Empower your Salesforce system with RingCentral communications capabilities and create a more collaborative CRM experience.
Let RingCentral for Salesforce enhance your CRM and Service Management experience by automating workflows, increasing call efficiency and improving the quality of customer interactions. The integration works in both Sales Cloud and Service Cloud. RingCentral for Salesforce lets you make and receive calls directly from your Salesforce account. You can now schedule RingCentral Video meetings, in addition to quickly assigning call dispositions, logging calls, taking notes and more, without jumping back and forth between applications.
Available for Salesforce Classic or Salesforce Lightning. Applicable for both Sales Cloud and Service Cloud.
Custom Objects: Objects matched in the "Related To" field of a call log are no longer limited to Account, Opportunity, or Case. Admins now have the flexibility to create custom objects that are key to their organization's business processes, auditing and/or reporting.
Installation Made Easy: Now introducing an install wizard that will take the admin through a series of simple steps to configure the integration in 7 simple steps.
Seamless integration with Salesforce
Integrating your RingCentral solution with everyday applications, such as Salesforce, allows you to automate tedious tasks, make your workflows more efficient, and offer your customers a superior experience.
Streamlined business communications
RingCentral for Salesforce reduces the need for agents to switch between multiple devices and applications to access key business functionalities to accomplish their daily tasks.
Exceptional customer experiences
Access to key customer information and call history allows agents to deliver a timely and personalized customer experience.
Original release date: 2014-05-03
Latest Update: 08/26/2021 (Current Version: 6.15 - Release Notes)
When authorized, this app will be granted the following permissions:
|Read Messages||View message store data, including SMS, fax, voicemail, etc.|
|Meetings||Create, view, update and delete meetings|
|VoIP Calling||Register VoIP-enabled devices, and make and receive VoIP calls|
|WebSocket||Make API calls via the WebSocket transport|
|WebSocket Subscriptions||Manage and subscribe to websocket notifications|
|Contacts||View, create, update and delete personal address book contacts|
|Read Accounts||View user account information, e.g. name, business name, and contact info|
|Telephony Sessions||Control advanced telephony session features|
|Ring Out||Perform two-legged ring out phone calls|
|SMS||Send and receive SMS/MMS messages|
|Internal Messages||Send, and edit intra-company text messages|
|Read Call Log||View user call log records|
|Edit Messages||View and update message store data, including SMS, fax, voicemail, etc.|
|Edit Presence||View and modify user presence status|