Automate your sales and service cycle with RingCentral for Salesforce.

 

 

 

 

available on AppExchange

Gain insights with every call using RingCentral for Salesforce.

  • Work the way you want—support for Salesforce Classic and Salesforce Lightning.
  • Place calls within Salesforce with click-to-dial. Click on leads, contacts, or account records.
  • Incoming calls trigger a screen pop with the caller’s account information to give a 360° view by instantly displaying existing contact records.

Improve customer communications and increase business focus.

  • Drive organizational collaboration between RingCentral and Salesforce with a seamless integration that allows automatic call logging and reporting.
  • Extend the capabilities of your phone system within the Salesforce1 mobile app.

No software needed to use RingCentral for Salesforce.

  • This app runs entirely in the cloud, therefore no software is required for users. Simply follow the instructions provided in the Administrator Guide to configure the settings in Salesforce.
  • You can use the app with any RingCentral endpoint, including a desk phone, the RingCentral Mobile® app, or the RingCentral Desktop app. To view the user guide, click here.
  • You must have a Salesforce Professional, Enterprise, or Unlimited edition.
  • You need to be running Windows XP or later or Mac OS® X Mountain Lion or later.
  • iOS® and Android™ operating systems require that the RingCentral mobile app be installed on the same mobile device as the Salesforce1 App.
Datasheet
RingCentral for Salesforce
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Datasheet
RingCentral for Service Cloud
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Salesforce Lightning How-to Video
Salesforce Customer Reference Video

 

 

 

 

Integrations
Learn more about integrations See all RingCentral apps