RingCentral and SmartSuite Integration

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Automatically log RingCentral call data in SmartSuite for performance tracking. Latenode's visual editor simplifies setup, while JavaScript nodes allow advanced data transformation and ensure accurate reporting.

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RingCentral

SmartSuite

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RingCentral and SmartSuite

Create a New Scenario to Connect RingCentral and SmartSuite

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 SmartSuite will be your first step. To do this, click "Choose an app," find RingCentral or SmartSuite, 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 SmartSuite Node

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

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Authenticate SmartSuite

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

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Configure the RingCentral and SmartSuite 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 SmartSuite 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, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between RingCentral and SmartSuite (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 SmartSuite

RingCentral + SmartSuite + Slack: When a call is missed in RingCentral, a new task is created in SmartSuite to follow up. A message is then sent to a designated Slack channel to notify the team about the missed call and the newly created task.

Google Calendar + RingCentral + SmartSuite: When a new or modified event is detected in Google Calendar, specifically for project deadlines, a call reminder task is created in SmartSuite. This task serves as a reminder to schedule a follow-up call using RingCentral.

RingCentral and SmartSuite 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 SmartSuite

Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.

RingCentral + SmartSuite integration

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FAQ RingCentral and SmartSuite

How can I connect my RingCentral account to SmartSuite using Latenode?

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

Can I automatically update SmartSuite with new RingCentral call data?

Yes, you can! Latenode allows seamless data transfer, updating SmartSuite records with RingCentral call details. Analyze call patterns and improve team performance automatically.

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

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

  • Log new RingCentral calls as tasks in SmartSuite.
  • Create SmartSuite contacts from new RingCentral callers.
  • Update SmartSuite records with RingCentral call recordings.
  • Trigger RingCentral SMS messages from SmartSuite updates.
  • Track RingCentral call summaries within SmartSuite projects.

How secure is connecting RingCentral to SmartSuite on Latenode?

Latenode uses secure protocols and encryption to protect your data during RingCentral and SmartSuite integration, ensuring the privacy of sensitive information.

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

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

  • Real-time data syncing depends on API availability and rate limits.
  • Complex data transformations may require JavaScript coding.
  • File size limits apply to attachments transferred between apps.

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