RingCentral + Zendesk Sell

Log new Ringcentral text messages as a note in Zendesk Sell

Keeping up-to-date records of your clients and customers is essential to building relationships, Use this handy integration to build those records automatically. After you set it up, Zapier will log new RingCentral text messages as a note on a person contact, matching by person name.

Keeping up-to-date records of your clients and customers is essential to building relationships, Use this handy integration to build those records automatically. After you set it up, Zapier will log new RingCentral text messages as a note on a person contact, matching by person name.

  1. When this happens...
    RingCentralRingCentral
    New SMS (Deprecated)

    Triggers when there is a new SMS sent or received.

    TriggerScheduled
  2. automatically do this...
    Zendesk SellZendesk Sell
    Find Contact

    Finds a contact by Contact ID, name or email address.

    ActionSearch
  3. then do this!
    Zendesk SellZendesk Sell
    Create Note

    Creates a new note for an existing lead, contact or deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Description

    • ViewRequired

    • Phone Number

    • Extension Number

    • Direction

    • Recording Type

    • Missed Calls Filter

    • Results

    • Delay By

    Trigger
    Scheduled
    Try It
  • RingCentral triggers, actions, and search

    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
    Scheduled
    Try It
    • Type

    • StatusRequired

    Trigger
    Instant
    Try It
  • RingCentral triggers, actions, and search

    Call Ended

    Triggers when a call has been ended.

    Trigger
    Instant
    Try It
  • RingCentral triggers, actions, and search

    Missed Call

    Triggers when there is a new missed call.

    Trigger
    Instant
    Try It
    • Type

    Trigger
    Instant
    Try It
  • RingCentral triggers, actions, and search

    New Voicemail

    Triggers when there is a new incoming voicemail.

    Trigger
    Instant
    Try It
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
zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Related categories

  • CRM (Customer Relationship Management)

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