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Zoho CRM + RingCentral Integrations

Syncing Zoho CRM with RingCentral is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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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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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.

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How Zoho CRM & RingCentral Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick RingCentral as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zoho CRM to RingCentral.

    (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.

Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am