Connect Pipedrive and RingCentral to unlock the power of automation

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Quickly connect Pipedrive to RingCentral with a Zapier template.

Our most popular template

Send RingCentral SMS messages for new Pipedrive deals reaching certain stages
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Pipedrive + RingCentral
Create RingCentral video meetings for new Pipedrive activities
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Pipedrive + RingCentral
Create notes in Pipedrive for new sms/mms received in RingCentral
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RingCentral + Pipedrive
Send RingCentral sms/mms each time Pipedrive deal stages are updated
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Pipedrive + RingCentral
Send sms/mms with RingCentral when deals are updated in Pipedrive
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Pipedrive + RingCentral
Send new Pipedrive notes as sms/mms through RingCentral
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Pipedrive + RingCentral

Send RingCentral SMS messages for new Pipedrive deals reaching certain stages

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Pipedrive + RingCentral

Create RingCentral video meetings for new Pipedrive activities

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Pipedrive + RingCentral

Create notes in Pipedrive for new sms/mms received in RingCentral

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RingCentral + Pipedrive

Send RingCentral sms/mms each time Pipedrive deal stages are updated

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Pipedrive + RingCentral

Send sms/mms with RingCentral when deals are updated in Pipedrive

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Pipedrive + RingCentral

Send new Pipedrive notes as sms/mms through RingCentral

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Pipedrive + RingCentral

Track new sms/mms in RingCentral by creating activities in Pipedrive
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RingCentral + Pipedrive
Track new RingCentral voicemails by creating activities in Pipedrive
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RingCentral + Pipedrive

How Zapier works

Zapier makes it easy to integrate Pipedrive with RingCentral - no code necessary. See how you can get setup in minutes.

Select a trigger from Pipedrive

A trigger is an event that starts your Zap and runs the workflow. For example, with Pipedrive, a trigger could be "New Activity."

A trigger is the event that kicks off your automated workflow.

Setup an action from RingCentral

An action is what takes place after the automation is triggered. For example, with RingCentral, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Pipedrive to RingCentral

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Pipedrive to RingCentral integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Pipedrive + RingCentral integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and RingCentral

How can I set up an integration between Pipedrive and RingCentral?

You can set up an integration between Pipedrive and RingCentral using our automation platform by creating 'Zaps'. This involves selecting a trigger event from either Pipedrive or RingCentral and then setting a corresponding action in the other app. For example, you might choose a new deal in Pipedrive as a trigger to send out an SMS via RingCentral.

What triggers are available in Pipedrive for integration with RingCentral?

In Pipedrive, you can use triggers such as 'New Deal', 'Updated Deal', or 'New Person'. These triggers can then set off actions in RingCentral, such as sending an SMS or placing a call.

Which actions can I perform in RingCentral through this integration?

With our service, you can perform numerous actions in RingCentral based on triggers from Pipedrive. For instance, when a deal is moved to a new stage in Pipedrive, it could initiate an automated phone call through RingCentral to update team members.

Is it possible to automate SMS notifications via RingCentral when there’s activity in Pipedrive?

Yes, by setting up the appropriate Zap, you can automate SMS notifications through RingCentral whenever there's new activity like updating a deal or adding a note in Pipedrive.

Can I use custom fields from Pipedrive in my automation with RingCentral?

Our platform supports using data from custom fields in Pipedrive when setting up integrations with RingCentral. This means you can tailor your triggers and actions based on the specific information that's important to your business.

Does your platform support two-way syncing between Pipedrive and RingCentral?

Currently, we support one-way syncing where actions are triggered by events occurring either in Pipedrive or RingCentral. Two-way syncing is not supported at this time, but you might achieve similar results by creating complementary one-way Zaps.

How do I troubleshoot if my integration between these apps isn’t working?

First ensure that all configurations for your Zap are correct. Check that both apps are properly connected and authenticated on our platform. You may view Zap history for errors or contact our support team for assistance if issues persist.

Connect Pipedrive and RingCentral to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Activity
Triggers when a new activity is created.
Trigger
Polling
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New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It

