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RingCentral for Salesforce®

A seamless integration between your RingCentral phone system and Salesforce.

Automate your sales and service cycle with RingCentral for Salesforce

A seamless integration between RingCentral and Salesforce keeps you better connected. Streamline your processes with click-to-dial and screen pops, ensuring you have all the information at your fingertips, empowering agents in every interaction.

Complete cloud-based app.

  • Use your browser on any platform (Windows®, Mac®); no software installation is needed.
  • Make or receive calls through the RingCentral phone system, directly from your account within Salesforce.
  • Click to dial any phone number on your Salesforce1™ Mobile App and initiate a call using your RingCentral Mobile® app.

Increase call efficiency.

  • With simple click-to-dial from within Salesforce, you can spend more time servicing clients and less time dialling.
  • Save time by eliminating misdials.
  • Maintain your professional identity when initiating calls from the Salesforce1 Mobile App with your business phone number.
Salesforce customer reference video
Salesforce Lightning how-to video
RingCentral for Salesforce datasheet

Drive organisational collaboration.

  • View multiple call records in separate windows.
  • Easily collaborate within Salesforce using call records
    and RingCentral call management.
  • Extend the capabilities of your phone system to include integration
    with the Salesforce1 App.

FAQs:

Do I need to install any software to make this app work?

  • 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.

How does the app work?

  • The app runs in your Salesforce account and uses any RingCentral endpoint (desk phone, mobile app, Desktop app, etc.) for dialling and call handling.
  • You can call contacts from within Salesforce by simply clicking on the contact’s phone number.
  • For incoming calls, the app automatically brings up any matching contact record.
  • You can log notes during or after call and work multiple interactions on separate tabs.
  • Detailed reporting on calls is also available within Salesforce.

What do I need to use the app?

  • You must have 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 is installed on the same mobile device as the Salesforce1 App.

Additional resources

White paper
The Gartner Magic Quadrant
Video
RingCentral’s cloud phone solution features
Blog
Visit RingCentral UK blog

See how it works for your business

A sales advisor will contact you for a personalised, informative demo on the key features and benefits of a cloud phone system.

Thank you for your interest in RingCentral

A sales advisor will contact you within 24 hours. If you'd like to speak to someone now, please call  0800 098 9136.

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