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Set up your first integration
Quickly connect Follow Up Boss to RingCentral with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Follow Up Boss with RingCentral - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Create Contact" in RingCentral.
You’re connected!
Zapier seamlessly connects Follow Up Boss and RingCentral, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
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Practical ways you can use Follow Up Boss and RingCentral
Log call details in Follow Up Boss after call ends in RingCentral
When a call ends in RingCentral, Zapier logs the call details automatically in Follow Up Boss. This helps business owners maintain consistent lead communication records without manual data entry.
Business OwnerUpdate customer profiles with call results from RingCentral
When call results are added into RingCentral, Zapier updates the respective customer profile in Follow Up Boss. This enables the support team to keep accurate and up-to-date customer records.
Customer Support OpsSend SMS alerts for new Follow Up Boss inquiries
When a new inquiry or website event is detected in Follow Up Boss, Zapier sends an SMS alert via RingCentral to the marketing team. This ensures leads are addressed quickly, improving response time.
Marketing & Marketing OpsLearn how to automate Follow Up Boss on the Zapier blog
Learn how to automate RingCentral on the Zapier blog
Frequently Asked Questions about Follow Up Boss + RingCentral integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and RingCentral
How do I set up the integration between Follow Up Boss and RingCentral?
To set up the integration, you need to connect your Follow Up Boss and RingCentral accounts via our platform. This involves selecting Follow Up Boss as your trigger app and RingCentral as your action app. You will then configure the specific triggers, such as a new contact being added in Follow Up Boss, to initiate actions in RingCentral like sending a message or making a call.
What triggers are available for the Follow Up Boss and RingCentral integration?
The available triggers for this integration include new contact creation, updated contacts, or any custom activities from Follow Up Boss. These triggers can initiate calls, texts, or other communications within RingCentral.
Can I send a text from RingCentral when a new lead is added to Follow Up Boss?
Yes, when you integrate Follow Up Boss with RingCentral, you can configure it so that adding a new lead in Follow Up Boss automatically sends a predefined text message via RingCentral.
Is it possible to log calls from RingCentral into Follow Up Boss?
Our integration does support logging calls from RingCentral into your Follow Up Boss account. You can automate this process so that every time a call is made or received on RingCentral, it's recorded within your contact's activity timeline in Follow Up Boss.
What kind of actions can be triggered in RingCentral through this integration?
Actions that can be executed in RingCentral include sending SMS texts, making phone calls, and updating records based on triggers such as contact updates or lead additions in Follow Up Boss.
Do I need any technical skills to integrate these two platforms?
No technical skills are required. Our user-friendly interface guides you through setting up the integration by selecting triggers and corresponding actions step-by-step.
What should I do if my integration between Follow Up Boss and RingCentral isn’t working properly?
If you're experiencing issues with the integration, ensure that both your accounts are properly connected and check whether all configured triggers and actions are enabled. Our support team is also available to help troubleshoot any problems you're encountering.
