Workflow Automation- Log both incoming & outgoing calls in RingCentral as candidate/contact call logs in Recruit CRM | Recruit CRM

This recipe automates the process of logging both outbound and inbound RingCentral calls in Recruit CRM.

When a call is made or accepted via RingCentral, the recipe searches for the recipient's phone number in the candidates and contacts in Recruit CRM. If a match is found, a call log is created in Recruit CRM with details such as call duration, call type, call notes, and the related candidate or contact. If an error occurs during this process, an error message is raised with details about the error.

Apps that are required to be connected for both the recipes

1. Recruit CRM

2. RingCentral

🔗 How to connect your Recruit CRM app in Workflow Automation

1. Navigate to Admin Settings >>> Workflow Automation & Integrations.

2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.

3. Use the search bar to search for the Recruit CRM app and connect it by selecting it and entering the API key.

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Once the app is successfully connected, you will be able to see a message as 'Connection Established'.

🔗 How to connect RingCentral app in Workflow Automation

1. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.

2.Use the search bar to search for the 'RingCentral' app and connect it by selecting it and allowing the required permissions.

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Once all the required apps are connected, you can select the connected account inside the related steps of the recipe from here.

📋 Overview of each step in the Recipe

1. Trigger: New call in RingCentral

This is the starting point of the automation. It gets triggered when there is a new call in RingCentral.

2. Actions:

Monitor step:
It helps in monitoring the following actions for errors. This makes the automation more reliable.
IF Condition:
If Call Direction equals Outbound and Call Result equals Call connected
and if the Phone number is present, then candidate records are searched based on phone number and if the record is found, a call log is added else the contact records are searched based on the phone number and if the record is found a call log is added.

Whichever user's phone number is connected in the RingCentral connection, make that user as the owner and created by.
ELSE IF Condition:
ELSE IF Call Direction equals Inbound and Call Result equals Accepted
and if Phone number is present, then candidate records are searched based on phone number and if the record is found, a call log is added else the contact records are searched based on the phone number and if the record is found a call log is added.

Whichever user's phone number is connected in the RingCentral connection, make that user as the owner and created by.
Error Handler:
If something fails within the Monitor block, then this step is triggered. The Retry Logic ensures that if the errors match those specified (429, 500–504), it retries the monitored actions up to 3 times. If the error continues after 3 retries, or if the error doesn’t match the handled types, the automation stops.

Hope this helps!😊