Create Pipedrive note for new RingCentral message
RingCentral + Pipedrive Integration
Pipedrive + RingCentral Integration
Connect Pipedrive to RingCentral in 1 click
Free forever.Use premium features free for 14 days.1.
Activity is created in Pipedrive Instant- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
Call is recorded in RingCentral- SMS is received in RingCentral Instant
- Call is missed in RingCentral Instant
- Call is received in RingCentral Instant
- Voicemail received in RingCentral Instant
2.
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Ready Workflows for Pipedrive + RingCentral Integration
Just click on the workflow you want to automate
Most popular automations
Send RingCentral message for new Pipedrive deal
Whenever a new deal is created in your Pipedrive, 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 deal 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 deals. In short, this Pipedrive - RingCentral integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
See moreThis not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Pipedrive - RingCentral integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
Share updated Pipedrive deal via RingCentral message
Pipedrive + RingCentral Integration
Send RingCentral message for new Pipedrive organization
Pipedrive + RingCentral Integration
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Who Is This Integration For?
Sales Teams
Customer Support
Real Estate Agents
Recruiters
Consultants
Sales Teams
Sales teams often struggle with managing follow-ups and lead communication efficiently, especially when switching between different platforms. By connecting Pipedrive and RingCentral, they can streamline their communication process directly from their CRM.
Customer Support
Customer support teams frequently need to keep track of customer interactions and maintain efficient call handling. Without integration between Pipedrive and RingCentral, they might face challenges in quickly accessing client details or call history.
Real Estate Agents
Real estate agents need to schedule and manage multiple client calls and follow-ups. Without an integrated solution like Pipedrive and RingCentral, they can miss opportunities by not having immediate access to call recordings or reminders tied to specific deals.
Recruiters
Recruiters often have to juggle interviews and candidate follow-ups while keeping track of all interactions. When Pipedrive and RingCentral aren't connected, the lack of immediate call information and reminders can lead to missed opportunities in candidate management.
Consultants
Consultants using Pipedrive for client management and RingCentral for calls need seamless data flow. Without integration, they face difficulties accessing updated logs of interactions and reminders for forthcoming consultations.
What Can You Automate With Pipedrive + RingCentral
Log new call activities in Pipedrive
Automatically log each call you make or receive via RingCentral into your Pipedrive CRM to ensure you never miss a client's detail or follow-up opportunity. This way, you have all your call records in one place.
Schedule calls directly from new Pipedrive deals
When a new deal is created in Pipedrive, automatically schedule a follow-up call in RingCentral. This ensures you keep momentum going on fresh leads without having to manually create call events.
Create new Pipedrive contacts from incoming RingCentral calls
Turn every incoming call into a potential lead by automatically creating new contacts in Pipedrive from unknown numbers calling your RingCentral line. Keeps your leads organized and up-to-date.
Save call recordings from RingCentral to Pipedrive deals
Automatically attach call recordings from RingCentral to related deals in Pipedrive. This ensures all conversation details are handy and can be accessed anytime, keeping your team informed and prepared.
Send SMS follow-ups for new Pipedrive activities
Trigger an SMS via RingCentral whenever a new activity is marked in Pipedrive, pushing automatic reminders or follow-ups, so you stay on top of your tasks and client communications.
And much more...
Top 10 Most Popular Pipedrive Automations from
Integrately Community
Just click on the workflow you want to automate
Create Pipedrive note for new WhatsApp message
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Create Pipedrive note for new WhatsApp message
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Create Pipedrive note for new Jira Service Desk ticket
Create Google Sheets row for new Pipedrive deal
Send SendGrid email for new Pipedrive deal
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Create Pipedrive note for new ClickSend SMS message
Send ClickSend SMS message for new Pipedrive deal
When Person is created in Pipedrive > Create Task in Chatwork
Send MessageBird message for new Pipedrive deal
Create Pipedrive note for new Calendly event invitee
Create Pipedrive note for new ClickSend SMS message
Send ClickSend SMS message for new Pipedrive deal
When Person is created in Pipedrive > Create Task in Chatwork
Send MessageBird message for new Pipedrive deal
Top 10 Most Popular RingCentral Automations from
Integrately Community
Most popular
01
Send RingCentral message for new GoHighLevel task
02
Send message from RingCentral for new message received in WhatsApp
03
Send message from Telegram for new message received in RingCentral
04
Create GoHighLevel note for new RingCentral message
05
Send message from RingCentral for new sms received in Twilio
06
Send RingCentral message for new Stripe charge
07
Send message from Zoho Cliq for new message received in RingCentral
08
Create Smartsheet row for new message received in RingCentral
09
Send RingCentral message for new tawk.to chat
10
Send RingCentral message for new Survey Monkey survey response
Most popular
01
Send RingCentral message for new GoHighLevel task
02
Send message from RingCentral for new message received in WhatsApp
03
Send message from Telegram for new message received in RingCentral
04
Create GoHighLevel note for new RingCentral message
05
Send message from RingCentral for new sms received in Twilio
06
Send RingCentral message for new Stripe charge
07
Send message from Zoho Cliq for new message received in RingCentral
08
Create Smartsheet row for new message received in RingCentral
09
Send RingCentral message for new tawk.to chat
10
Send RingCentral message for new Survey Monkey survey response
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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You Can Also Connect Pipedrive or RingCentral With 1400+ Other Apps
Pipedrive
Pipedrive is a CRM software that helps you organize your sales, marketing, and customer relationships in one place. You can then use this information to stay on top of your leads and expand your business.
RingCentral
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.
