Define your reputation through RingCentral’s integration with Salesforce

From boosting productivity to automating workflows, managing internal and external communications, to providing customer support that’s second to none, it’s safe to say that there’s a tool for almost everything these days. However, the overall hours spent flicking between all these different applications means employees are wasting precious time that could be spent winning more business.

But what if you could provide them with the ultimate solution with a simple touch of a button?

We built RingCentral for Salesforce to enable your customers to get the most out of their day while you gain all-important mindshare from partnering with the No.1 UCaaS market leader. By integrating communications tools with other cloud-based applications, businesses can start leveraging their data more effectively and efficiently.

Partner with RingCentral and revolutionise the marketplace

Why should you partner with RingCentral today?

Visionaries in cloud communications

RingCentral began displacing complex and outdated on-premise hardware phone systems in 2003. Now more than 350,000 organisations enjoy carrier-grade reliability and systems that are easy to scale, manage, and use. Gartner regards RingCentral as a leader in the worldwide UCaaS industry for the past seven years in a row.

Champion your success with our Partner Programs

Channel Harmony™ partners receive full compensation and specialised, subject matter expert resources while closing deals of any size, one to infinity, plus hands-off upsell services. As well as receiving comprehensive, no-cost, on-going training and certifications, you are strengthened by channel manager support and a dedicated partner support line. You also get a discounted partner account. With RingCentral, you are a valued partner.

The IGNITE! Partner Program empowers qualifying partners to own the entire sales process from open to close for opportunities with fewer than 500 employees. Certified partners can provide quotes, access a dedicated desk team for sales support, and have the ability to close their own deals.

The new technology of the communications community

Have your clients up and running in five minutes with the leading innovative solution on the market. Much like the evolution that’s taken place in personal communications thanks to smart technology, business communications are now smart-powered. Join RingCentral in revolutionising the way the world works.

The opportunities are endless

It’s no secret that VOIP and unified communications are a multi-billion-pound market that has now become a necessity for most businesses to thrive in today’s current climate, meaning your prospects for success are abundant. RingCentral offers attractive commissions, and we want to capture the market with enthusiastic partners.

Register to become a RingCentral Partner

Finding the missing part to the puzzle

Whether you’re pitching to a team of sales reps or technical support agents, there are a few key challenges most businesses face that will subsequently have a negative impact on their business.

Questions they may ask themselves daily include:

How do I keep up with all the information available? Not just keep up, but manage it, and USE IT for competitive advantage?

Most of my daily tasks require using multiple applications. Is repeating tasks across disjointed workflows really the best use of my time?

I wonder what I’d discover if I calculated the effort, cost, and impact of all my customer interactions. Finding numbers, misdials, scheduling, and logging calls must be wasting precious time and money?

What are the benefits of integrating Salesforce with RingCentral?

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 personalised customer experience.

Key Features

Installation Made Easy:

Install wizard will take the admin through a series of seven simple steps to configure the integration.

‘Do Not Contact’ Settings:

RingCentral for Salesforce honours ‘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:

Using WebRTC technology, your clients can leverage RingCentral calling capabilities such as, call controls, inbound, and outbound calls without ever navigating away from Salesforce.

RingCentral Unified App:

Users can make and receive calls from the RingCentral unified app, without the need to download the RingCentral phone app.

High Velocity Sales (HVS):

By powering the telephony side of a sales cadence, RingCentral allows sales reps to click-to-call right from their work queue and log them with a HVS disposition to move sales cadence forward. (Only available for Salesforce Lightning).

Performance Reporting:

Users can view a complete dashboard of their team’s performance. Now users can edit and customise the RingCentral Analytics data as a native Salesforce report through our Cloud Phone Report.


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 up with a 360° view of the caller to enable 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.

Users Stay in Control of Their Interface:

Work in Salesforce Classic or Salesforce Lightning UI.

RingCentral Video:

Salesforce works seamlessly with award-winning RingCentral Video. Users can view their RingCentral Video meetings in their Salesforce calendar and configure their meeting settings within Salesforce.

Salesforce integration case studies

View our full range of Salesforce integration case studies