RingCentral and Customer.io Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

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.

RingCentral + Customer.io integration

Connect RingCentral and Customer.io in minutes with Latenode.

Start for free

Automate your workflow

Swap Apps

RingCentral

Customer.io

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect RingCentral and Customer.io

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.

+
1

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.

+
1

RingCentral

Node type

#1 RingCentral

/

Name

Untitled

Connection *

Select

Map

Connect RingCentral

Sign In

Run node once

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.

1

RingCentral

+
2

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.

1

RingCentral

+
2

Customer.io

Node type

#2 Customer.io

/

Name

Untitled

Connection *

Select

Map

Connect Customer.io

Sign In

Run node once

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.

1

RingCentral

+
2

Customer.io

Node type

#2 Customer.io

/

Name

Untitled

Connection *

Select

Map

Connect Customer.io

Customer.io Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the RingCentral and Customer.io Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
5

JavaScript

6

AI Anthropic Claude 3

+
7

Customer.io

1

Trigger on Webhook

2

RingCentral

3

Iterator

+
4

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.

Most powerful ways to connect RingCentral and Customer.io

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.

RingCentral and Customer.io integration alternatives

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.

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.

See how Latenode works

FAQ RingCentral and Customer.io

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select RingCentral and click on "Connect".
  • Authenticate your RingCentral and Customer.io accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create Customer.io profiles for new RingCentral contacts.
  • Send SMS messages via RingCentral based on Customer.io segments.
  • Log RingCentral call activity as events in Customer.io.
  • Trigger RingCentral calls when customers reach specific Customer.io stages.
  • Automatically update contact properties in Customer.io after each call.

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:

  • Real-time sync depends on the RingCentral and Customer.io API rate limits.
  • Complex data transformations might require JavaScript knowledge.
  • Historical data migration requires manual setup.

Try now