Salesforce integration

RingCentral App

Seamless integration between your RingCentral phone system and Salesforce CRM.

Feature benefits:

Increase call efficiency

  • With simple click-to-dial from within Salesforce, you can spend more time selling or servicing customers and less time dialing.
  • Save time by eliminating misdials.

Drive organizational collaboration

  • Work multiple call records in separate browser tabs.
  • Easily collaborate within Salesforce using call records and RingCentral Softphone call management.

Enhance customer interaction

  • Incoming callers are instantly matched to existing contact records which are automatically displayed.
  • Take notes while on call – saved automatically.


How does the app work?

  • The app runs in your Salesforce account, and uses your RingCentral Softphone for dialing and call handling.
  • You can call contacts from within Salesforce by simply clicking on phone number.
  • For incoming calls, the app automatically brings up the 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 RingCentral Office (Premium or Enterprise) Edition. Please call sales at 1-877-323-8684 for pricing and details.
  • You must have Salesforce Professional, Enterprise or Unlimited edition.
  • You need to be running Windows XP or 7.
  • You must have RingCentral Softphone installed and running on user desktops.

Installation Instructions:

  1. Simply follow instructions provided in Administrator Guide to create the definition file in Salesforce.
  2. Login to your RingCentral account and go to Tools to download the RingCentral App for Salesforce on user desktops.
  3. Follow instructions provided in User Guide to install the RingCentral App for Salesforce on user desktops.
Note: You must have Salesforce Professional, Enterprise or Unlimited edition, Microsoft Windows XP or 7, and RingCentral Softphone.