RingCentral Pipedrive

RingCentral + Pipedrive Integrations

Put RingCentral + Pipedrive to work with AI and enterprise-grade automation

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

RingCentral + Pipedrive When Do Not Disturb (DND) status changes in RingCentral, sync the update to Pipedrive.
Send text messages to newly created leads When a new lead is created in Pipedrive, automatically send a welcome SMS via RingCentral to establish immediate contact. See details
Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in RingCentral, automatically log the activity on the contact's record in Pipedrive. See details
Dispatch text confirmations on won deals When a deal is won in Pipedrive, send an automated SMS via RingCentral to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with RingCentral and Pipedrive?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for RingCentral and Pipedrive

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

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.

Pipedrive Explore Pipedrive →

Pipedrive is a web-based sales pipeline and CRM tool designed to help sales teams manage leads and deal flows.

Triggers
Activity Matching Filter

Triggers when an activity newly matches a Pipedrive filter for the first time.

New Activity

Triggers when a new activity is created.

Deal Matching Filter

Triggers when a deal newly matches a Pipedrive filter for the first time.

New Deal

Triggers when a new deal is created.

New Lead

Triggers when a lead is created.

New Comments in Notes

Triggers when a new comment is added to a note.

Actions
Add Discount to Deal

Adds a discount to an existing deal.

Add Label to Person

Adds an existing label to an existing person.

Add Product to Deal

Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)

Add Product Variation

Add product variation to a product.

Create Activity

Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.

Create Deal

Creates a new deal.

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Customer Stories

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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Product Lead, RazorpayXPayroll
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about RingCentral + Pipedrive

Is there a pre-built RingCentral + Pipedrive automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches RingCentral and Pipedrive's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built RingCentral or Pipedrive connector?

No. The Agent works whether or not RingCentral or Pipedrive already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Pipedrive and RingCentral help track phone communications?

Inbound calls, text messages, and missed calls handled in RingCentral can automatically log activities or update lead profiles directly inside Pipedrive.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Pipedrive can prompt RingCentral to send an automated SMS confirmation or message to the client.

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