Connect Membrain and RingCentral to Build Intelligent Automations

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Membrain

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RingCentral

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when a new activity is created.

Prospect Disqualified

Prospect Disqualified

Triggers when a prospect has been disqualified.

Prospect Moved to Stage

Prospect Moved to Stage

Triggers when a prospect is moved to a specific stage.

Sales Project Archives

Sales Project Archives

Triggers when a sales project is archived.

New Sales Project

New Sales Project

Triggers when a new sales project is created.

Sales Project Won

Sales Project Won

Triggers when a sales project is won.

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Do thisActions

Action is the task that follows automatically within your Membrain integrations.

Create Company

Create Company

Creates a new company

Create Contact

Create Contact

Creates a new contact.

Create Prospect

Create Prospect

Creates a new prospect.

Create Activity

Create Activity

Creates a new activity.

Create Sales Project

Create Sales Project

Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.

Generate Ringout Call

Generate Ringout Call

Starts a 2-legged RingOutCall based on specified from and to numbers.

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Frequently Asked Questions

How do I start an integration between Membrain and RingCentral?

To start, connect both your Membrain and RingCentral accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in RingCentral (or vice versa).

Can we customize how data from Membrain is recorded in RingCentral?

Absolutely. You can customize how Membrain data is recorded in RingCentral. This includes choosing which data fields go into which fields of RingCentral, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Membrain and RingCentral?

The data sync between Membrain and RingCentral typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Membrain to RingCentral?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Membrain and RingCentral?

Yes, you can set conditional logic to control the flow of data between Membrain and RingCentral. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Membrain

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

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RingCentral

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.

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