Send RingCentral message for new Pipefy card
Pipefy + RingCentral Integration
Pipefy + RingCentral Integration
Integrate Pipefy to RingCentral in one click, or tell Integrately AI how you want each card handled. Log calls, send text updates, trigger follow-ups, and update your workflows automatically.
Free forever.Use premium features free for 14 days.1.
Card is created in Pipefy Instant- Card is moved in Pipefy Instant
- Card field is updated in Pipefy Instant
- Card is completed in Pipefy Instant
- Card gets late in Pipefy Instant
- Card is expired in Pipefy Instant
- Card becomes overdue in Pipefy 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.
- Update card field in Pipefy
- Create card in Pipefy
- Search card in Pipefy
- Create contact in RingCentral
- Send SMS in RingCentral
- Generate Ringout Call in RingCentral
- Search User in RingCentral
Trusted by experts at...
Ready Workflows for Pipefy + RingCentral Integration
Send text messages for new cards, create contacts from missed calls, update workflow fields, and notify your team, all in just one click.
Most popular automation
Create Pipefy card for new RingCentral message
message can be a great way to keep organized and on top of your tasks, but it can also be difficult to keep track of all the messages you receive. Also what do you do when you receive a message that requires a card to be created?
Simple. Use this RingCentral and Pipefy automation to create a card in Pipefy for the task so that it is easily trackable and doesn't get lost in your inbox. Set up this process so that you can start getting organized with your tasks today.
See moreSimple. Use this RingCentral and Pipefy automation to create a card in Pipefy for the task so that it is easily trackable and doesn't get lost in your inbox. Set up this process so that you can start getting organized with your tasks today.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Pipefy + RingCentral flow
Sync customer records, schedule follow-up meetings, alert your team in chat, and log documents across your entire toolstack. Pick a combination and activate it in one click.
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Salesforce (3)
Salesforce (3) +
HubSpot (3)
HubSpot (3) +
Calendly (3)
Calendly (3) +
Slack (3)
Slack (3) +
Google Drive (3)
Google Drive (3) +
Gmail (3)
Gmail (3) P
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Create a Salesforce contact when a card is created in Pipefy, and send an SMS in RingCentral
Pipefy cards automatically generate Salesforce contacts and trigger RingCentral text messages, keeping your CRM and communication channels aligned.
P
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Update a Pipefy card field when a Salesforce record changes, and log the update via RingCentral SMS
Salesforce updates flow back into Pipefy workflow fields while RingCentral sends an SMS alert to keep teams aligned.
R
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Search for a Salesforce contact when a RingCentral call is recorded, and update the matching Pipefy card
RingCentral call recordings prompt a Salesforce contact search and update your active Pipefy workflow cards.
Supported triggers and actions for Pipefy and RingCentral
Mix and match to build the exact automation you need
Pipefy Triggers & Actions
Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
Try it → Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
Try it → Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
Try it → Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
Try it → What can you automate with Pipefy + RingCentral?
Connect your workflow operations with unified communications to eliminate manual handoffs and keep every team member aligned.
🔄
Sync Pipefy cards with RingCentral calls
Automatically trigger communications and update workflow records the moment a card is created or a call is recorded.
📋
Capture every submitted workflow field
Map all available Pipefy card fields into RingCentral SMS messages and contact records instead of just basic names.
🔔
Alert the right person instantly
Notify team members via RingCentral text messages as soon as urgent cards are created or updated.
🔀
Route communications based on card fields
Send different SMS notifications or trigger specific Ringout calls depending on the status or priority of your Pipefy cards.
📈
Keep workflow destinations up to date
Ensure every card status change and call record reflects accurately across both platforms without manual intervention.
🔍
Search and update instead of duplicating
Look up existing contacts and cards before performing actions to maintain clean and organized databases.
⏱️
Handle overdue and completed tasks
Trigger automated text messages when cards are completed, become overdue, or get delayed in your operational workflows.
🔌
Extend your workflow to Slack
Connect Pipefy and RingCentral workflows with Slack to broadcast team notifications and streamline internal collaboration.
And much more...
Who is Pipefy + RingCentral integration for?
Operations managers, sales reps, and customer support leads eliminate manual data entry, streamline communication handoffs, and keep their workflows synchronized.
Operations Managers
Customer Support Leads
Client Success Directors
Sales Operations Teams
Project Coordinators
Quality Assurance Leads
📈
Operations Managers
You're tracking process bottlenecks across your organization, but your workflow boards only update when someone manually logs calls or exports data, so your metrics are always hours behind — with this integration, every activity flows across your tools instantly and your reporting stays current.
⚡
Customer Support Leads
You manage incoming client inquiries and urgent tickets, but team members miss critical updates because phone logs and project boards are disconnected — with this integration, every customer interaction triggers instant card updates and text notifications.
🤝
Client Success Directors
You answer to stakeholders who want immediate visibility into project milestones, but compiling status reports requires constant manual cross-referencing — with this integration, every milestone update synchronizes automatically across your communication and workflow platforms.
📊
Sales Operations Teams
You handle high volumes of incoming prospect leads, but manual data entry between your phone system and workflow boards causes severe delays — with this integration, every call recording and text message creates structured records instantly.
🔄
Project Coordinators
You own the next execution step in active workflows and depend on upstream teams to hand over task details, but communication gaps stall progress — with this integration, every card creation and status change triggers instant team alerts.
🛡️
Quality Assurance Leads
You need a reliable history of client calls and task progression for auditing, but manual logging leaves major gaps in your logs — with this integration, every communication event and workflow change is captured permanently.
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 Pipefy + RingCentral
Build and manage your Pipefy + RingCentral automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Pipefy + RingCentral with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Pipefy + RingCentral Now 
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Frequently Asked Questions
How do I connect Pipefy to RingCentral?
You can connect Pipefy to RingCentral instantly using 1-click workflows on Integrately. Choose from pre-built templates or ask Integrately AI to build your exact integration with tools like Slack, HubSpot, and Gmail.
Can I automatically send a RingCentral SMS when a Pipefy card is created?
Can I connect Pipefy, RingCentral, and Slack?
What is a good Zapier alternative for Pipefy and RingCentral?
How does Pipefy handle card field updates in automations?
Can RingCentral call recordings trigger updates in Pipefy?
Is it possible to automate Pipefy and RingCentral workflows without coding?
Is the Pipefy and RingCentral integration free?
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Want to automate something else in your workflow?
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