Chatra + RingCentral Integration

Integrate Chatra to RingCentral in one click, or tell Integrately AI how you want each conversation handled. Log chat details, create contacts, send follow-up texts, and notify your team instantly.

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1.
  • Chatra
    Conversation is started in Chatra Instant
  • Chatra
    Message is received in Chatra Instant
  • Chatra
    Chat is finished in Chatra Instant
  • RingCentral
    Call is recorded in RingCentral
  • RingCentral
    SMS is received in RingCentral Instant
  • RingCentral
    Call is missed in RingCentral Instant
  • RingCentral
    Call is received in RingCentral Instant
  • RingCentral
    Voicemail received in RingCentral Instant
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2.
  • RingCentral
    Create contact in RingCentral
  • RingCentral
    Send SMS in RingCentral
  • RingCentral
    Generate Ringout Call in RingCentral
  • RingCentral
    Search User in RingCentral

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Ready Workflows Ready Workflows for Chatra + RingCentral Integration

Capture leads, log interactions, send follow-up texts, and keep contacts updated, all in just one click.

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Chatra + RingCentral Integration

Send message from RingCentral for new message received in Chatra

There are many reasons why you would want to send an message in RingCentral when a text message is received in Chatra.

Perhaps you want to respond to the customer quickly and don't have time to type out a response on your phone. Maybe you want to keep all customer communication in one place, or perhaps you just want an extra layer of security by sending confidential information via message instead of message.

No matter what your reason, setting up message notifications for incoming message is easy and can be done in just a few minutes. Give it a try today!
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Connect more apps to your Chatra + RingCentral flow

Bring live chat data into your CRM, alert your support teams, and keep your communication channels updated. Pick a combination and activate it in one click.

Chatra
RingCentral
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SalesforceSalesforce (8)
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ZendeskZendesk (8)
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HubspotHubspot (8)
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PipedrivePipedrive (8)
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SlackSlack (8)
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GmailGmail (8)
C
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Add every Chatra conversation to RingCentral, and create a contact in Salesforce
New Chatra conversations instantly create a contact in RingCentral and a corresponding contact in Salesforce, so your sales reps never have to copy details by hand.
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Log every Chatra message in RingCentral, and create a support task in Salesforce
Incoming Chatra messages trigger an SMS in RingCentral and open a new task in Salesforce for your support team.
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When a Chatra chat finishes, update the contact in RingCentral and update Salesforce
Finished chats update your RingCentral contact records and refresh Salesforce automatically.
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When a Chatra conversation starts, search RingCentral for the user and create a lead in Salesforce
New chats check RingCentral user directories and automatically generate a new lead in Salesforce.
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If a Chatra message is about sales, send a RingCentral SMS and create a Salesforce lead
Chatra messages mentioning sales trigger a RingCentral SMS and a new Salesforce lead.
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When a Chatra chat finishes, generate a Ringout call in RingCentral and update Salesforce
Completed chats trigger a Ringout call in RingCentral and update the record in Salesforce.
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Use Claude to summarise Chatra conversations, update RingCentral, and create Salesforce records
Claude summarises new Chatra chats before updating RingCentral and adding records to Salesforce.
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Turn Chatra chats into RingCentral contacts, Salesforce records, and Slack team alerts
Every Chatra conversation populates RingCentral and Salesforce while notifying your team in Slack.

Supported triggers and actions for Chatra and RingCentral

Mix and match to build the exact automation you need

Chatra
Chatra Triggers & Actions
Instant
Conversation is started in Chatra
Triggers the automation when a new conversation is initiated
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Instant
Message is received in Chatra
Triggers the automation when a new message is received
Try it →
Instant
Chat is finished in Chatra
Triggers the automation when a chat is marked as complete
Try it →
No action is available
RingCentral
RingCentral Triggers & Actions
Call is recorded in RingCentral
Triggers the automation when a call is recorded
Try it →
Instant
SMS is received in RingCentral
Triggers the automation when a new text message is received
Try it →
Instant
Call is missed in RingCentral
Triggers the automation when a call is missed
Try it →
Instant
Call is received in RingCentral
Triggers the automation when a call is received
Try it →
Instant
Voicemail received in RingCentral
Triggers the automation when a voicemail is received
Try it →
Create contact in RingCentral
Adds a new contact to the RingCentral app
Try it →
Send SMS in RingCentral
Sends a text message to particular recipients
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Generate Ringout Call in RingCentral
Initiates a phone call and connect two parties for a ringout conversation
Try it →
Search User in RingCentral
Searches for a user
Try it →

What can you automate with Chatra + RingCentral?

