HubSpot
RingCentral
Zoho CRM

HubSpot + RingCentral + Zoho CRM integrations

Automate missed call follow-ups, lead capture, CRM syncing, SMS alerts, and call logging across HubSpot, RingCentral, and Zoho CRM.

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Popular automation
Trigger
Call is missed in RingCentral
in RingCentral
Instant
Actions
Create or Update Lead in Zoho CRM
in Zoho CRM
Create task in HubSpot
in HubSpot

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Ready Workflows Ready Workflows   for HubSpot + RingCentral + Zoho CRM integration

Capture missed calls, sync leads across CRM platforms, send automated text messages, and schedule tasks, all in just one click.

Capture missed RingCentral calls as Zoho CRM leads and create HubSpot follow-up tasks

Call is missed in RingCentral→Create or Update Lead in Zoho CRM→Create task in HubSpot
Never lose track of an inbound prospect when a call goes unanswered.
When an inbound call is missed in RingCentral, this automation immediately registers the caller as a lead in Zoho CRM and schedules a follow-up task in HubSpot. Your sales team can reach out quickly without manually checking call logs or switching between apps.
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Filter out internal RingCentral extensions before logging missed calls in Zoho CRM and HubSpot

Call is missed in RingCentral→Continue only if caller phone number is not an internal extension→Create or Update Lead in Zoho CRM→Create task in HubSpot
Prevent internal team transfers from creating false leads and tasks.
Inside sales teams often receive internal transfers that do not need CRM follow-up. This setup filters out internal extensions so only external missed calls generate a lead in Zoho CRM and a callback task in HubSpot.
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Alert the sales team on Slack and log missed RingCentral calls in Zoho CRM and HubSpot

Call is missed in RingCentral→Create or Update Lead in Zoho CRM→Create task in HubSpot→Send channel message alerting sales team to missed inbound call
Notify your team instantly while logging missed calls across your CRMs.
When a prospect calls and misses connection, waiting to check CRM dashboards delays response times. This workflow logs the lead in Zoho CRM and HubSpot while simultaneously pinging a team Slack channel so someone can call back immediately.
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Transcribe RingCentral voicemails with AI, log them in Zoho CRM, and create a HubSpot note

Voicemail received in RingCentral→Transcribe and summarize voicemail message→Create or Update Lead in Zoho CRM→Create note in HubSpot
Turn audio voicemails into clean, readable CRM notes automatically.
Listening to after-hours voicemails slows down your office staff. This automation uses AI to transcribe the audio, create a lead record in Zoho CRM, and post the summarized notes directly into HubSpot for easy review.
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Transcribe RingCentral call recordings with AI, add notes in Zoho CRM, and create HubSpot tasks

Call is recorded in RingCentral→Transcribe call recording and extract action items→Add note to module entry in Zoho CRM→Create task in HubSpot
Extract action items from client phone calls and sync them to your CRMs.
Reviewing discovery calls manually takes hours of administrative time. This workflow uses AI to parse your recorded RingCentral calls, add the key takeaways to Zoho CRM, and set up follow-up tasks in HubSpot.
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Attach recorded RingCentral calls to Zoho CRM and log engagements in HubSpot

Call is recorded in RingCentral→Add attachment in Zoho CRM→Create engagement in HubSpot
Keep complete communication records attached to your customer profiles.
Compliance and quality control require keeping call files accessible. Whenever a call recording is saved in RingCentral, this automation attaches the audio file to Zoho CRM and registers the call engagement in HubSpot.
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Verify phone numbers and SMS consent on HubSpot forms before updating Zoho CRM and sending text messages

Form is submitted in HubSpot→Continue only if phone number is provided and SMS consent is true→Create or Update Contact in Zoho CRM→Send SMS in RingCentral
Ensure compliance by checking contact permissions before sending automated texts.
Sending text messages without explicit permission violates communication guidelines. This workflow checks for valid phone numbers and SMS consent after a HubSpot form fill before updating Zoho CRM and triggering an outbound text via RingCentral.
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Sync HubSpot form submissions to Zoho CRM, send an SMS via RingCentral, and notify Slack

Form is submitted in HubSpot→Create or Update Contact in Zoho CRM→Send SMS in RingCentral→Send channel notification for new qualified lead
Alert your sales team, update your CRMs, and text leads immediately upon submission.
High-value inbound leads require immediate team coordination. This workflow syncs HubSpot form fills to Zoho CRM, fires off a text message via RingCentral, and alerts your sales channel in Slack all at once.
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Steps to connect HubSpot, RingCentral and Zoho CRM

  1. Log in to Integrately
  2. Search and select HubSpot and RingCentral
  3. Pick a ready 1-click automation or select the desired trigger-action pair
  4. Securely connect your HubSpot & RingCentral accounts
  5. Add Zoho CRM in the next steps of your workflow
  6. Map the fields across all three apps
  7. Test it, then switch it on Done

How the data usually flows between HubSpot, RingCentral and Zoho CRM

Keep your communication logs, marketing contacts, and sales pipelines synchronized across every platform without manual data entry.

