Connect RingCentral and Salesforce to unlock the power of automation
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Set up your first integration
Quickly connect RingCentral to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate RingCentral with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Call Log Record" from RingCentral.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects RingCentral and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Description
- ViewRequired
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Try ItTriggerPolling- Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Try ItTriggerInstant - Delay By
Try ItTriggerPolling- Type
- StatusRequired
Try ItTriggerInstant
- Call Ended
Triggers when a call has been ended.
Try ItTriggerInstant - Missed Call
Triggers when there is a new missed call.
Try ItTriggerInstant - New Voicemail
Triggers when there is a new incoming voicemail.
Try ItTriggerInstant
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Connect RingCentral and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate RingCentral on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about RingCentral + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with RingCentral and Salesforce
How can I set up the RingCentral and Salesforce integration?
To set up the RingCentral and Salesforce integration, you can follow our step-by-step guide on the integrations page. Once integrated, you can configure various triggers such as 'New Voicemail' in RingCentral to initiate actions like creating tasks or logs in Salesforce.
What triggers are available in the RingCentral and Salesforce integration?
The integration allows several triggers including 'New Call', 'Missed Call', 'New Fax', and 'New SMS' in RingCentral which can prompt actions in Salesforce such as creating new leads, updating contact records, or posting messages in Chatter.
Can I customize actions in Salesforce from a RingCentral trigger?
Yes, you can customize actions in Salesforce when a specific event occurs in RingCentral. For example, a missed call trigger could automatically create a follow-up task for your sales team within Salesforce.
Is it possible to filter the data that gets transferred between RingCentral and Salesforce?
Yes, filters can be applied to determine which data gets routed from RingCentral to Salesforce. For instance, you might choose only calls from specific numbers or regions to create entries or updates in your Salesforce database.
What types of actions can be performed within Salesforce once a trigger from RingCentral occurs?
Actions that can be executed within Salesforce include creating new contacts or leads, logging calls or messages into specific accounts, updating existing records, and even sending notifications among team members through Chatter.
Does integrating with both platforms require technical expertise?
Integrating these platforms does not require extensive technical knowledge. Our intuitive setup process guides you through with straightforward prompts for selecting desired triggers and actions.
How often do the integrated systems sync their data?
Our system typically syncs data between RingCentral and Salesforce almost instantaneously upon receiving a trigger input from any supported event on either platform.
