Close + RingCentral Integration

Q: Can I automatically log RingCentral calls in Close?

You can log every recorded RingCentral call straight into Close automatically. Choose a ready workflow or build the exact automation with Integrately AI.

Q: Can I connect Close, RingCentral, and Slack?

You can connect Close, RingCentral, and Slack together to sync telephony data and notify your team instantly. Integrately supports multi-step flows across Slack, Google Calendar, Calendly, and 1,500+ other apps.

Q: What is a good Zapier alternative for Close and RingCentral?

Most alternatives charge more and require complex setup, but Integrately offers 1-click automations and 24/5 live chat support for Close and RingCentral.

Q: How are call records and notes updated in Close?

You can update Close call records and contact notes automatically whenever a call is recorded in RingCentral. There is a ready template — start from the Close and RingCentral integration.

Q: Can I sync RingCentral SMS messages to Close leads?

You can sync incoming RingCentral SMS messages to Close lead records automatically. There is a ready template — start from the Close and RingCentral integration.

Q: Do I need coding skills to automate Close and RingCentral?

You do not need any coding skills to connect Close and RingCentral. Use ready templates or ask Integrately AI to build the automation for you.

Q: Is the Close and RingCentral integration free?

The Close and RingCentral integration is available on Integrately with a free forever plan. You can start automating your communication workflows instantly.

Integrate Close to RingCentral in one click, or tell Integrately AI how you want each call handled. Record calls, log activities, create leads, update contact notes, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Opportunity status change activity is updated in Close Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change activity is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close
Call is recorded in RingCentral
SMS is received in RingCentral Instant
Call is missed in RingCentral Instant
Call is received in RingCentral Instant
Voicemail received in RingCentral Instant

Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close
Create contact in RingCentral
Send SMS in RingCentral
Generate Ringout Call in RingCentral
Search User in RingCentral

Trusted by experts at...

Ready Workflows for Close + RingCentral Integration

Capture recorded calls, sync incoming SMS, update lead records, notify your team, and track follow-ups, all in just one click.

Send RingCentral message for new Close task

With this Close - RingCentral integration, whenever a new task is created in Close, message will be sent via RingCentral. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.

Activate

Send RingCentral message for new Close opportunity

Whenever a new opportunity is created in your Close, you'll want to communicate with your team to make sure everyone is on the same page. Sending RingCentral message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Close - RingCentral integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.

Activate

Create Close note for new RingCentral message

RingCentral + Close Integration

Activate

Send RingCentral message for new Close contact

Anytime a new contact is added to your Close, automatically send them a message through RingCentral letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Close - RingCentral integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!

Activate

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + RingCentral flow

Keep your CRM updated, alert your sales team, and trigger automated follow-ups across your entire stack. Pick a combination and activate it in one click.

Slack (8)

Google Calendar (8)

Calendly (8)

Gmail (8)

Stripe (8)

Asana (8)

Log every recorded RingCentral call in Close, and notify your sales channel in Slack

Recorded RingCentral calls appear in Close as call records instantly and your sales channel hears about it in Slack, so your team stays informed without manual logging.

Log incoming RingCentral SMS messages in Close, and alert your support team in Slack

Incoming RingCentral text messages appear in Close automatically and your support channel hears about it in Slack, eliminating missed customer messages.

When a new lead is created in Close, generate a Ringout call in RingCentral and notify your team in Slack

New Close leads trigger an instant Ringout call in RingCentral and notify your sales channel in Slack, accelerating your initial outreach.

Create a Close task for every missed RingCentral call, and alert your support channel in Slack

Missed RingCentral calls automatically create follow-up tasks in Close and notify your team in Slack so no prospect gets left behind.

If a RingCentral SMS contains urgent, create a priority lead in Close and alert your sales channel in Slack

Urgent RingCentral text messages automatically generate priority leads in Close and notify your sales channel in Slack for immediate attention.

When a RingCentral voicemail is received, log the note in Close and post the audio brief in Slack

RingCentral voicemails create detailed notes in Close automatically and your team hears about it in Slack, ensuring prompt callback handling.

Use Claude to summarise every recorded RingCentral call, save the summary in Close, and post the brief in Slack

Claude summarises recorded RingCentral calls before saving the notes in Close and posting the brief in Slack, giving your team instant conversation insights.

Turn every recorded RingCentral call into a Close call log, create a follow-up task in Asana, and announce it in Slack

Recorded RingCentral calls create Close logs, generate follow-up tasks in Asana, and trigger team announcements in Slack for seamless task handoff.

