Integrations

RingCentral for Salesforce

Streamline your workflows. Seamlessly integrate your RingCentral solution with Sales and Service Cloud.

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There's no doubt that Salesforce is one of the most popular CRMs on the market—and it’s easy to understand why. It is an incredibly powerful tool that helps organizations implement many levels of business logic, such as keeping track of customers, monitoring sales orders, recording new leads, attending to support requests, and more.
But what if you could make Salesforce even more powerful? This is where RingCentral for Salesforce integration comes in. With this innovative integration service, you can automate workflows, increase call efficiency, and improve the quality of customer relationships and interactions. Plus, the API integration works in both Sales Cloud and Service Cloud, so no matter how you use Salesforce, it can help take your experience to the next level without fail.
Message and meet, in a single app

Benefits of RingCentral and Salesforce CRM system

Team productivity and call efficiency

You can save precious time and pour your 100% focus and energy into the most critical tasks when you have click-to-call, meeting scheduling, and call logging capabilities within Salesforce.

Seamless integration with Salesforce

Integrating your RingCentral solution with everyday applications, like Salesforce, allows you to automate tedious tasks, make your business processes more efficient, and provide your customers with a superior experience.

Work the way you want

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

Exceptional customer experiences

Get easy access to key customer information and call history on demand, allowing your agents to facilitate organizational collaboration and deliver timely and personalized customer interactions.

Streamlined business communications

RingCentral for Salesforce integration reduces the need for agents to switch active calls between different RingCentral endpoints as well as multiple applications to complete core business functionalities to accomplish their daily tasks.

Scheduling a RingCentral Video meeting from Salesforce
RingCentral analytics data viewed from within Salesforce
Making a phone call using RingCentral directly from Salesforce
An overview of a contact’s information from Salesforce
The RingCentral dialpad straight from the Salesforce App

You can save precious time and pour your 100% focus and energy into the most critical tasks when you have click-to-call, meeting scheduling, and call logging capabilities within Salesforce.

Scheduling a RingCentral Video meeting from Salesforce

Integrating your RingCentral solution with everyday applications, like Salesforce, allows you to automate tedious tasks, make your business processes more efficient, and provide your customers with a superior experience.

RingCentral analytics data viewed from within Salesforce

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

Get easy access to key customer information and call history on demand, allowing your agents to facilitate organizational collaboration and deliver timely and personalized customer interactions.

An overview of a contact’s information from Salesforce

RingCentral for Salesforce integration reduces the need for agents to switch active calls between different RingCentral endpoints as well as multiple applications to complete core business functionalities to accomplish their daily tasks.

The RingCentral dialpad straight from the Salesforce App

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

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Key features of RingCentral and Salesforce VoIP Integration

There are several CRM software out there: Zapier, Jitterbit, Pipedrive, Hubspot, and the list goes on. With so many options, choosing which is the best for your business can be daunting. Let us make this process easier for you, and allow us to showcase what RingCentral for Salesforce brings to the table. You can expect nothing less from one of the world's leading cloud-based CRM tools: from data integration, data synchronization, and marketing cloud automation to chatter, analytics, and real-time visualization.

This allows sales reps to make calls right from the work queue and log calls with an HVS disposition to move sales cadence forward.

Need to schedule RingCentral Video meetings from Salesforce? It’s an easy, no-fuss process!

Incoming calls trigger screen pops with a 360° view of the caller. This makes way for better quality interactions.

Place calls from within the Salesforce app by clicking on any phone number. No need to switch devices or applications!

View a complete dashboard of all important Salesforce data: total calls, average duration/amount of calls, and the call disposition and direction.

Get complete visibility into your sales funnel with advanced features like offline call logging and the multi-call log option.

Connect on both Windows® and Mac®, using any popular browser. The user interface is simple and easy to follow, so you won’t have any trouble.

Powered by WebRTC technology, RingCentral is able to offer calling capabilities like call controls and inbound and outbound calls without ever navigating away from Salesforce.

Our installation wizard offers an on-demand tutorial service, taking the admin through a series of simple steps to configure the integration in 7 simple steps.

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

Brad Giannini, Managing Director

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RingCentral for Salesforce

The RingCentral for Salesforce integration can be installed from the Salesforce AppExchange into your Salesforce sandbox or production environments. Bear in mind that installing apps from the AppExchange requires you to have administrative privileges in Salesforce.
Ready to connect Salesforce with RingCentral? Ensure the following requirements are met for optimal user experience:
  1. Requires Windows® XP or above or Mac OS® X 10.8 Mountain Lion or above.
  2. Supported browsers include: Chrome™30 (or later), Firefox® 25 (or later), Safari® 6.0.5 - Safari is supported for Classic view only (or later), and Internet Explorer® 10 (or later).
  3. RingCentral for Salesforce is compatible with RingCentral Video and RingCentral Meetings.
  4. RingCentral for Salesforce is NOT compatible with community licenses. 
  5. High Velocity Sales feature compatibility: ONLY available for Lightning.
You can use the RingCentral for Salesforce app with any RingCentral endpoint, including on-premise desk phones, the RingCentral Mobile app, and the RingCentral Deskphone app.
Not all CRMs are built the same, and not all are priced the same. For instance, RingCentral for Salesforce integration is readily available for all our RingCentral MVP Premium and Ultimate customers with Salesforce Professional (PE) or above (EE and UE) accounts. Click here to view a complete breakdown of available RingCentral cloud communications solutions and their pricing.

More on RingCentral for Salesforce

Datasheet: RingCentral for Salesforce Sales Cloud
DATASHEET
RingCentral for Salesforce Sales Cloud
Read the datasheet
Datasheet: RingCentral for Salesforce Service Cloud
DATASHEET
RingCentral for Salesforce Service Cloud
Read the datasheet
Video: RingCentral for Salesforce: Features
video
RingCentral for Salesforce: Features
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