Question

Insightly and RingCentral Zap

  • 5 June 2020
  • 1 reply
  • 216 views

I am looking to get RingCentral to integrate with Insightly.  Has anyone done this before? I have no Zapier experience and would like to know if I will need to get the paid subscription?  I’m not sure what the integration would do for me.  Other than being able to click on a contact and call out or ext using Ring Central.  

 

I hope someone out there can help me.


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1 reply

Userlevel 7
Badge +12

Hi @Maf!

 

A good starting place to understand a bit more about how Zapier works is this guide: Create Zaps

 

Neither Insightly nor RingCentral are Premium apps, so you don’t need a paid account to use them in Zaps, but you might need a paid account to do what you need. It’s often best to think of Zaps as “When this happens in app X, I want that to happen in app Y”

 

This page shows you all of the different triggers and actions that you can use with Insightly and RingCentral: Connect Insightly to RingCentral.

 

I hope that helps!