RingCentral + Salesforce integrations
Find contacts in RingCentral whenever records are updated in Salesforce
Boost efficiency and stay on top of your business communications with this workflow. Whenever an existing record gets updated in Salesforce, the automation will search for the related contact in your RingCentral app. This way, you can easily access the most up-to-date client information within your communications toolkit, reducing any unnecessary search time and enhancing productivity.
- When this happens...Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Find ContactFinds an external contact in personal address book by phone number.
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More things you can do with Salesforce and RingCentral
Discover other triggers and actions you can use with Salesforce and RingCentral
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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.
Related categories
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Related Zap Templates
- Send sms/mms via RingCentral when updated fields on Salesforce records are detected
- Create Salesforce records for every new RingCentral call recording
- Create Salesforce records when RingCentral calls end
- Generate new Salesforce leads from new RingCentral voicemails
- Send sms/mms in RingCentral for new leads in Salesforce