RingCentral
RingCentral
The moment a client calls, leaves a voicemail, or sends an SMS, the workflow captures the interaction details automatically.
Capture
Zoho CRM
Zoho CRM
Caller details and conversation data flow directly into Zoho CRM so your sales representatives always see current customer histories.
Sync
HubSpot
HubSpot
Follow-up tasks and marketing records update in HubSpot, ensuring your teams never miss a scheduled callback or campaign touchpoint.
Manage
RingCentral
RingCentral
The right confirmation text or team notification goes out immediately, keeping your prospect engaged while your staff focuses on selling.
Action
ai-icon
Fully Automated
Once set up, your data moves seamlessly
between HubSpot, RingCentral and Zoho CRM.
HubSpot
RingCentral
Zoho CRM
One continuous flow, Zero extra effort.

Supported triggers and actions

A trigger is what starts the automation. An action is what it does next. Mix any of these across the three apps.

HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
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Meeting is created in HubSpot
Triggers the automation when a new meeting is created
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Meeting is updated in HubSpot
Triggers the automation when a new meeting is update
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Contact is created in HubSpot
Triggers the automation when a new contact is created
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Contact is updated in HubSpot
Triggers the automation when a contact is updated or created.
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Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
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Associate contact with company in HubSpot
Associates a contact with a company
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Uninstall App in HubSpot
Removes the application from the system.
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Associate Deal with Contact in HubSpot
Link a support Dealto a contact
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Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
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Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
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Remove email subscription in HubSpot
Removes an email subscription
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Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
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Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
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Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
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Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
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Create line-item in HubSpot
Creates a new line item
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Update line-item in HubSpot
Updates the details of a line-item
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Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
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Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
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Get deal associated records in HubSpot
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Associate task with contact in HubSpot
Link a task to a contact in the contact list
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Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
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Associate deal with line item in HubSpot
Associates a deal with a line item
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Remove Association in HubSpot
Removes an association
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Create form submission in HubSpot
Generates a form submission from input data
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Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
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Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
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Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
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Search blog by name in HubSpot
Searches for a blog by name
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Search tickets in HubSpot
Searches for tickets
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Search products in HubSpot
Searches for products
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Search line items in HubSpot
Searches for line items
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Search blog tag in HubSpot
Searches for a blog tag
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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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Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create or Update Lead in Zoho CRM
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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Who this setup is for

Inside sales teams
Inside sales teams
Customer support desks
Customer support desks
Real estate agencies
Real estate agencies
Growing service businesses
Growing service businesses
📋 Inside sales teams
You handle heavy inbound call volumes and need missed calls logged instantly. This setup captures every prospect in Zoho CRM and assigns callback tasks in HubSpot before leads go cold.
🎙️ Customer support desks
Clients call, text, and leave voicemails throughout the day across different channels. This workflow centralizes those interactions into clean CRM records and notifies your staff immediately.
🔁 Real estate agencies
Property buyers submit inquiries online and call your office for quick answers. This automation synchronizes web form leads across your CRMs and triggers instant SMS confirmations.
🗂️ Growing service businesses
You juggle marketing campaigns, client phone calls, and pipeline tracking across multiple tools. This integration keeps your contacts and call logs perfectly aligned without manual data entry.
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Everything this automation handles for you

Everything this automation handles for you
No duplicate entries
Match on email and phone number before adding someone, so the same contact does not get created twice if the workflow runs again.
Auto-retry failed steps
If a step does not go through the first time due to a temporary network issue, the automation can retry it instead of leaving your workflow half-finished.
Smart filters and conditions
Filter out internal extensions, check for SMS consent, or run steps only when specific deal stages change so your data stays clean.
AI transcription and summaries
Turn unstructured voicemail audio and call recordings into clean, readable text notes added directly to your CRM entries.

Why choose Integrately to automate HubSpot + RingCentral + Zoho CRM

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

1,500+ apps connected
1,500+ apps connected
Connect HubSpot + RingCentral + Zoho CRM 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.
Price Comparison with Popular Alternatives
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Prefer to connect just two apps? Explore each combination separately

HubSpot
RingCentral
HubSpot + RingCentral
Trigger SMS messages and phone contacts automatically from your marketing platform.
Explore Integrations
Zoho CRM
RingCentral
RingCentral + Zoho CRM
Log missed calls and text conversations directly into your sales CRM.
Explore Integrations
HubSpot
Zoho CRM
HubSpot + Zoho CRM
Sync contacts, deals, and form submissions across both customer platforms.
Explore Integrations

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Questions people ask

Can missed RingCentral calls automatically create leads in Zoho CRM and tasks in HubSpot?
Frequently Asked Questions
Yes, Integrately has a ready workflow to capture missed RingCentral calls as Zoho CRM leads and create HubSpot follow-up tasks. When a call is missed in RingCentral, Integrately can automatically create or update the lead in Zoho CRM and schedule a follow-up task in HubSpot.
Can HubSpot form submissions automatically update Zoho CRM and send an SMS via RingCentral?
Frequently Asked Questions
Does cancelling or changing a deal stage in HubSpot update Zoho CRM and RingCentral?
Frequently Asked Questions
Can RingCentral call recordings be transcribed and added as notes in Zoho CRM and HubSpot?
Frequently Asked Questions
Do I need coding skills to connect HubSpot, RingCentral and Zoho CRM?
Frequently Asked Questions
Can I filter out internal phone calls so they do not create tasks in HubSpot or Zoho CRM?
Frequently Asked Questions
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