Redtail CRM + RingCentral

Create new activities in Redtail CRM from newly recorded call logs in RingCentral

Boost your efficiency with this powerful automation. When a new call log record occurs in RingCentral, it immediately generates a corresponding activity in Redtail CRM. This seamless workflow aids in maintaining an accurate customer call history, enabling you to stay on top of essential communication details and enhancing your customer relationship management.

Boost your efficiency with this powerful automation. When a new call log record occurs in RingCentral, it immediately generates a corresponding activity in Redtail CRM. This seamless workflow aids in maintaining an accurate customer call history, enabling you to stay on top of essential communication details and enhancing your customer relationship management.

  1. When this happens...
    RingCentralRingCentral
    New Call Log Record

    Triggers when there is a new call log record.

    TriggerScheduled
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Activity

    Creates a new activity in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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Related categories

  • CRM (Customer Relationship Management)

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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