RingCentral Integration with Revamp CRM
With RingCentral’s Revamp CRM integration, you can automatically create and/or update Revamp CRM
records as Calls are added through RingCentral. Keep your team informed, collaborate better and run workflows
RingCentral Integration Details
RingCentral is a great service,
This integration will help you Whenever you receive a new call in your RingCentral
How RingCentral Integration works, when a new call is created
You can configure Zapier to:
- Create a Contact in Revamp CRM with a tag ‘RingCentral’
- You can optionally create a dynamic segment for all contacts with ‘RingCentral’ tag
- Furthermore, automation can run on this segment to create a follow-up task.
- Create a Deal, based on your business model. As a result, each booking could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
What you need
- RingCentral account
- Revamp CRM account
- RingCentral is an award-winning cloud phone system designed to make business communications easier to set up and manage right from the get-go. business executives, agents, and investors can engage voice communications, organize business conferences, online meetings, and much more. With its cloud-based structuring, RingCentral eliminates the need for additional costs that come with a physical communication set up, like hardware, software, maintenance, training, space, operators, etc.
About Revamp CRM
- Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.