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RingCentral + Salesforce

RingCentral + Salesforce

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.

  1. When this happens...
    Updated Record
    Updated Record
    Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
  2. automatically do this!
    Find Contact
    Find Contact
    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

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
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    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
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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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