Streamline your visitor engagement and communication workflows by connecting live chat events directly to your phone and messaging systems.

What you can automate?
📞
Create RingCentral contacts from Chatra chats
Automatically generate a new contact in RingCentral the moment a conversation is started in Chatra. Eliminate manual data entry and ensure your phone directory is always up to date.
💬
Send SMS alerts for incoming chat messages
Trigger instant text messages in RingCentral whenever a new message is received in Chatra. Keep your mobile team informed of urgent customer inquiries in real time.
🔔
Alert your team instantly on new chats
Notify your staff in messaging tools or via SMS as soon as a website visitor starts a conversation. Ensure rapid response times for every high-value prospect.
🔀
Route chats based on submitted visitor details
Send different SMS alerts or create distinct records depending on the information submitted by visitors in Chatra. Customise your workflows for sales versus support.
🔄
Keep contact records updated as chats progress
Automatically update RingCentral contact details and records as customer conversations evolve from initial greeting to final resolution.
🛡️
Prevent duplicate records across systems
Search existing RingCentral users before creating new contacts, ensuring clean databases and preventing duplicate entries for returning website visitors.
⏱️
Trigger Ringout calls upon chat completion
Automatically generate a Ringout call in RingCentral the moment a chat is finished in Chatra, allowing agents to follow up by phone while the context is fresh.
🔌
Extend your workflow to external CRM tools
Connect your Chatra and RingCentral automation to platforms like HubSpot, Salesforce, or Zendesk to sync customer data across your entire software stack.
And much more...

Who is Chatra + RingCentral integration for?

Connecting Chatra and RingCentral empowers support and sales teams to capture visitor interactions and instantly trigger phone or text follow-ups without manual data entry.

Performance marketers
Performance marketers
Support team leads
Support team leads
Account managers
Account managers
High volume sales teams
High volume sales teams
Sales reps
Sales reps
Customer success teams
Customer success teams
📈
Performance marketers
You're reviewing chat logs in Chatra to track visitor engagement, but your reporting sheet only updates when someone manually exports records, so the conversation counts you're optimising against are always a few hours behind — with this integration, every new chat session triggers automated records and your data stays current.
⚡
Support team leads
You manage live website inquiries in Chatra but discover missed messages too late because notifications are siloed from your phone system, leaving visitors waiting for answers — automating both apps means every incoming message immediately triggers phone alerts and your response times drop.
📊
Account managers
You answer to clients who want immediate proof of visitor engagement and rapid phone follow-ups, but compiling chat logs and call records by hand takes hours every week — connecting these apps means interaction data flows straight into your tracking systems and your clients see progress instantly.
📈
High volume sales teams
You process hundreds of website chats daily in Chatra while trying to initiate timely phone calls, but the manual handoff creates backlogs that let hot leads slip away — automating both apps means every chat submission instantly creates contacts and call triggers so nothing is missed.
🤝
Sales reps
You depend on upstream website chats in Chatra to initiate phone calls and text follow-ups, but waiting for manual lead handoffs delays your outreach and hurts conversion rates — with this integration, contact details appear in your calling tools the moment a chat starts and you can act immediately.
🗂️
Customer success teams
You need a reliable history of every visitor interaction across chat and phone, but manual logging leaves gaps in your customer timeline and obscures past support history — connecting these apps means every conversation and call is logged automatically for a complete record.
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Why choose Integrately to automate Chatra + RingCentral

Build and manage your Chatra + RingCentral automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Chatra + RingCentral with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatra to RingCentral?
Frequently Asked Questions
You can connect Chatra to RingCentral in 1 click using ready-made workflows on Integrately, or use Integrately AI to build your custom setup. You can also integrate apps like Salesforce, Zendesk, and HubSpot seamlessly.
Can I automatically create a RingCentral contact when a chat starts in Chatra?
Frequently Asked Questions
Can I connect Chatra, RingCentral, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatra and RingCentral?
Frequently Asked Questions
How are chat messages handled between Chatra and RingCentral?
Frequently Asked Questions
Can I trigger Ringout calls when a chat finishes in Chatra?
Frequently Asked Questions
Do I need coding skills to automate Chatra and RingCentral?
Frequently Asked Questions
Is the Chatra and RingCentral integration free?
Frequently Asked Questions
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You Can Also Connect Chatra or RingCentral With 1500+ Other Apps

Chatra
Popular Chatra Integrations
Connect Chatra to CRMs, helpdesk systems, and messaging tools to capture and manage every website visitor inquiry.
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RingCentral
Popular RingCentral Integrations
Sync RingCentral with calendar, email, and productivity tools to keep communication records working across your stack.
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No popular apps found