AgencyZoom + RingCentral
Create notes in AgencyZoom from new call recordings in RingCentral
Boost your efficiency with this streamlined workflow. When a new call recording takes place in RingCentral, a corresponding note is instantly created in AgencyZoom. This automatic process enables you to easily keep track of important conversation details, improving overall communication within your team.
Boost your efficiency with this streamlined workflow. When a new call recording takes place in RingCentral, a corresponding note is instantly created in AgencyZoom. This automatic process enables you to easily keep track of important conversation details, improving overall communication within your team.
- When this happens...New Call Recording
Triggers when a call has been recorded.
- automatically do this!Create a Note
Create a note for a lead or a customer.
- Free forever for core features
- 14 day trial for premium features & apps
About AgencyZoom
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
Related categories
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.