RingCentral + Salesforce Integration

Integrate RingCentral to Salesforce in one click, or tell Integrately AI how you want each contact handled. Log calls and messages, create CRM records, update lead statuses, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • RingCentral
    Call is recorded in RingCentral
  • RingCentral
    SMS is received in RingCentral Instant
  • RingCentral
    Call is missed in RingCentral Instant
  • RingCentral
    Call is received in RingCentral Instant
  • RingCentral
    Voicemail received in RingCentral Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.

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Ready Workflows Ready Workflows for RingCentral + Salesforce Integration

Log calls and messages, organise CRM records, keep lead statuses updated, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + RingCentral Integration

Send RingCentral message for new Salesforce record

Automatically sending a RingCentral message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - RingCentral integration, you can be confident that you will always be kept in the loop.

Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a RingCentral message for every new Salesforce record is an essential way to stay on top of your work.
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Salesforce + RingCentral Integration

Send RingCentral message for new Salesforce task

With this Salesforce - RingCentral integration, whenever a new task is created in Salesforce, message will be sent via RingCentral. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Salesforce + RingCentral Integration

Send RingCentral message for new Salesforce opportunity

Whenever a new opportunity is created in your Salesforce, you'll want to communicate with your team to make sure everyone is on the same page. Sending RingCentral message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Salesforce - RingCentral integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Connect more apps to your RingCentral + Salesforce flow

Automatically update your support tickets, customer emails, team channels, and marketing lists the moment your communication data lands in the CRM. Pick a combination and activate it in one click.

RingCentral
Salesforce
+
GmailGmail (3)
+
ZendeskZendesk (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
R
S
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Send a confirmation email in Gmail when an SMS is received in RingCentral and create a contact in Salesforce
Every incoming RingCentral text message creates a Salesforce contact and triggers an email in Gmail instantly, eliminating manual data entry.
R
S
G
When a call is recorded in RingCentral, create a task in Salesforce and send an email summary in Gmail
Recorded phone conversations automatically generate follow-up tasks in Salesforce while sending a summary email via Gmail.
R
S
G
When a voicemail is received in RingCentral, update the contact in Salesforce and send an email alert in Gmail
Voicemail notifications update existing Salesforce contact profiles and notify staff via Gmail for fast response times.

Supported triggers and actions for RingCentral and Salesforce

Mix and match to build the exact automation you need

RingCentral
RingCentral Triggers & Actions
Call is recorded in RingCentral
Triggers the automation when a call is recorded
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Instant
SMS is received in RingCentral
Triggers the automation when a new text message is received
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Instant
Call is missed in RingCentral
Triggers the automation when a call is missed
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Instant
Call is received in RingCentral
Triggers the automation when a call is received
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Instant
Voicemail received in RingCentral
Triggers the automation when a voicemail is received
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Create contact in RingCentral
Adds a new contact to the RingCentral app
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Send SMS in RingCentral
Sends a text message to particular recipients
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Generate Ringout Call in RingCentral
Initiates a phone call and connect two parties for a ringout conversation
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Search User in RingCentral
Searches for a user
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with RingCentral + Salesforce?

Streamline communication tracking by connecting every call, SMS, and voicemail directly to your customer database.

What you can automate?
📞
Log every call recording as a Salesforce record
Capture phone conversations the moment they conclude. Automatically generate new records in Salesforce with complete call details and timestamps.
💬
Sync incoming text messages into CRM contacts
Map incoming SMS text content directly into separate Salesforce contact fields instead of relying on manual transcription and data entry.
Notify your team the moment a call is missed
Send instant alerts and create follow-up tasks in Salesforce whenever an inbound customer call goes unanswered.
🔀
Route records based on call outcomes
Perform different actions depending on whether a RingCentral interaction was a completed call, a missed call, or a voicemail.
🔄
Keep customer profiles updated continuously
Ensure your Salesforce database reflects the latest communication history without requiring manual log updates from your staff.
🔍
Search and update existing contacts
Check if a contact already exists in Salesforce before creating a new record, preventing duplicate entries and cluttered pipelines.
📋
Handle voicemails with automated tasks
Transform incoming voicemails and transcripts into actionable follow-up tasks assigned to the right representative in Salesforce.
🔌
Extend your workflow to team messaging tools
Trigger automated alerts in Slack or Gmail alongside your Salesforce updates whenever important client calls take place.
And much more...

Who is RingCentral + Salesforce integration for?

Revenue teams, support staff, and account managers eliminate manual data entry by connecting communication records directly to customer relationship management pipelines.

Revenue Operations Leads
Revenue Operations Leads
Inbound Support Agents
Inbound Support Agents
Account Managers
Account Managers
High-Volume Call Center Reps
High-Volume Call Center Reps
Sales Development Reps
Sales Development Reps
Compliance Officers
Compliance Officers
📈
Revenue Operations Leads
You're reviewing communication metrics and pipeline reports, but your CRM data only updates when staff manually log phone calls, so your activity dashboards are always hours behind — with this integration, every recorded call and SMS populates Salesforce instantly and your reporting stays accurate.
Inbound Support Agents
You need to act fast on missed customer calls and voicemails, but checking communication portals separately means you find out about urgent requests too late — automating both apps means every missed interaction generates a CRM task instantly so you can reach out first.
🤝
Account Managers
You answer to client stakeholders who expect complete transparency on call history and support progress, but manual logging leaves gaps in your client timelines — connecting these apps means every conversation is recorded in Salesforce automatically and your activity history is complete.
📞
High-Volume Call Center Reps
The inbound call and text volume is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads — integrating these apps means every customer interaction flows straight into Salesforce without manual copy-pasting.
🔄
Sales Development Reps
You own the next outbound step after a prospect interaction, but you depend on upstream reps to hand over call notes manually — this integration means every conversation detail lands in Salesforce immediately so you can execute follow-ups without waiting.
🛡️
Compliance Officers
You need a reliable history of all customer communications for auditing purposes, but manual data entry results in missing call logs and incomplete contact histories — automating both apps means every interaction is logged accurately and your audit trail is secure.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate RingCentral + Salesforce

Build and manage your RingCentral + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect RingCentral + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect RingCentral to Salesforce?
Frequently Asked Questions
You can connect RingCentral to Salesforce in 1 click using ready templates or by asking Integrately AI to build your automation. It also integrates smoothly with tools like Gmail, Slack, and HubSpot.
Can I automatically log RingCentral calls and text messages into Salesforce?
Frequently Asked Questions
Can I connect RingCentral, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for RingCentral and Salesforce?
Frequently Asked Questions
How does RingCentral data get transferred to Salesforce records?
Frequently Asked Questions
Can Salesforce update contacts when a RingCentral voicemail is received?
Frequently Asked Questions
Do I need coding skills to automate RingCentral and Salesforce?
Frequently Asked Questions
Is the RingCentral and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect RingCentral or Salesforce With 1500+ Other Apps

RingCentral
Popular RingCentral Integrations
Connect RingCentral to communication tools, SMS platforms, and video conferencing apps to manage remote interactions.
Salesforce
Popular Salesforce Integrations
Sync Salesforce with marketing platforms, reporting tools, and project management apps to keep customer data working across your stack.