AgencyBloc + RingCentral

Create activities in AgencyBloc when new Outbound RingCentral calls end

Want a better way to track your contact engagement? Use this Zap to effortlessly create an AgencyBloc Activity to show a call has taken place in RingCentral with that contact. This integration will look up the contact via their phone number and automatically create an AgencyBloc Activity on their Individual record. You can mark that Activity “Complete” if closed or “In Progress” if you want to add notes or next steps.

Want a better way to track your contact engagement? Use this Zap to effortlessly create an AgencyBloc Activity to show a call has taken place in RingCentral with that contact. This integration will look up the contact via their phone number and automatically create an AgencyBloc Activity on their Individual record. You can mark that Activity “Complete” if closed or “In Progress” if you want to add notes or next steps.

  1. When this happens...
    RingCentralRingCentral
    Call Ended

    Triggers when a call has been ended.

    TriggerScheduled
  2. automatically do this...
    AgencyBlocAgencyBloc
    Get Individual by Phone Number and Name

    Finds An Individual by Phone Number and Name

    ActionSearch
  3. then do this!
    AgencyBlocAgencyBloc
    Create Activity

    Creates an Activity in AgencyBloc.

    ActionWrite
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Supported triggers and actions

What does this mean?
agencybloc logo
agencybloc logo

About AgencyBloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
Learn more

Related categories

  • Sales & CRM
ringcentral logo
ringcentral logo

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.
Learn more

Related categories

  • Phone & SMS