Connect Pipedrive to RingCentral
Automate workflows between Pipedrive and RingCentral. No coding required.
What you can automate between Pipedrive and RingCentral
These are the most popular automations teams set up between Pipedrive and RingCentral. Each one runs automatically once activated — no manual steps.
Send message when new contact created
Post a message to a channel automatically when when a new contact is added to your crm.
Create contact when new message received
Add a new contact to your CRM automatically when when a new message arrives in a channel.
Sync Pipedrive changes to RingCentral
Keep RingCentral updated when when a new deal or opportunity is created.
Get RingCentral alerts for Pipedrive
Never miss important Pipedrive updates with instant RingCentral notifications.
What syncs between Pipedrive and RingCentral
CRM events — new deals, stage changes, won/lost updates — post notifications to RingCentral so your team stays informed without checking the CRM.
Data from Pipedrive
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
Data from RingCentral
- Messages
- Channel posts
- Mentions
- Thread replies
- File attachments
How to connect Pipedrive to RingCentral
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active Pipedrive account with API access enabled
- An active RingCentral account with permission to install apps
- A free Arahi AI account (sign up takes 30 seconds)
- Admin or API access in Pipedrive to authorize the connection
Create your Arahi AI account
Sign up at app.arahi.ai — it's free and takes 30 seconds. No credit card required. You'll land on the dashboard where you can create your first workflow.
Authenticate Pipedrive
Click "Add Connection" and select Pipedrive from the app directory. You'll be redirected to Pipedrive's authorization page. Grant Arahi read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
Authenticate RingCentral
Same process for RingCentral. Click "Add Connection," select RingCentral, and authorize access. Grant Arahi permission to read and post messages in your selected channels. You control which channels the integration can access.
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new contact created in pipedrive or new message received in ringcentral. The trigger fires automatically whenever that event happens — no manual intervention.
Configure the action
Define what happens when the trigger fires. For example: send message in ringcentral. Map the data fields between Pipedrive and RingCentral so the right information lands in the right place.
Test and activate
Run a test to confirm data flows correctly between Pipedrive and RingCentral. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — Arahi handles retries, error logging, and monitoring automatically.
Why connect Pipedrive and RingCentral?
Your sales pipeline moves fast. When Pipedrive deal changes hit RingCentral in real-time, reps stay informed, managers can coach, and no opportunity slips through the cracks.
Tips for your Pipedrive + RingCentral integration
Get more out of this integration with these best practices.
Who uses the Pipedrive + RingCentral integration?
Teams across industries connect Pipedrive and RingCentral to streamline their workflows.
Sales reps tracking deal progress who rely on RingCentral for communication
Remote teams who need real-time data from Pipedrive
Sales teams and remote teams collaborating across tools
Frequently asked questions
Everything you need to know about connecting Pipedrive and RingCentral.
How do I connect Pipedrive to RingCentral?
Sign up for a free Arahi AI account, then click "Add Connection" to authenticate both Pipedrive and RingCentral via OAuth. Choose a workflow template — like syncing crm events to communication actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between Pipedrive and RingCentral?
Popular automations include: post Pipedrive deal-won celebrations to RingCentral, alert RingCentral when Pipedrive deals stall, notify RingCentral channels on new Pipedrive lead assignments, and share weekly Pipedrive pipeline summaries in RingCentral. Filters let you target specific deal stages or values.
Is the Pipedrive and RingCentral integration free?
Arahi AI includes 100 free actions per month on the Starter plan — enough for most small teams. If your Pipedrive-to-RingCentral workflows need more volume, paid plans start at $29/month with unlimited workflows and priority execution.
Is my Pipedrive data secure when connected to RingCentral?
Yes. Arahi uses OAuth 2.0 for authentication — we never store your Pipedrive or RingCentral passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your crm data is only accessed when a workflow runs, and you can revoke access at any time from your Arahi dashboard.
Can I sync data both ways between Pipedrive and RingCentral?
Yes. You can set up workflows that trigger from either Pipedrive or RingCentral. For example, create a workflow where Pipedrive events update RingCentral, and a separate one where RingCentral changes sync back to Pipedrive. Each direction is configured independently so you have full control.
Do I need technical skills to connect Pipedrive and RingCentral?
No coding is required. Arahi's visual workflow builder lets you configure triggers, actions, and field mapping with clicks. If you can use Pipedrive and RingCentral, you can set up the integration. Most users are running their first workflow within 10 minutes.
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