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.
Integrates with the Salesforce app: Reach out to customers on the fly by calling or texting right from Account, Contact, or Lead tabs. Now supports our new unified RingCentral mobile app!
"Do Not Contact" Settings: RingCentral for Salesforce will now honor Do Not Contact (DNC) settings for records in Salesforce and prevent or alert users from placing a call or sending a text message to contacts who are marked as DNC.
In-App Calling: Now using WebRTC technology, leverage RingCentral calling capabilities like call controls, inbound, and outbound calls without ever navigating away from Salesforce.
RingCentral Video: Now working seamlessly with RingCentral Video. View your RingCentral Video meetings in your Salesforce calendar. Configure your meeting settings within Salesforce.
RingCentral Unified App: Users can now make and receive calls from the RingCentral unified app. No need to download the RingCentral phone app.
High Velocity Sales (HVS): By powering the telephony side of a sales cadence we allow sales reps to click-to-call right from their work queue and log them with a HVS disposition to move your sales cadence forward. Only available for Salesforce Lightning.
Performance reporting: View a complete dashboard of your team’s performance. Now you can edit and customize the RingCentral Analytics data as a native Salesforce report through our Cloud Phone Report.
Click-to-call: Place calls from within Salesforce by clicking on any phone number, saving time and improving call efficiency.
Instant screen pop-up: Incoming calls trigger screen pops with 360° view of the caller enabling quality interactions.
Call logs: With advanced features such as offline call logging and multi-call log option, agents can address the most important tasks first.
Schedule meetings: Seamlessly schedule RingCentral Video meetings from Salesforce.
Integrates with the Salesforce app: Reach out to customers on the fly by calling or texting right from Account, Contact, or Lead tabs.
Access from anywhere: Connect on both Windows® and Mac®, using any popular browser.
Work the way you want: Work in Salesforce Classic or Salesforce Lightning UI.