When a meeting is created in Close, schedule a calendar event in Google Calendar and generate a Ringout call in RingCentral

New meetings in Close create Google Calendar events automatically and trigger a Ringout call in RingCentral, ensuring your schedule and calls stay coordinated.

Log every recorded RingCentral call in Close, and add a follow-up reminder event in Google Calendar

Recorded RingCentral calls create call logs in Close and schedule reminder events in Google Calendar, keeping your follow-up schedule organized.

When a lead is created in Close, schedule an introductory call event in Google Calendar and send an SMS via RingCentral

New Close leads automatically schedule introductory calendar events in Google Calendar and trigger welcome SMS messages in RingCentral.

Create a Close task when a Google Calendar event is updated, and log the interaction in RingCentral

Google Calendar event updates automatically create follow-up tasks in Close and generate call records in RingCentral for seamless tracking.

If a RingCentral call is missed, schedule an urgent callback event in Google Calendar and create a task in Close

Missed RingCentral calls automatically schedule urgent callback events in Google Calendar and create priority tasks in Close.

When a RingCentral voicemail is received, create a Close note and schedule a review slot in Google Calendar

RingCentral voicemails create Close notes and schedule dedicated review slots in Google Calendar so voicemail triage is never overlooked.

Use Gemini to analyse meeting notes in Close, schedule follow-ups in Google Calendar, and trigger RingCentral SMS

Gemini analyses meeting notes in Close, schedules follow-up events in Google Calendar, and sends confirmation text messages via RingCentral.

Turn every recorded RingCentral call into a Close record, schedule a calendar follow-up, and create an Asana task

Recorded RingCentral calls create Close logs, schedule Google Calendar follow-ups, and generate project tasks in Asana for cross-functional alignment.

When a meeting is booked in Calendly, create a lead in Close and generate a Ringout call in RingCentral

Calendly bookings create Close leads automatically and trigger Ringout calls in RingCentral, bridging scheduling and immediate phone outreach.

Log recorded RingCentral calls in Close, and update meeting notes for upcoming Calendly bookings

Recorded RingCentral calls update Close contact histories and prepare detailed notes for your upcoming Calendly bookings.

When a Calendly meeting is scheduled, create a Close contact and send a welcome SMS via RingCentral

New Calendly bookings automatically create Close contacts and trigger welcome text messages via RingCentral.

Create a Close task when a Calendly booking occurs, and log communication history in RingCentral

Calendly bookings generate follow-up tasks in Close and update your RingCentral contact records seamlessly.

If a RingCentral call is missed, create a Calendly scheduling link task in Close for instant booking

Missed RingCentral calls automatically generate scheduling tasks in Close so leads receive quick booking links.

When a RingCentral SMS is received, log the text in Close and check upcoming Calendly appointments

Incoming RingCentral text messages log in Close and cross-reference your upcoming Calendly appointments for context.

Use ChatGPT to parse Calendly invite details, create a Close lead, and send a RingCentral SMS confirmation

ChatGPT parses Calendly invites, creates Close leads, and triggers RingCentral SMS confirmations automatically.

Turn Calendly bookings into Close leads, trigger RingCentral calls, and create Asana prep tasks

Calendly bookings create Close leads, initiate Ringout calls in RingCentral, and generate preparation tasks in Asana.

When an email is created in Close, send a confirmation notification and log the interaction in RingCentral

Close email creation triggers automated tracking and updates your RingCentral communication history seamlessly.

Log recorded RingCentral calls in Close, and send follow-up email drafts via Gmail

Recorded RingCentral calls update Close contact histories and trigger automated follow-up email drafts in Gmail.

When a lead is created in Close, send an introduction email via Gmail and trigger a Ringout call in RingCentral

New Close leads trigger introductory emails in Gmail and initiate Ringout calls in RingCentral for multi-channel outreach.

Create a Close task for missed RingCentral calls and send an alert email via Gmail

Missed RingCentral calls create follow-up tasks in Close and trigger alert emails in Gmail for rapid team notification.

If a RingCentral SMS is received, log the text in Close and send a confirmation email via Gmail

Incoming RingCentral text messages log in Close and trigger confirmation emails in Gmail automatically.

When a RingCentral voicemail is received, create a Close note and email the transcript via Gmail

RingCentral voicemails create Close notes and email transcripts via Gmail so stakeholders stay informed instantly.

