All, My company is trying to integrate RingCentral and Hubspot in the following way:
When RingCentral records a call, I would like to create a note engagement in Hubspot with a link to the call recording. I would like this note engagement to be associated with the phone numbers involved in the call.
The end goal is to be able to access the call recordings (or links to the call recordings) directly from our Hubspot contacts list.
The catch is that I work for a small company with no experts on Zapier, and my boss has no interest in paying me (or anyone else) to become an expert. Can someone please provide step by step instructions as to how we could set this up so that it works reliably? I’ve already searched for articles on this and have found tips, but no step-by-step instructions.
Thanks in advance and God bless!
Best answer by nicksimardView original