Teamwork CRM + RingCentral Integration

Integrate RingCentral to Teamwork CRM in one click, or tell Integrately AI how you want each contact handled. Log call records, create contacts and deals, update activities, and trigger follow-ups automatically.

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1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork 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.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork 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 RingCentral + Teamwork CRM Integration

Capture call recordings, create contacts, log activities, update deals, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Teamwork CRM + RingCentral Integration

Send RingCentral message for new Teamwork CRM contact

Anytime a new contact is added to your Teamwork 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 Teamwork CRM - RingCentral integration, you can rest assured that your new contact 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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Teamwork CRM + RingCentral Integration

Send RingCentral message for new Teamwork CRM deal

Whenever a new deal is created in your Teamwork 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 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 Teamwork CRM - RingCentral integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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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 RingCentral + Teamwork CRM flow

Connect supporting tools to handle notifications, scheduling, emails, and spreadsheet logs after your core workflow finishes. Pick a combination and activate it in one click.

Teamwork CRM
RingCentral
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
R
T
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When an SMS is received in RingCentral, create a contact in Teamwork CRM, and send an email notification in Gmail.
Incoming texts in RingCentral instantly generate new contacts in Teamwork CRM and trigger notification emails in Gmail.
R
T
G
When a call is recorded in RingCentral, create a note in Teamwork CRM, and email the call summary via Gmail.
Call recordings in RingCentral are logged as notes in Teamwork CRM with summary emails sent via Gmail.
T
R
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When a deal is created in Teamwork CRM, generate a Ringout Call in RingCentral, and send a confirmation email via Gmail.
New deals in Teamwork CRM trigger a Ringout Call in RingCentral and a confirmation email in Gmail.
R
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Use Claude to summarise every voicemail received in RingCentral, create an activity in Teamwork CRM, and email the brief via Gmail.
Voicemails in RingCentral are summarised by Claude, logged as activities in Teamwork CRM, and emailed via Gmail.

Supported triggers and actions for Teamwork CRM and RingCentral

Mix and match to build the exact automation you need

Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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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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What can you automate with RingCentral + Teamwork CRM?

Streamline your sales workflow by syncing call records, SMS messages, contacts, and deal updates between RingCentral and Teamwork CRM instantly.

What you can automate?
📞
Turn every recorded call into a CRM contact
Capture phone numbers and caller details from RingCentral calls and create new contact records in Teamwork CRM automatically without manual typing.
💬
Capture every SMS message into your pipeline
Map incoming text messages and voicemails from RingCentral straight into Teamwork CRM notes and activities for complete communication tracking.
⚡
Trigger instant outreach on new deals
Generate automated Ringout Calls in RingCentral the moment a new deal or contact is created in Teamwork CRM to accelerate sales velocity.
🔀
Route communications based on custom fields
Split your automated workflows depending on call outcomes, deal stages, or custom properties submitted in your communication channels.
🔄
Keep deal stages updated across both platforms
Synchronise status changes between RingCentral logs and Teamwork CRM pipelines so your entire team views the most accurate progress.
🔍
Prevent duplicate records with intelligent search
Search existing contacts and companies in Teamwork CRM before creating new entries, ensuring your database remains clean and organised.
📊
Handle later status changes and deal updates
Update deal stages and log follow-up activities in Teamwork CRM whenever customer engagement milestones occur in RingCentral.
🔗
Extend your workflow to Slack or Google Sheets
Connect additional apps like Slack or Google Sheets to your core RingCentral and Teamwork CRM flow for complete multi-step automation.
And much more...

Who is RingCentral + Teamwork CRM integration for?

Sales teams, account managers, and support leads rely on this integration to keep communication logs and pipeline data perfectly aligned without manual data entry.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Client Success Directors
Client Success Directors
Inside Sales Representatives
Inside Sales Representatives
Sales Development Reps
Sales Development Reps
Customer Support Leads
Customer Support Leads
📈
Sales Operations Managers
You're reviewing pipeline reports and communication logs every week, but your CRM data only updates when reps manually type call notes, so the conversion metrics you're reporting on are always outdated — with this integration, every call record and contact lands in Teamwork CRM instantly and your data stays current.
⚡
Account Executives
You need to reach out to inbound prospects immediately after an initial call, but your CRM takes hours to reflect new phone interactions, so leads go cold before you dial — with this integration, every recorded conversation automatically updates Teamwork CRM so you can follow up while interest is high.
🤝
Client Success Directors
You present client progress reports to stakeholders, but missing call logs and unrecorded voicemails create gaps in your history, so your updates lack complete context — with this integration, every RingCentral interaction logs directly into Teamwork CRM and your reporting is always thorough.
📞
Inside Sales Representatives
You're handling dozens of calls and text messages daily across multiple devices, but manually creating CRM records for each conversation eats up selling time, so your daily outreach volume suffers — with this integration, every SMS and call in RingCentral creates contacts in Teamwork CRM automatically.
🔄
Sales Development Reps
You depend on inbound leads being handed off instantly from communication tools into your pipeline, but manual entry delays handoffs, so prospective buyers wait too long for a response — with this integration, every customer interaction feeds straight into Teamwork CRM without delay.
📋
Customer Support Leads
You need a reliable audit trail of customer phone calls and voicemails for quality assurance, but manual logging leaves major gaps in your customer history, so recurring issues get missed — with this integration, every RingCentral event logs securely into Teamwork CRM for complete visibility.
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Why choose Integrately to automate Teamwork CRM + RingCentral

Build and manage your Teamwork 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 Teamwork 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.
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How Integrately Works?

1
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect RingCentral to Teamwork CRM?
Frequently Asked Questions
You can connect RingCentral to Teamwork CRM in 1 click using ready automation templates on Integrately or ask Integrately AI to build the automation and map the fields for you. It also connects seamlessly with Gmail, Slack, and Google Sheets.
Can I automatically sync my RingCentral call recordings to Teamwork CRM?
Frequently Asked Questions
Can I connect RingCentral, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for RingCentral and Teamwork CRM?
Frequently Asked Questions
How does RingCentral data get handled in Teamwork CRM?
Frequently Asked Questions
Can Teamwork CRM trigger actions in RingCentral?
Frequently Asked Questions
Do I need coding skills to automate RingCentral and Teamwork CRM?
Frequently Asked Questions
Is the RingCentral and Teamwork CRM integration free?
Frequently Asked Questions
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