RingCentral + Salesforce Integrations

How to connect RingCentral + Salesforce

Zapier lets you send info between RingCentral and Salesforce automatically—no code required.

When this happens...

Call Ended

Triggers when a call has been ended.

automatically do this!

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Supported triggers and actions

What does this mean?

Call Ended
Triggers when a call has been ended.
Trigger
Scheduled
Missed Call
Triggers when there is a new missed call.
Trigger
Scheduled
New Call Recording
Triggers when a call has been recorded.
Trigger
Scheduled
New SMS Received
Triggers when there is a new SMS received.
Trigger
Scheduled
New SMS Sent
Triggers when there is a new SMS sent.
Trigger
Scheduled

New SMS (Deprecated)
Triggers when there is a new SMS sent or received.
Trigger
Scheduled
New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Scheduled

Create Video Meeting
Creates a instant video meeting. Pair with additional action to retrieve Join URI from current action.
Action
Write

RingCentral
Starts a 2-legged RingOutCall based on specified from and to numbers.
Scheduled
Action
RingCentral
Sends a fax.
Scheduled
Action
RingCentral
Sends a SMS message.
Scheduled
Action
Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

How RingCentral + Salesforce Integrations Work

Step 1: Authenticate RingCentral + Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect RingCentral + Salesforce

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Learn More