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Zapier makes it easy to integrate RingCentral with Salesforce - no code necessary. See how you can get setup in minutes.
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RingCentral
RingCentral
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
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.
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.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use RingCentral and Salesforce with AI agents and code
Beyond Zap workflows. Call RingCentral and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose RingCentral and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Contact
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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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.
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.
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.
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.
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.
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.
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.
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.
