Create tasks in Wealthbox CRM for new missed calls in RingCentral
Easily keep track of missed calls from RingCentral in your Wealthbox CRM by transforming them into tasks. With this workflow, every missed call in RingCentral will be converted into a task in Wealthbox, ensuring no important calls slip through the cracks. It makes your call management efficient and your follow-up process far more streamlined.
Easily keep track of missed calls from RingCentral in your Wealthbox CRM by transforming them into tasks. With this workflow, every missed call in RingCentral will be converted into a task in Wealthbox, ensuring no important calls slip through the cracks. It makes your call management efficient and your follow-up process far more streamlined.
- When this happens...Missed Call
Triggers when there is a new missed call.
- automatically do this!Create Task
Creates a new task.
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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.