Log new Ringcentral text messages as a note in Zendesk Sell

First, we need to connect RingCentral and Zendesk Sell to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect RingCentral to Zapier.

  Give Zapier access to your RingCentral account, using RingCentral credentials.

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  Connect Zendesk Sell to Zapier.

  Give Zapier access to your Zendesk Sell account, using Zendesk Sell credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for RingCentral

  Choose the following trigger: New SMS (Deprecated) (Triggers when there is a new SMS sent or received.).

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  Then set up an Action for Zendesk Sell

  Choose this action: Find Contact (Finds a contact by Contact ID, name or email address.).

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  Then set up another Action for Zendesk Sell

  Choose this action: Create Note (Creates a new note for an existing lead, contact or deal.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between RingCentral and Zendesk Sell.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Log new Ringcentral text messages as a note in Zendesk Sell!