Integrations RingCentral Unifyy CRM
RingCentral + Unifyy CRM

Connect RingCentral and Unifyy CRM to Build Intelligent Automations

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Unifyy CRM

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Frequently Asked Questions

How do I start an integration between RingCentral and Unifyy CRM?

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

Can we customize how data from RingCentral is recorded in Unifyy CRM?

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

How often does the data sync between RingCentral and Unifyy CRM?

The data sync between RingCentral and Unifyy CRM 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 RingCentral to Unifyy CRM?

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 RingCentral and Unifyy CRM?

Yes, you can set conditional logic to control the flow of data between RingCentral and Unifyy CRM. 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.

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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Unifyy CRM

About Unifyy CRM

Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!

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