RingCentral and RD Station Integration

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Automatically create or update RD Station leads from RingCentral call logs. Latenode's visual editor makes it easier to customize data mappings, while our execution-based pricing keeps costs predictable as you scale lead generation.

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RingCentral

RD Station

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RingCentral and RD Station

Create a New Scenario to Connect RingCentral and RD Station

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ 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 RD Station will be your first step. To do this, click "Choose an app," find RingCentral or RD Station, 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.

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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.

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Add the RD Station Node

Next, click the plus (+) icon on the RingCentral node, select RD Station from the list of available apps, and choose the action you need from the list of nodes within RD Station.

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Authenticate RD Station

Now, click the RD Station node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RD Station settings. Authentication allows you to use RD Station through Latenode.

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Configure the RingCentral and RD Station Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the RingCentral and RD Station 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 donโ€™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.
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Save and Activate the Scenario

After configuring RingCentral, RD Station, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the RingCentral and RD Station integration works as expected. Depending on your setup, data should flow between RingCentral and RD Station (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 RD Station

RingCentral + RD Station + Google Sheets: When a call ends in RingCentral, the details are logged in Google Sheets. If the call is related to a lead, the contact details in RD Station are updated.

RD Station + RingCentral + Slack: When a new lead is converted in RD Station, a RingCentral call is initiated to the sales team. Simultaneously, a notification about the new lead is sent to a specific Slack channel.

RingCentral and RD Station 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 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.

RingCentral + RD Station integration

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FAQ RingCentral and RD Station

How can I connect my RingCentral account to RD Station using Latenode?

To connect your RingCentral account to RD Station 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 RD Station accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically add new RingCentral contacts to RD Station?

Yes! Latenode lets you automate contact sync. New RingCentral contacts are instantly added to RD Station, streamlining lead management and boosting sales efficiency.

What types of tasks can I perform by integrating RingCentral with RD Station?

Integrating RingCentral with RD Station allows you to perform various tasks, including:

  • Create RD Station leads from new RingCentral call logs.
  • Update RD Station contact details based on RingCentral call information.
  • Send SMS via RingCentral to new RD Station leads.
  • Trigger RingCentral calls when a lead reaches a specific RD Station lifecycle stage.
  • Log RingCentral call outcomes as custom fields in RD Station.

Can I trigger RingCentral calls from RD Station events in Latenode?

Yes, you can! Latenode's visual builder makes it easy to trigger RingCentral calls directly from specific RD Station events, enhancing sales engagement.

Are there any limitations to the RingCentral and RD Station integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Real-time synchronization depends on the API limits of both platforms.
  • Certain advanced RD Station features may not have dedicated Latenode modules.

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