RingCentral for Salesforce

Seamlessly integrate your RingCentral solution with Sales and Service Cloud.
Message and meet, in a single app

Transform your CRM system with powerful communications capabilities

Team productivity and call efficiency

Focus on your most critical tasks with click-to-call, meeting scheduling, and call logging from within Salesforce.

Key customer information

Get a 360° view of the customer from informational screen pop-ups and build flexible reports and dashboards of key customer interactions.

Work the way you want

Extend the capabilities of your phone system within the Salesforce mobile app, available in both Salesforce Classic and Lightning.

Focus on your most critical tasks with click-to-call, meeting scheduling, and call logging from within Salesforce.

Scheduling a RingCentral Video meeting from Salesforce

Get a 360° view of the customer from informational screen pop-ups and build flexible reports and dashboards of key customer interactions.

The RingCentral dialpad straight from the Salesforce App

Extend the capabilities of your phone system within the Salesforce mobile app, available in both Salesforce Classic and Lightning.

Making a phone call using RingCentral directly from Salesforce

Connect with our team today to get you started with RingCentral for Salesforce.

Automate sales and service cycles. See for yourself.

Make calls right from your work queue and log calls with a HVS disposition to move a sales cadence forward.

Seamlessly schedule RingCentral Video meetings from Salesforce.

Incoming calls trigger screen pops with a 360° view of the caller.

Place calls from within Salesforce by clicking on any phone number.

View a complete dashboard of your team’s total calls, average duration/amount of calls, and the call disposition and direction.

Get advanced features like offline call logging and the multi-call log option.

RingCentral’s was the only solution we found that had a full integration and true partnership with Salesforce.

Brad Giannini, Managing Director

More on RingCentral for Salesforce

Datasheet: RingCentral for Salesforce Sales Cloud
DATASHEET
RingCentral for Salesforce Sales Cloud
Datasheet: RingCentral for Salesforce Service Cloud
DATASHEET
RingCentral for Salesforce Service Cloud
Video: RingCentral for Salesforce: Features
video
RingCentral for Salesforce: Features
See how easy it is to get started