New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It

- Person_fields
Trigger
Instant
Try It
- Person
  Required
- Product
  Required
- Price
  Required
- Quantity
  Required
- Discount
- Discount Type
- Comments
- Enable product
- Tax_method
- Tax_percentage
Action
Write
- Title
  Required
- Creation Date
- Deal status
- Stage in pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Write
- Assign To
- Choose where to add the follower
  Required
Action
Write
- Content
  Required
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Pin note to organization
- Lead
- Pin note to lead
Action
Write
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Person
  Required
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Write
- Person
  Required
- Title
  Required
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Person
  Required
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Write
- Person
  Required
- Title
  Required
- Project_id
- Description
- Mark as done
- Due Date
- Assignee
Action
Write
- Subject
  Required
- Search Type
- Assign To
- Type
- Activity filter
  Required
- Mark as done
Action
Search
- Field to Search By
- Term to search for
  Required
- Search type
Action
Search
- Search type
Action
Search
- Person
  Required
Action
Search
- Search type
Action
Search
- Term to search for
  Required
Action
Search
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
Action
Search
- Field to search by
  Required
Action
Search
- Search type
- Title
  Required
- Creation Date
- Deal status
- Stage in pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search type
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Search or write
- Search type
- Name
  Required
- Owner
- Organization
- Email
- Phone
Action
Search or write
- Field to Search By
  Required
- Term to search for
  Required
- Exact Match
- Title
  Required
- Project Template
- Board ID
  Required
- Project Phase
  Required
- Description
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Search or write
Call Ended
Triggers when a call has been ended.
Trigger
Instant
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Missed Call
Triggers when there is a new missed call.
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
Try It
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
- Phone Number
Action
Write
- Phone Number To
  Required
- File
  Required
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- Lookup By
  Required
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write

- Activity filter
  Required
Trigger
Polling
Try It
- Activity filter
  Required
- Deal status
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- Activity filter
  Required
Trigger
Polling
Try It
- Activity filter
  Required
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Polling
Try It
- Person
  Required
- Label
  Required
Action
Write
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Write
- File
  Required
- File Name
  Required
- Deal
- Person
- Organization
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Name
  Required
- Owner
- Address
Action
Write
- Name
  Required
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Write
- Title
  Required
- Project_id
- Description
- Mark as done
- Due Date
- Assignee
- Parent Task
Action
Write
- Person
  Required
- Title
  Required
- Deal status
- Stage in pipeline
- Assign To
- Organization
- Person
- Value
- Currency
Action
Write
- Person
  Required
- Owner
- Name
  Required
- Address
Action
Write
- Person
  Required
- Title
  Required
- Board ID
  Required
- Project Phase
  Required
- Description
- Deal status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Search type
Action
Search
- Person
Action
Search
- Search type
Action
Search
- Search By
  Required
Action
Search
- Search type
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Term to search for
  Required
- Search type
- Assignee
- Project_id
- Mark as done
Action
Search
- Subject
  Required
- Search Type
- Assign To
- Type
- Activity filter
  Required
- Mark as done
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free or Busy
- Note
- Public description
Action
Search or write
- Field to Search By
- Term to search for
  Required
- Search type
- Title
  Required
- Creation Date
- Deal status
- Stage in pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search type
- Name
  Required
- Owner
- Address
Action
Search or write
- Term to search for
  Required
- Name
  Required
- Product Code
- Unit price
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Direct cost
- Overhead_cost
Action
Search or write
- Description
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Polling
Try It
Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Trigger
Instant
Try It
- Delay By
Trigger
Polling
Try It
- Type
- Deal status
Trigger
Instant
Try It
- Duration Unit
- Time Format
- Format
Trigger
Instant
Try It
- Name
  Required
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number From
  Required
- Caller ID
- Phone Number To
  Required
- Play Prompt
Action
Write
- Type
- Phone Number From
  Required
- Phone Number To
  Required
- Text
  Required
Action
Write
- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write

Learn how to automate Pipedrive on the Zapier blog

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more Help

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CRM (Customer Relationship Management)

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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

Connect Pipedrive to RingCentral on the world's largest no-code automation platform

Explore Pipedrive + RingCentral Integrations

mailerlite

Connect Pipedrive and RingCentral to unlock the power of automation

Set up your first integration

Send RingCentral SMS messages for new Pipedrive deals reaching certain stages

Create RingCentral video meetings for new Pipedrive activities

Create notes in Pipedrive for new sms/mms received in RingCentral

Send RingCentral sms/mms each time Pipedrive deal stages are updated

Send sms/mms with RingCentral when deals are updated in Pipedrive

Send new Pipedrive notes as sms/mms through RingCentral

Send RingCentral SMS messages for new Pipedrive deals reaching certain stages

Create RingCentral video meetings for new Pipedrive activities

Create notes in Pipedrive for new sms/mms received in RingCentral

Send RingCentral sms/mms each time Pipedrive deal stages are updated

Send sms/mms with RingCentral when deals are updated in Pipedrive

Send new Pipedrive notes as sms/mms through RingCentral

Track new sms/mms in RingCentral by creating activities in Pipedrive

Track new RingCentral voicemails by creating activities in Pipedrive

How Zapier works

Select a trigger from Pipedrive

Setup an action from RingCentral

That’s it! You just connected Pipedrive to RingCentral

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Pipedrive + RingCentral integrations

Connect Pipedrive and RingCentral to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Pipedrive on the Zapier blog

6 ways to automate Pipedrive with Zapier

Connect Pipedrive to RingCentral on the world's largest no-code automation platform

Explore Pipedrive + RingCentral Integrations

Explore Pipedrive + RingCentral Integrations