Integrate Wealthbox CRM with RingCentral to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

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

Select a trigger from Wealthbox CRM

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

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 Wealthbox CRM to RingCentral

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

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Set up your first integration

Quickly connect Wealthbox CRM to RingCentral with a Zapier template.

Our most popular template

Create new Wealthbox CRM notes from new sms/mms received in RingCentral
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RingCentral + Wealthbox CRM
Create new tasks in Wealthbox CRM when calls end in RingCentral
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RingCentral + Wealthbox CRM
Create tasks in Wealthbox CRM for new voicemails in RingCentral
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RingCentral + Wealthbox CRM

Create new Wealthbox CRM notes from new sms/mms received in RingCentral

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RingCentral + Wealthbox CRM

Create new tasks in Wealthbox CRM when calls end in RingCentral

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RingCentral + Wealthbox CRM

Create tasks in Wealthbox CRM for new voicemails in RingCentral

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RingCentral + Wealthbox CRM

Make work flow with AI

Level up your Wealthbox CRM 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 Wealthbox CRM + RingCentral integrations

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

Can I integrate RingCentral with Wealthbox CRM?

Yes, you can integrate RingCentral with Wealthbox CRM using our platform. This integration allows you to streamline communication and client management by setting up automated workflows between the two services.

What triggers are available when integrating RingCentral with Wealthbox CRM?

When integrating RingCentral with Wealthbox CRM, you can set up triggers such as 'New Call', 'New Voicemail', and 'Missed Call' to automate actions in Wealthbox CRM. These triggers help keep your client records updated with the latest communication activities.

What actions can be performed in Wealthbox CRM using RingCentral triggers?

Using triggers from RingCentral like 'New Call' or 'Voicemail Received', you can perform actions in Wealthbox CRM such as creating or updating contact records, adding notes, or even creating tasks related to follow-up activities. This helps keep your team organized and responsive.

Is it possible to receive notifications in Wealthbox CRM for new voicemails from RingCentral?

Yes, by setting up the appropriate trigger, you can receive alerts or tasks created within Wealthbox CRM whenever a new voicemail is received in RingCentral. This ensures that important communications are not missed.

How can I track missed calls from RingCentral in Wealthbox CRM?

You can configure workflows so that every missed call in RingCentral automatically creates an entry or task in Wealthbox CRM. This helps ensure no missed communication goes unnoticed and enables timely follow-ups.

Do I need any technical skills to set up the integration between RingCentral and Wealthbox CRM?

No technical skills are required to set up the integration between RingCentral and Wealthbox CRM on our platform. We provide an intuitive interface where you can easily choose your desired triggers and actions without any coding knowledge.

Can existing client data from Wealthbox CRM be used during calls through RingCentral?

By configuring the integration correctly, incoming calls through RingCentral can prompt displays of relevant existing client data from Wealthbox CRM on your device, enabling informed conversations without switching platforms.

Connect Wealthbox CRM 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.

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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.

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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.

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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.

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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.

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Connect Wealthbox CRM and RingCentral to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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 Comment
Triggers when a new comment is created.
Trigger
Instant
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New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
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- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write

- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Street Address Type
Action
Write
- Category
- Member
  Required
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Related Contact
- Label
Action
Write
- Email Address
- Name
  Required
- Phone Number
- Member
  Required
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
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
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- Type
Trigger
Instant
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New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
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- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email Address
- 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 Address
- 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

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Member
  Required
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
- Organizer
Action
Write
- Name
  Required
- Type
- Tags
- Email Address
- Street Address Type
- Primary Street Address
Action
Write
- Email Address
- Name
  Required
- Phone Number
- Member
  Required
- Type
Action
Search
- Description
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Scheduled
Try It
Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Trigger
Instant
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- Delay By
Trigger
Scheduled
Try It
- Type
- Status
  Required
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
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

Learn how to automate Wealthbox CRM on the Zapier blog

Learn how to automate RingCentral on the Zapier blog

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Integrate Wealthbox CRM with RingCentral to automate your work

How Zapier works

Select a trigger from Wealthbox CRM

Setup an action from RingCentral

That’s it! You just connected Wealthbox CRM to RingCentral

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

Set up your first integration

Create new Wealthbox CRM notes from new sms/mms received in RingCentral

Create new tasks in Wealthbox CRM when calls end in RingCentral

Create tasks in Wealthbox CRM for new voicemails in RingCentral

Create new Wealthbox CRM notes from new sms/mms received in RingCentral

Create new tasks in Wealthbox CRM when calls end in RingCentral

Create tasks in Wealthbox CRM for new voicemails in RingCentral

Make work flow with AI

Frequently Asked Questions about Wealthbox CRM + RingCentral integrations

Connect Wealthbox CRM 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

Connect Wealthbox CRM and RingCentral to unlock the power of automation

Supported triggers and actions

Learn how to automate Wealthbox CRM on the Zapier blog

Learn how to automate RingCentral on the Zapier blog

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