Use OpenAI to draft email follow-ups after recorded RingCentral calls, save in Close, and send via Gmail

AI drafts follow-up emails after recorded RingCentral calls, logs them in Close, and sends them through Gmail.

Turn recorded RingCentral calls into Close logs, send Gmail confirmation emails, and create Asana tasks

Recorded RingCentral calls create Close logs, send Gmail confirmation emails, and generate Asana project tasks.

When a Stripe payment succeeds, create a won opportunity in Close and send a confirmation SMS via RingCentral

Stripe payment success creates won opportunities in Close and triggers confirmation text messages via RingCentral.

Log recorded RingCentral sales calls in Close, and check recent payment status in Stripe

Recorded RingCentral sales calls update Close records while verifying customer payment status in Stripe.

When a Stripe customer is created, create a corresponding contact in Close and trigger a Ringout call

New Stripe customers create Close contacts automatically and trigger Ringout calls in RingCentral for onboarding outreach.

Create a Close task when a Stripe payment fails, and log communication notes in RingCentral

Stripe payment failures automatically generate collection tasks in Close and update your RingCentral interaction history.

If a RingCentral call is missed from a billing contact, create a collection task in Close and log in Stripe

Missed RingCentral billing calls create collection tasks in Close and update customer status records.

When a RingCentral SMS is received regarding billing, log the text in Close and review Stripe invoices

Billing-related RingCentral SMS messages log in Close and cross-reference Stripe invoice records for accuracy.

Use GPT to analyse failed Stripe payments, create a Close task, and send a RingCentral collection SMS

AI analyses failed Stripe payments, creates Close collection tasks, and triggers RingCentral collection SMS messages.

Turn Stripe payment events into Close won deals, trigger RingCentral calls, and create Asana onboarding tasks

Stripe payment events create Close won deals, initiate RingCentral onboarding calls, and generate Asana project tasks.

When a task is completed in Asana, create a follow-up opportunity in Close and trigger a Ringout call in RingCentral

Completed Asana tasks create follow-up opportunities in Close and initiate Ringout calls in RingCentral to advance deals.

Log recorded RingCentral calls in Close, and create corresponding task items in Asana

Recorded RingCentral calls update Close contact histories and generate trackable task items in Asana.

When a new lead is created in Close, create an onboarding task in Asana and send a RingCentral SMS

New Close leads create onboarding tasks in Asana and trigger welcome SMS messages via RingCentral automatically.

Create a Close task when an Asana project is updated, and log communication notes in RingCentral

Asana project updates automatically create tasks in Close and update your RingCentral interaction history.

If a RingCentral call is missed, create an urgent task in Asana and log a note in Close

Missed RingCentral calls automatically generate urgent tasks in Asana and create follow-up notes in Close.

When a RingCentral voicemail is received, log in Close and assign an Asana review task

RingCentral voicemails create Close notes and assign dedicated review tasks in Asana for team follow-up.

Use Claude to summarise Asana project updates, log notes in Close, and trigger RingCentral SMS alerts

Claude summarises Asana project updates, creates Close notes, and sends RingCentral SMS alerts to stakeholders.

Turn recorded RingCentral calls into Close logs, create Asana project tasks, and send confirmation emails

Recorded RingCentral calls create Close logs, generate Asana project tasks, and trigger confirmation emails automatically.

Supported triggers and actions for Close and RingCentral

Mix and match to build the exact automation you need

Close Triggers & Actions

Instant

Opportunity status change activity is updated in Close

Triggers the automation when the status of any opportunity changes

Close + RingCentral Integration

Integrate Close to RingCentral in one click, or tell Integrately AI how you want each call handled. Record calls, log activities, create leads, update contact notes, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + RingCentral Integration

Capture recorded calls, sync incoming SMS, update lead records, notify your team, and track follow-ups, all in just one click.

Send RingCentral message for new Close task

Send RingCentral message for new Close opportunity

Create Close note for new RingCentral message

Send RingCentral message for new Close contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + RingCentral flow

Keep your CRM updated, alert your sales team, and trigger automated follow-ups across your entire stack. Pick a combination and activate it in one click.

Supported triggers and actions for Close and RingCentral

Mix and match to build the exact automation you need

What can you automate with Close + RingCentral?

Streamline your communication workflow by automating call logging, lead creation, SMS tracking, and team notifications across Close and RingCentral.

Who is Close + RingCentral integration for?

Sales teams, account managers, and support professionals who rely on communication tracking need seamless synchronisation between their CRM and telephony data to prevent missed follow-ups.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + RingCentral

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

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