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Automatically add new RingCentral contacts to Customer.io for targeted campaigns. Latenode’s visual editor simplifies complex logic, while affordable execution costs ensure scalability as your contact list grows, enhanced by optional JavaScript code.
Connect RingCentral and Customer.io in minutes with Latenode.
Create RingCentral to Customer.io workflow
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Create a New Scenario to Connect RingCentral and Customer.io
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a RingCentral, triggered by another scenario, or executed manually (for testing purposes). In most cases, RingCentral or Customer.io will be your first step. To do this, click "Choose an app," find RingCentral or Customer.io, and select the appropriate trigger to start the scenario.
Add the RingCentral Node
Select the RingCentral node from the app selection panel on the right.
RingCentral
Configure the RingCentral
Click on the RingCentral node to configure it. You can modify the RingCentral URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Customer.io Node
Next, click the plus (+) icon on the RingCentral node, select Customer.io from the list of available apps, and choose the action you need from the list of nodes within Customer.io.
RingCentral
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Customer.io
Authenticate Customer.io
Now, click the Customer.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Customer.io settings. Authentication allows you to use Customer.io through Latenode.
Configure the RingCentral and Customer.io 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 RingCentral and Customer.io 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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Customer.io
Trigger on Webhook
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RingCentral
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring RingCentral, Customer.io, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the RingCentral and Customer.io integration works as expected. Depending on your setup, data should flow between RingCentral and Customer.io (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
RingCentral + Customer.io + Slack: When a missed call from a VIP number is detected in RingCentral, a personalized message is sent to the customer via Customer.io, and a notification is posted to the sales team in Slack.
Customer.io + RingCentral + Google Sheets: When a customer enters a specific segment in Customer.io, a RingCentral call is generated to the customer. The outcome of the call is then logged in a Google Sheet.
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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About Customer.io
Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.
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How can I connect my RingCentral account to Customer.io using Latenode?
To connect your RingCentral account to Customer.io on Latenode, follow these steps:
Can I automatically update Customer.io profiles after a RingCentral call?
Yes, you can! Latenode's visual editor makes it easy to update Customer.io profiles with call details, letting you personalize follow-ups and improve customer engagement with relevant data.
What types of tasks can I perform by integrating RingCentral with Customer.io?
Integrating RingCentral with Customer.io allows you to perform various tasks, including:
What RingCentral events can trigger workflows within Latenode?
Latenode can trigger workflows based on new calls, missed calls, new SMS messages, and new recordings in your RingCentral account.
Are there any limitations to the RingCentral and Customer.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: