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Zoho CRM + RingCentral Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and RingCentral

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. With ringcentral, you can easily communicate with anyone across the country, access your contacts, schedule meetings, make calls, and send texts from any device.

RingCentral Integrations
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Best Zoho CRM and RingCentral Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Zoho CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Zoho CRM + RingCentral in easier way

It's easy to connect Zoho CRM + RingCentral without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • Missed Call

    Triggers when there is a new missed call.

  • New Call Recording

    Triggers when a call has been recorded.

  • New SMS

    Trigger when new message received.

  • New Voicemail

    trigger when new voice mail received.

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Generate Ringout Call

    Starts a 2-legged RingOutCall based on specified from and to numbers.

  • Send SMS

    Sends a SMS message.

How Zoho CRM & RingCentral Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select RingCentral as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate RingCentral with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho CRM and RingCentral

Integration of Zoho CRM and RingCentral

Benefits of Integration of Zoho CRM and RingCentral

Introduction

Zoho is a cloud-based business management software that allows you to manage all the aspects of your business online or on your mobile devices. It is a complete suite for businesses small and large. It provides tops for CRM, Accounting, Sales, Marketing, HRM, Project Management, etc. One of the most popular tops in Zoho is Zoho CRM. Zoho CRM is a highly customizable top that gives you contrp over how your business is managed and provides you with reports about your business. With Zoho CRM, you can manage all kinds of information like email, customer details, contacts, transactions, etc. You can also synchronize your data with other applications like Google Apps, Salesforce, Outlook, Zendesk and RingCentral. You can also customize the look and feel of your Zoho CRM according to your choice. You get to choose from different themes or designs available. The best thing about Zoho CRM is that it is very easy to use and navigate. It is especially helpful for small businesses that need help to stay organized and be more productive. Since RingCentral is another cloud-based phone system, integrating it with Zoho CRM will make it even more powerful. Let’s see how integration could benefit your business.

RingCentral is a VoIP and cloud telephony service, which integrates seamlessly with Zoho CRM. It allows you to manage all communication channels from one place. With the help of RingCentral App, you can connect all your mobile phones with your RingCentral account so that all calls received on any device are handled by RingCentral. It has all the features needed to replace an on-premises PBX system - voicemail, faxing, desktop call recording and conferencing among its features. RingCentral makes it easy to transition from legacy hardware PBX systems to a fully hosted and managed cloud telephony spution without any interruption in services. The product comes with a free trial so that you can try it out before you buy it. So, there is no risk invpved in trying out this product.

RingCentral is compatible with some of the most commonly used chat/cplaboration apps like Cisco WebEx Meetings, Slack and Google Hangouts. This helps in increasing cplaboration and productivity as it eliminates the need for managing multiple apps which are not always compatible with each other. You can integrate RingCentral with Zoho CRM to get even better results for your business. For example, if someone calls you while you are working on something important in Zoho CRM, then you can just forward the call to RingCentral App on your mobile phone automatically. That means you don’t have to break your concentration on what you are doing just to pick up the phone to answer it. You can also forward incoming calls from RingCentral App (on your mobile phone. to anyone using the same app (or call them using the app itself. The beauty of this feature is that you can transfer calls from your mobile phone to someone else using the same app (even if they are not using RingCentral), which means you don’t have to leave your desk just to transfer a call to someone else to attend it or get back after finishing what you were doing. This way you can reduce the number of times you have to stop what you are doing to attend calls or transfers calls in general.

RingCentral also allows you to send SMS alerts from a mobile phone or PC through the same app. So, if someone leaves a voicemail on RingCentral for you or leaves a message on your RingCentral mailbox (to give you an update on something important), then you can easily know about it by getting an SMS alert on your mobile phone or PC about that message or voicemail without having to go through RingCentral App on your mobile phone or PC and check for yourself. This feature could be very helpful when you are out of office and want to get updates about messages or voicemails left for you back at the office or at home without having to wait till you get back there.

RingCentral App also allows you to record your calls so that they can be played later when needed. This way, if there is something important said during a call which needs to be heard again later (like a legal advice or advice from someone who knows more about something than you do), then you can just record the call and play it again later when necessary. Also, if there is something important said during a call which needs to be shared with someone else (which could be useful for future reference), then you can share or forward the recording of that call with others easily by sharing it via email or text message using the same app.

RingCentral also supports screen sharing which means that if you want to share information with another person without having to share physical access to your PC (for example, if someone wants to show you something on their PC which you cannot see from where you are sitting), then RingCentral App lets you share their screen directly (without them having to share their PC physically. and let them show you what they wanted to show without having to sit next to each other in order to share information. You can also use the screen sharing feature on your own PC (using RingCentral App. so that people can see what’s happening on your computer without actually being there physically or sharing physical access to your computer (that way they don’t have to log onto your computer physically. This feature could be very helpful if there is something happening on your computer that requires urgent attention but no one else is available right away (and which would require someone looking at your computer while it is happening. These examples show how handy RingCentral App is and how much time it could save for people who use it often.

In conclusion, integrating RingCentral with Zoho CRM would improve efficiency and productivity for businesses significantly while saving money since RingCentral comes with a free trial period before buying it. So, there is no risk invpved in trying out this product before end up buying it. This integration would make life easier for people who use both these products regularly either individually or together since they would not have to go through multiple apps just for simple tasks that could be performed using one app only (like transferring calls between multiple devices. We hope that this article has helped you understand why integrating RingCentral with Zoho CRM would be useful for businesses in general and has given you enough reasons why these two products should be integrated together for better results in future.

The process to integrate Zoho CRM and RingCentral may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.