools, and analytics platforms to manage and follow up on your sales pipelines.
RingCentral
Popular RingCentral Integrations
Sync RingCentral with video conferencing, team collaboration, and support ticketing tools to keep communications connected across your stack.