RingCentral now has a Windows app for Salesforce.com!
On select RingCentral plans, RingCentral softphone users can download and install the app at no cost. It integrates your RingCentral account with Salesforce’s cloud customer relationship management (CRM) service, automatically pulling up Salesforce contact details any time you receive a call.
The app also includes a call notes feature, enabling you to record and save call information within Salesforce.
RingCentral Salesforce integration can enhance productivity and help you work more efficiently. It’s a great add-on to any business toolkit.
Looking to learn more about installing and using RingCentral’s Salesforce app? The RingCentral Support Center can help. The Support Center features a section just for Salesforce integration – including a guide for administrators (PDF) and another for users (PDF).
Click here to visit the Support Center’s Salesforce integration page. You may also want to check out the Support Center’s softphone page, as the softphone must be installed for the RingCentral Salesforce app to function.
If you should need additional assistance with Salesforce integration or the softphone, you can quickly and easily create a case from inside the Support Center. Simply look for the black Contact Support button – click it and you will see an “Open a Case” option. You can also check the status of an existing case by clicking the “Check my case status” link at the Contact Support page.
We hope you enjoy RingCentral’s Salesforce app! If you’re interested in upgrading your RingCentral plan to take advantage of the app (or other Premium- or Enterprise-exclusive RingCentral features), contact our sales team at (800) 820-3676.
Originally published Jul 16, 2013, updated Aug 11, 2020