Integrate Upsales with RingCentral

Send information between Upsales and RingCentral automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Trigger an SMS notification via RingCentral when a new booking is made in Upsales

Provide customers with immediate confirmation of their booking for enhanced clarity. This flow will send a text message from RingCentral following a new booking in Upsales.

How it works
  1. The flow triggers when a new appointment is created in Upsales.
  2. Zoho Flow sends a new SMS to the specified phone number in RingCentral.
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Trigger an SMS notification via RingCentral when a new booking is made in Upsales

Upsales + RingCentral

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Dispatch a welcome message in RingCentral for newly created contacts in Upsales

Nurture new CRM contacts with automated welcome emails. This flow will trigger a welcome email in RingCentral whenever a new contact is added in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow sends a new SMS to the specified phone number in RingCentral.
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Dispatch a welcome message in RingCentral for newly created contacts in Upsales

Upsales + RingCentral

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Create a contact in RingCentral each time a contact is created in Upsales

Keep your cloud telephony platform's contact information updated for smooth and efficient customer interactions. This flow will add a new contact in RingCentral for every new contact created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates a new contact in RingCentral.
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Create a contact in RingCentral each time a contact is created in Upsales

Upsales + RingCentral

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Add a new contact in RingCentral whenever a new contact is added in Upsales

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in RingCentral whenever a new contact is added in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  2. Zoho Flow creates a new contact in RingCentral.
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Add a new contact in RingCentral whenever a new contact is added in Upsales

Upsales + RingCentral

Build your own integrations between Upsales and RingCentral

Connect Upsales and RingCentral with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Upsales and RingCentral using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Activity created

Triggers when a new activity is created

Product created

Triggers when a new product is created

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Appointment created

Triggers when a new appointment is created

Opportunity created

Triggers when a new opportunity is created

Order created

Triggers when a new order is created

Event created

Triggers when a new event is created

New SMS

Triggers when a new SMS is sent or received

New team chat

Triggers when a new team chat is created

Call missed

Triggers when a call is missed

Call recorded

Triggers when a call is recorded

New call

Triggers when a new call is initiated or received

Call answered

Trigger when a call is answered

Call disconnected

Triggers when a call is ended

New voicemail

Triggers when a new voicemail is sent or received

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create product

Creates a new product

Create order

Creates a new order

Create activity

Creates a new activity

Create contact

Creates a new contact

Create appointment

Creates a new appointment

Create team message

Creates a new team message

Initiate ring-out call

Initiates a two-legged ring-out call based on the specified caller and callee phone number

Send SMS

Sends a new SMS to the specified phone number

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Block or allow phone number

Updates the blocked or allowed phone number list with the specified phone number

Fetch ring-out call status

Fetches the status of a 2-legged ring-out call

Fetch contact

Fetches the details of an existing contact

Fetch call by session ID

Fetches the details of an existing call by session ID

Fetch extension

Fetches the details of the existing extension

Fetch call by ID

Fetches the details of an existing call by ID

Fetch user

Fetches the details of an existing user

Fetch message by ID

Fetches the details of an existing message record by message ID

Fetch call record by ID

Fetches the details of an existing call record by ID

What is Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

What is RingCentral?

RingCentral is a cloud-based communication system that helps you better serve your customers with all-in-one cloud phone, video conferencing, team messaging, contact center and more.

Phone/SMS

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.

Sean Rivers

Platform Evangelist, Relay Inc.

Zoho Flow has helped us save close to 3,500 hours per year and increased our revenue by over half a million euros per year across all selling channels. Its versatility and limitless capabilities ensured we can run complex workflows and automate our business without increasing labor costs. Their custom functions are a game changer for us and it ensures all our data is in sync across all the systems.

Ferdinando Ploschberger

Business Controller & Process Transformation Manager, Innoliving

Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.

Greg Szabo

Operations Manager, Revenue Ranch

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