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

Collaborate anywhere from one virtual workspace

Team productivity and call efficiency

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

Easy file sharing from tools like Google Drive

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.

Team collaboration tool with built-in task management

Work the way you want

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

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

Automate sales and service cycles. See for yourself.

High Velocity Sales

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

Schedule meetings

Seamlessly schedule RingCentral Video meetings from Salesforce.

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

Click-to-call

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

Performance reporting

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

See how easy it is to get started

Close X