PitchPrfct + RingCentral Integrations

See the kind of workflows teams build with PitchPrfct and RingCentral below — describe the exact one you want above and the Agent builds it on demand.

PitchPrfct + RingCentral When a new contact is added to PitchPrfct, sync their details over to RingCentral. See details

Forward missed call alerts via backup text messages When a missed call occurs in PitchPrfct, automatically send an SMS from RingCentral to notify team members or confirm receipt with the caller. See details

Sync contact records across business communications channels When a new inbound SMS is received in RingCentral, automatically create or update a contact profile in PitchPrfct to keep customer address books identical. See details

Send secondary voice messages after completed recordings When a call recording is ready in PitchPrfct, automatically send a voice message in RingCentral to follow up on secondary service lines. See details

Browse the full workflow library →

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Triggers & actions for PitchPrfct and RingCentral

Everything PitchPrfct and RingCentral can do inside a workflow — the triggers that start one and the actions that run when it fires.

PitchPrfct Explore PitchPrfct →

An automated phone calling and SMS outreach platform designed for sales teams to connect with leads and prospective clients.

Triggers

Updated Campaign Status

Triggers when a campaign finishes processing all of its contacts. Includes campaign stats so you can log results to a spreadsheet or BI tool.

New Contact

Triggers when a contact is created.

Updated Contact Opt-Out Status

Triggers when a contact opts out of SMS messaging. Use this to sync DNC (Do Not Contact) status across your CRM and other tools.

Updated Contact

Triggers when an existing contact is updated.

New Conversation Reply

Triggers when a contact sends a conversation reply and includes contact details for routing or follow-up.

New Inbound SMS

Triggers when a contact replies to one of your outbound SMS messages. Use this to route replies to a team chat app, CRM, or shared inbox.

Actions

Add Tag to Contact

Applies one or more tags to an existing contact. Tags are used to segment contacts for campaigns and workflows.

Create Contact

Creates a contact. If you also want to look up the contact first, pair this with the "Find Contact" search.

Enroll Contact in Workflow

Enrolls a contact in a workflow. The workflow must be active. Use this to start a sequence when a lead enters your CRM or hits a milestone.

Opt in Contact

Re-enables SMS messaging for a previously opted-out contact. Only use this when you have documented evidence of the contact's renewed consent — TCPA compliance is your responsibility.

Opt Out Contact

Marks a contact as opted out so they will no longer receive SMS messages. Use this to sync DNC status from your CRM or any other source of opt-out signals.

Remove Tag From Contact

Removes a specific tag from a contact.

RingCentral Explore RingCentral →

RingCentral is a cloud communications system offering enterprise cloud phone service, video meetings, and team messaging capabilities across devices.

Triggers

New Call Log Record

Triggers when there is a new call log record.

Call Ended

Triggers when a call has been ended.

Do Not Disturb (DND) Presence Updated

Triggers when a user wants to change the Do Not Disturb (DND) presence status.

Missed Call

Triggers when there is a new missed call.

New Call Recording

Triggers when a call has been recorded.

New Fax Received

Triggers when there is a new fax received.

Actions

Create Contact

Creates a new external contact in personal address book.

Create Post

Creates a new team messaging post.

Create Video Meeting

Creates an instant video meeting. Pair with an additional action to retrieve Join URI from the current action.

Find Contact

Finds an external contact in personal address book by phone number.

Generate Ringout Call

Starts a 2-legged RingOutCall based on specified from and to numbers.

Send Fax

Sends a fax.

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