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Automatically log RingCentral call data in RD Station to enrich lead profiles and trigger follow-ups. Latenode's visual editor and affordable execution-based pricing make sophisticated sales automations simple and scalable, even with custom JavaScript logic.
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Create a New Scenario to Connect RD Station and RingCentral
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or RingCentral will be your first step. To do this, click "Choose an app," find RD Station or RingCentral, and select the appropriate trigger to start the scenario.
Add the RD Station Node
Select the RD Station node from the app selection panel on the right.
RD Station
Configure the RD Station
Click on the RD Station node to configure it. You can modify the RD Station URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the RingCentral Node
Next, click the plus (+) icon on the RD Station node, select RingCentral from the list of available apps, and choose the action you need from the list of nodes within RingCentral.
RD Station
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RingCentral
Authenticate RingCentral
Now, click the RingCentral node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RingCentral settings. Authentication allows you to use RingCentral through Latenode.
Configure the RD Station and RingCentral Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the RD Station and RingCentral Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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RingCentral
Trigger on Webhook
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RD Station
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring RD Station, RingCentral, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the RD Station and RingCentral integration works as expected. Depending on your setup, data should flow between RD Station and RingCentral (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RD Station + RingCentral + Slack: When a new lead is created in RD Station, send an SMS message via RingCentral and post a welcome message to a Slack channel.
RingCentral + RD Station + Google Sheets: When a new missed call occurs in RingCentral, update the lead information in RD Station and log the details in Google Sheets.
About RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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About RingCentral
Integrate RingCentral with Latenode to automate call logging, SMS alerts, and contact management. Trigger workflows based on call events, automatically updating records in other apps like CRMs or support tools. Use Latenode's visual editor and scripting nodes for customized call handling and data synchronization.
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How can I connect my RD Station account to RingCentral using Latenode?
To connect your RD Station account to RingCentral on Latenode, follow these steps:
Can I trigger RingCentral calls from new RD Station leads?
Yes, you can! Latenode lets you trigger calls automatically using RingCentral whenever a new lead is captured in RD Station, ensuring immediate engagement and boosting conversion rates with custom workflows.
What types of tasks can I perform by integrating RD Station with RingCentral?
Integrating RD Station with RingCentral allows you to perform various tasks, including:
Can I filter RD Station data before triggering RingCentral actions?
Yes, Latenode provides advanced filtering options using no-code blocks or JavaScript, ensuring only qualified RD Station leads trigger actions in RingCentral.
Are there any limitations to the RD Station and RingCentral integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: