Integrations

Do more with your call and live chat data.

Ruby’s integrations make it easy to save time and run your business better. Our call handling and live chat technology works seamlessly with customer relationship management (CRM) systems, calendars, legal software, communication platforms, and much more.

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Discover our integrations.

Here you’ll find just a few of the solutions we connect with. In addition to our native integrations with solutions such as Clio and Grasshopper, Ruby’s Zapier-powered integrations empower you to create virtually any kind of automation you can imagine on thousands of apps. See what kinds of automation you can achieve with Zapier + Ruby.

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8am MyCase

Manage client information collected by Ruby, have receptionists use your custom webforms, and view lead tracking analytics. 

Manage client information collected by Ruby, have receptionists use your custom webforms, and view lead tracking analytics. 

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Calendly

Have Ruby schedule and reschedule appointments for you over the phone or chat. (PS – We also work with 20+ other scheduling tools!)

Have Ruby schedule and reschedule appointments for you over the phone or chat. (PS – We also work with 20+ other scheduling tools!)

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Clio

Stay on top of client communication with Ruby for easy tracking, billing, and case management.

Stay on top of client communication with Ruby for easy tracking, billing, and case management.

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FieldPulse

Create and update leads, contacts, projects, and more—directly from your Ruby calls and chats. 

Create and update leads, contacts, projects, and more—directly from your Ruby calls and chats. 

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Filevine

Automatically associate client communication with leads, projects, and more in Filevine’s case management and document management software.  

Automatically associate client communication with leads, projects, and more in Filevine’s case management and document management software.  

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Follow Up Boss

Bring communication details Ruby handles and leads we capture into your CRM. 

Bring communication details Ruby handles and leads we capture into your CRM. 

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Google Calendar

Let Ruby’s receptionists keep your calendar up-to-date and populated with appointments from clients or customers. 

Let Ruby’s receptionists keep your calendar up-to-date and populated with appointments from clients or customers. 

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Google Forms

Automatically reply to callers with required forms to initiate new sales, cases, projects, or others kind of engagements. 

Automatically reply to callers with required forms to initiate new sales, cases, projects, or others kind of engagements. 

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Google Voice

Port or forward your Google Voice number to Ruby at no extra cost.  

Port or forward your Google Voice number to Ruby at no extra cost.  

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Grasshopper

Use Grasshopper’s add-on Ruby service to have us answer calls when you’re unavailable.

Use Grasshopper’s add-on Ruby service to have us answer calls when you’re unavailable.

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HubSpot

Bring new leads into HubSpot and update contact data automatically based on Ruby’s interactions with your audience. 

Bring new leads into HubSpot and update contact data automatically based on Ruby’s interactions with your audience. 

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JobNimbus

Keep your contacts organized and up to date while automatically adding new leads captured by Ruby to your CRM. 

Keep your contacts organized and up to date while automatically adding new leads captured by Ruby to your CRM. 

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Keap

Bring callers’ and website chatters’ information along with communication details from Ruby into your CRM. 

Bring callers’ and website chatters’ information along with communication details from Ruby into your CRM. 

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Law Ruler

Simplify new client intake, keep your contacts organized, and send personalized marketing messages based on triggers you set up with Ruby.

Simplify new client intake, keep your contacts organized, and send personalized marketing messages based on triggers you set up with Ruby.

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Lawmatics

Automate lead capture, analytics, and follow-up when Ruby answers your phone or chats with a website visitor. 

Automate lead capture, analytics, and follow-up when Ruby answers your phone or chats with a website visitor. 

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Microsoft Teams

Have messages sent whenever Ruby handles a call or intakes a new lead, keep your calendar updated, and more. 

Have messages sent whenever Ruby handles a call or intakes a new lead, keep your calendar updated, and more. 

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Monday.com

Create new projects and update tasks based on Ruby’s interactions with callers and website visitors. 

Create new projects and update tasks based on Ruby’s interactions with callers and website visitors. 

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Nextiva

Monitor and scale coverage according to call volume and have Ruby answer with the touch of a button. 

Monitor and scale coverage according to call volume and have Ruby answer with the touch of a button. 

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Rocket Matter

Track call dates and lengths, gather key client details, streamline follow-up processes, and sync communication with Quick Intake Forms. 

Track call dates and lengths, gather key client details, streamline follow-up processes, and sync communication with Quick Intake Forms. 

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Salesforce

Synchronize contacts and communication in Ruby with your records in Salesforce for simple organization and follow-up. 

Synchronize contacts and communication in Ruby with your records in Salesforce for simple organization and follow-up. 

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Slack

Send customized messages to your team automatically when Ruby performs an action such as answering a call or capturing a new opportunity. 

Send customized messages to your team automatically when Ruby performs an action such as answering a call or capturing a new opportunity. 

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Zapier

Connect caller and chatter data to thousands of apps and reach new levels of efficiency. 

Connect caller and chatter data to thousands of apps and reach new levels of efficiency. 

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Zendesk

Create and update tickets, organizations, comments, and more automatically when Ruby handles communication. 

Create and update tickets, organizations, comments, and more automatically when Ruby handles communication. 

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Zoho

Ensure fast and accurate customer relationship management with automatic syncs between Ruby and Zoho. 

Ensure fast and accurate customer relationship management with automatic syncs between Ruby and Zoho. 

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HubSpot

Bring new leads into HubSpot and update contact data automatically based on Ruby’s interactions with your audience. 

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Keap

Bring callers’ and website chatters’ information along with communication details from Ruby into your CRM. 

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Salesforce

Synchronize contacts and communication in Ruby with your records in Salesforce for simple organization and follow-up. 

Image

Zapier

Connect caller and chatter data to thousands of apps and reach new levels of efficiency. 

Image

Zoho

Ensure fast and accurate customer relationship management with automatic syncs between Ruby and Zoho. 

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Filevine

Automatically associate client communication with leads, projects, and more in Filevine’s case management and document management software.  

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Google Calendar

Let Ruby’s receptionists keep your calendar up-to-date and populated with appointments from clients or customers. 

Image

HubSpot

Bring new leads into HubSpot and update contact data automatically based on Ruby’s interactions with your audience. 

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JobNimbus

Keep your contacts organized and up to date while automatically adding new leads captured by Ruby to your CRM. 

Image

Law Ruler

Simplify new client intake, keep your contacts organized, and send personalized marketing messages based on triggers you set up with Ruby.

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Lawmatics

Automate lead capture, analytics, and follow-up when Ruby answers your phone or chats with a website visitor. 

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Microsoft Teams

Have messages sent whenever Ruby handles a call or intakes a new lead, keep your calendar updated, and more. 

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Nextiva

Monitor and scale coverage according to call volume and have Ruby answer with the touch of a button. 

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Salesforce

Synchronize contacts and communication in Ruby with your records in Salesforce for simple organization and follow-up. 

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Zoho

Ensure fast and accurate customer relationship management with automatic syncs between Ruby and Zoho. 

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Clio

Stay on top of client communication with Ruby for easy tracking, billing, and case management.

Image

Follow Up Boss

Bring communication details Ruby handles and leads we capture into your CRM. 

Image

Google Voice

Port or forward your Google Voice number to Ruby at no extra cost.  

Image

Grasshopper

Use Grasshopper’s add-on Ruby service to have us answer calls when you’re unavailable.

Image

JobNimbus

Keep your contacts organized and up to date while automatically adding new leads captured by Ruby to your CRM. 

Image

Keap

Bring callers’ and website chatters’ information along with communication details from Ruby into your CRM. 

Image

Microsoft Teams

Have messages sent whenever Ruby handles a call or intakes a new lead, keep your calendar updated, and more. 

Image

Nextiva

Monitor and scale coverage according to call volume and have Ruby answer with the touch of a button. 

Image

Rocket Matter

Track call dates and lengths, gather key client details, streamline follow-up processes, and sync communication with Quick Intake Forms. 

Image

Slack

Send customized messages to your team automatically when Ruby performs an action such as answering a call or capturing a new opportunity. 

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Zendesk

Create and update tickets, organizations, comments, and more automatically when Ruby handles communication. 

Image

Zoho

Ensure fast and accurate customer relationship management with automatic syncs between Ruby and Zoho. 

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8am MyCase

Manage client information collected by Ruby, have receptionists use your custom webforms, and view lead tracking analytics. 

Image

Clio

Stay on top of client communication with Ruby for easy tracking, billing, and case management.

Image

FieldPulse

Create and update leads, contacts, projects, and more—directly from your Ruby calls and chats. 

Image

Filevine

Automatically associate client communication with leads, projects, and more in Filevine’s case management and document management software.  

Image

Follow Up Boss

Bring communication details Ruby handles and leads we capture into your CRM. 

Image

HubSpot

Bring new leads into HubSpot and update contact data automatically based on Ruby’s interactions with your audience. 

Image

JobNimbus

Keep your contacts organized and up to date while automatically adding new leads captured by Ruby to your CRM. 

Image

Keap

Bring callers’ and website chatters’ information along with communication details from Ruby into your CRM. 

Image

Law Ruler

Simplify new client intake, keep your contacts organized, and send personalized marketing messages based on triggers you set up with Ruby.

Image

Lawmatics

Automate lead capture, analytics, and follow-up when Ruby answers your phone or chats with a website visitor. 

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Rocket Matter

Track call dates and lengths, gather key client details, streamline follow-up processes, and sync communication with Quick Intake Forms. 

Image

Salesforce

Synchronize contacts and communication in Ruby with your records in Salesforce for simple organization and follow-up. 

Image

Zendesk

Create and update tickets, organizations, comments, and more automatically when Ruby handles communication. 

Image

Zoho

Ensure fast and accurate customer relationship management with automatic syncs between Ruby and Zoho. 

Image

Grasshopper

Use Grasshopper’s add-on Ruby service to have us answer calls when you’re unavailable.

Image

Nextiva

Monitor and scale coverage according to call volume and have Ruby answer with the touch of a button. 

Image

Zendesk

Create and update tickets, organizations, comments, and more automatically when Ruby handles communication. 

Image

FieldPulse

Create and update leads, contacts, projects, and more—directly from your Ruby calls and chats. 

Image

8am MyCase

Manage client information collected by Ruby, have receptionists use your custom webforms, and view lead tracking analytics. 

Image

Google Forms

Automatically reply to callers with required forms to initiate new sales, cases, projects, or others kind of engagements. 

Image

Rocket Matter

Track call dates and lengths, gather key client details, streamline follow-up processes, and sync communication with Quick Intake Forms. 

Image

Zoho

Ensure fast and accurate customer relationship management with automatic syncs between Ruby and Zoho. 

Image

8am MyCase

Manage client information collected by Ruby, have receptionists use your custom webforms, and view lead tracking analytics. 

Image

Clio

Stay on top of client communication with Ruby for easy tracking, billing, and case management.

Image

Filevine

Automatically associate client communication with leads, projects, and more in Filevine’s case management and document management software.  

Image

Law Ruler

Simplify new client intake, keep your contacts organized, and send personalized marketing messages based on triggers you set up with Ruby.

Image

Lawmatics

Automate lead capture, analytics, and follow-up when Ruby answers your phone or chats with a website visitor. 

Image

Rocket Matter

Track call dates and lengths, gather key client details, streamline follow-up processes, and sync communication with Quick Intake Forms. 

Image

HubSpot

Bring new leads into HubSpot and update contact data automatically based on Ruby’s interactions with your audience. 

Image

Keap

Bring callers’ and website chatters’ information along with communication details from Ruby into your CRM. 

Image

Law Ruler

Simplify new client intake, keep your contacts organized, and send personalized marketing messages based on triggers you set up with Ruby.

Image

Lawmatics

Automate lead capture, analytics, and follow-up when Ruby answers your phone or chats with a website visitor. 

Image

Salesforce

Synchronize contacts and communication in Ruby with your records in Salesforce for simple organization and follow-up. 

Image

Monday.com

Create new projects and update tasks based on Ruby’s interactions with callers and website visitors. 

Image

Slack

Send customized messages to your team automatically when Ruby performs an action such as answering a call or capturing a new opportunity. 

Image

Calendly

Have Ruby schedule and reschedule appointments for you over the phone or chat. (PS – We also work with 20+ other scheduling tools!)

Image

Google Calendar

Let Ruby’s receptionists keep your calendar up-to-date and populated with appointments from clients or customers. 

Image

Microsoft Teams

Have messages sent whenever Ruby handles a call or intakes a new lead, keep your calendar updated, and more. 

Image

8am MyCase

Manage client information collected by Ruby, have receptionists use your custom webforms, and view lead tracking analytics. 

Image

Calendly

Have Ruby schedule and reschedule appointments for you over the phone or chat. (PS – We also work with 20+ other scheduling tools!)

Image

Clio

Stay on top of client communication with Ruby for easy tracking, billing, and case management.

Image

FieldPulse

Create and update leads, contacts, projects, and more—directly from your Ruby calls and chats. 

Image

Filevine

Automatically associate client communication with leads, projects, and more in Filevine’s case management and document management software.  

Image

Follow Up Boss

Bring communication details Ruby handles and leads we capture into your CRM. 

Image

Google Calendar

Let Ruby’s receptionists keep your calendar up-to-date and populated with appointments from clients or customers. 

Image

Google Forms

Automatically reply to callers with required forms to initiate new sales, cases, projects, or others kind of engagements. 

Image

Google Voice

Port or forward your Google Voice number to Ruby at no extra cost.  

Image

Grasshopper

Use Grasshopper’s add-on Ruby service to have us answer calls when you’re unavailable.

Image

HubSpot

Bring new leads into HubSpot and update contact data automatically based on Ruby’s interactions with your audience. 

Image

JobNimbus

Keep your contacts organized and up to date while automatically adding new leads captured by Ruby to your CRM. 

Image

Keap

Bring callers’ and website chatters’ information along with communication details from Ruby into your CRM. 

Image

Law Ruler

Simplify new client intake, keep your contacts organized, and send personalized marketing messages based on triggers you set up with Ruby.

Image

Lawmatics

Automate lead capture, analytics, and follow-up when Ruby answers your phone or chats with a website visitor. 

Image

Microsoft Teams

Have messages sent whenever Ruby handles a call or intakes a new lead, keep your calendar updated, and more. 

Image

Monday.com

Create new projects and update tasks based on Ruby’s interactions with callers and website visitors. 

Image

Nextiva

Monitor and scale coverage according to call volume and have Ruby answer with the touch of a button. 

Image

Rocket Matter

Track call dates and lengths, gather key client details, streamline follow-up processes, and sync communication with Quick Intake Forms. 

Image

Salesforce

Synchronize contacts and communication in Ruby with your records in Salesforce for simple organization and follow-up. 

Image

Slack

Send customized messages to your team automatically when Ruby performs an action such as answering a call or capturing a new opportunity. 

Image

Zapier

Connect caller and chatter data to thousands of apps and reach new levels of efficiency. 

Image

Zendesk

Create and update tickets, organizations, comments, and more automatically when Ruby handles communication. 

Image

Zoho

Ensure fast and accurate customer relationship management with automatic syncs between Ruby and Zoho. 

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Ruby + Zapier: how it works

Ruby’s integration with Zapier is simple yet powerful. Zapier automatically checks for new caller data in Ruby at no extra charge. Depending on your Zapier plan, it can be between one and 15 minutes.

  • Free & Starter Zapier Plans: every 15 minutes
  • Professional Zapier Plan: every two minutes
  • Team & Company Zapier Plans: every minute

In Zapier, you can create numerous zaps (ranging from five to unlimited depending on your Zapier plan) to send data from Ruby to thousands of applications and trigger all kinds of automated tasks. 

For example, you can use Ruby and Zapier to… 

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Create new contacts in your CRM, mailing list, or contact list.

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Get new message notifications sent to members of your team.

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Add callers to email campaigns based on conditions they meet after calls are completed.

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Generate forms and automatically send them to callers to your analytics software for tracking and analysis.

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Send call data to your analytics software for tracking and analysis.

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Create new tasks for follow-up n your project management tools.

Want to learn more? Call us!

At Ruby, we’ve helped thousands of businesses just like yours achieve more. We’re dedicated to working with your tools to create the best communication solution for your organization and the people you serve. Contact us today to see what we can do for you.

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