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RingCentral
1. Choose trigger event
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Salesforce
2. Choose action
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1. Select the event
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RingCentral
Choose a trigger event

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.

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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
    • View
      Required
    • Phone Number
    • Extension Number
    • Direction
    • Recording Type
    • Missed Calls Filter
    • Results
    • Delay By
    Trigger
    Polling
    Try It
  • RingCentral triggers, actions, and search
    Do Not Disturb (DND) Presence Updated

    Triggers when a user wants to change the Do Not Disturb (DND) presence status.

    Trigger
    Instant
    Try It
    • Type
    • Status
      Required
    Trigger
    Instant
    Try It
    • Type
    Trigger
    Instant
    Try It
  • RingCentral triggers, actions, and search
    New Voicemail

    Triggers when there is a new incoming voicemail.

    Trigger
    Instant
    Try It

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate RingCentral on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your RingCentral to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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.

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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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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