LeadConnector + RingCentral
Create RingCentral video meetings when stages change in LeadConnector pipeline
Stay on top of your sales cycle with this integrated workflow between LeadConnector and RingCentral. Whenever there's a status change in your sales pipeline within LeadConnector, it triggers a new video meeting creation in RingCentral. This effective automation ensures you're always prepared and timely in converting your leads into clientele, enriching your communication process, and maintaining uniformity across both platforms.
Stay on top of your sales cycle with this integrated workflow between LeadConnector and RingCentral. Whenever there's a status change in your sales pipeline within LeadConnector, it triggers a new video meeting creation in RingCentral. This effective automation ensures you're always prepared and timely in converting your leads into clientele, enriching your communication process, and maintaining uniformity across both platforms.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Video Meeting
Creates an instant video meeting. Pair with an additional action to retrieve Join URI from the current action.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Description
ViewRequired
Phone Number
Extension Number
Direction
Recording Type
Missed Calls Filter
Results
Delay By
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Call Ended
Triggers when a call has been ended.
Try It
