Integrate RingCentral with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

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Select a trigger from RingCentral

A trigger is an event that starts your Zap and runs the workflow. For example, with RingCentral, a trigger could be "New Call Log Record."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected RingCentral to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect RingCentral to Salesforce with a Zapier template.

Our most popular template

Send sms/mms via RingCentral when updated fields on Salesforce records are detected
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Salesforce + RingCentral
Create Salesforce records for every new RingCentral call recording
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RingCentral + Salesforce
Create Salesforce records when RingCentral calls end
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RingCentral + Salesforce
Generate new Salesforce leads from new RingCentral voicemails
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RingCentral + Salesforce
Send sms/mms in RingCentral for new leads in Salesforce
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Salesforce + RingCentral
Find contacts in RingCentral whenever records are updated in Salesforce
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Salesforce + RingCentral

Send sms/mms via RingCentral when updated fields on Salesforce records are detected

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Salesforce + RingCentral

Create Salesforce records for every new RingCentral call recording

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RingCentral + Salesforce

Create Salesforce records when RingCentral calls end

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RingCentral + Salesforce

Generate new Salesforce leads from new RingCentral voicemails

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RingCentral + Salesforce

Send sms/mms in RingCentral for new leads in Salesforce

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Salesforce + RingCentral

Find contacts in RingCentral whenever records are updated in Salesforce

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Salesforce + RingCentral

Make work flow with AI

Level up your RingCentral to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about RingCentral + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with RingCentral and Salesforce

How can I set up the RingCentral and Salesforce integration?

To set up the RingCentral and Salesforce integration, you can follow our step-by-step guide on the integrations page. Once integrated, you can configure various triggers such as 'New Voicemail' in RingCentral to initiate actions like creating tasks or logs in Salesforce.

What triggers are available in the RingCentral and Salesforce integration?

The integration allows several triggers including 'New Call', 'Missed Call', 'New Fax', and 'New SMS' in RingCentral which can prompt actions in Salesforce such as creating new leads, updating contact records, or posting messages in Chatter.

Can I customize actions in Salesforce from a RingCentral trigger?

Yes, you can customize actions in Salesforce when a specific event occurs in RingCentral. For example, a missed call trigger could automatically create a follow-up task for your sales team within Salesforce.

Is it possible to filter the data that gets transferred between RingCentral and Salesforce?

Yes, filters can be applied to determine which data gets routed from RingCentral to Salesforce. For instance, you might choose only calls from specific numbers or regions to create entries or updates in your Salesforce database.

What types of actions can be performed within Salesforce once a trigger from RingCentral occurs?

Actions that can be executed within Salesforce include creating new contacts or leads, logging calls or messages into specific accounts, updating existing records, and even sending notifications among team members through Chatter.

Does integrating with both platforms require technical expertise?

Integrating these platforms does not require extensive technical knowledge. Our intuitive setup process guides you through with straightforward prompts for selecting desired triggers and actions.

How often do the integrated systems sync their data?

Our system typically syncs data between RingCentral and Salesforce almost instantaneously upon receiving a trigger input from any supported event on either platform.

Connect RingCentral and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Description
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Scheduled
Try It
Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Trigger
Instant
Try It
- Delay By
Trigger
Scheduled
Try It
- Type
- Status
  Required
Trigger
Instant
Try It
- Duration Unit
- Time Format
- Format
Trigger
Instant
Try It

- Name
  Required
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number From
  Required
- Caller ID
- Phone Number To
  Required
- Play Prompt
Action
Write

- Type
- Phone Number From
  Required
- Phone Number To
  Required
- Text
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Call Ended
Triggers when a call has been ended.
Trigger
Instant
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Missed Call
Triggers when there is a new missed call.
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
Try It
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
- Phone Number
Action
Write
- Phone Number To
  Required
- File
  Required
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- Lookup By
  Required
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Learn more

Related categories

Phone & SMS

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Integrate RingCentral with Salesforce to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.