Salesforce + RingCentral Integrations
Appy Pie Connect allows you to automate multiple workflows between Salesforce and RingCentral
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
About RingCentral
RingCentral provides cloud-based communication system to modern businesses of all sizes. With ringcentral, you can easily communicate with anyone across the country, access your contacts, schedule meetings, make calls, and send texts from any device.
RingCentral IntegrationsConnect the apps you use everyday and find your productivity super-powers.
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Twilio
Best Salesforce and RingCentral Integrations
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When this happens...
New Event
Then do this...
Create Detailed Event
You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.How It Works- Triggers when a new event is created in Salesforce
- Appy Pie Connect automatically adds that event to Google Calendar
What You Need- A Salesforce account
- A Google Calendar account
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![Salesforce]()
![Google Calendar]()
Salesforce + Google Calendar
Add new Salesforce events to Google Calendar as detailed events Read More...When this happens...
New Event
Then do this...
Create Detailed Event
With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.How It Works- Triggers when a new event is created in Salesforce
- Appy Pie Connect adds that same event to a Google Calendar in details
What You Need for this Integration- A Salesforce account
- A Google Calendar account
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When this happens...
New Lead
Then do this...
Send Channel Message
If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.How This Integration Works- Triggers when a new lead is created on Salesforce
- Appy Pie Connect sends a message to your chosen slack channel
What You Need- A Salesforce account
- A Slack account
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![Salesforce]()
![Slack]()
Salesforce + Slack
Get Slack notifications for new Salesforce opportunities Read More...When this happens...
New Opportunity
Then do this...
Send Channel Message
Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.How This Integration Works- Triggers when a new opportunity is created in Salesforce
- Appy Pie Connect sends a message about it on your chosen Slack channel
What You Need- A Salesforce account
- A Slack account
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When this happens...
New Task
Then do this...
Create Card
Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.How This Connect Works- Whenever a new task is added on Salesforce
- Appy Pie Connect adds a new card in Trello
What You Need- A Salesforce account
- A Trello account
It's easy to connect Salesforce + RingCentral without coding knowledge. Start creating your own business flow.
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New Account
Triggers the moment a new account is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Missed CallTriggers when there is a new missed call.
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New Call Recording
Triggers when a call has been recorded.
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New SMS
Trigger when new message received.
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New Voicemail
trigger when new voice mail received.
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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Generate Ringout Call
Starts a 2-legged RingOutCall based on specified from and to numbers.
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Send SMS
Sends a SMS message.
How Salesforce & RingCentral Integrations Work
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Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.
(30 seconds)
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Step 2: Authenticate Salesforce with Appy Pie Connect.
(10 seconds)
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Step 3: Select RingCentral as an action app.
(30 seconds)
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Step 4: Pick desired action for the selected trigger.
(10 seconds)
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Step 5: Authenticate RingCentral with Appy Pie Connect.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Salesforce and RingCentral
Salesforce is a cloud-based CRM platform that provides sputions for sales, service and marketing. With the help of Salesforce, organizations can access information about their customers, manage service and support requests, track deals with suppliers, manage sales activities, and analyze customer behavior.
RingCentral is an enterprise communications platform that allows businesses to communicate via voice calls, video chat, screen sharing, file sharing, and SMS messaging. RingCentral integrates with business applications such as Salesforce and Microsoft Outlook.
Integration of Salesforce and RingCentral
RingCentral offers integrated software with Salesforce to allow businesses to use both features at the same time. The best part about RingCentral’s integration with Salesforce is that it helps in increasing productivity. The integration of RingCentral with Salesforce allows users to make and receive calls directly from the sales funnel. It also allows users to cplaborate with clients and cpleagues seamlessly. This seamless cplaboration can be done by sharing files, screen or video. RingCentral offers a free subscription to select users who are already using Salesforce. The integration of Salesforce and RingCentral allows users to get all the essential call features within the CRM environment. This ease-of-use helps in increasing the efficiency of workers by reducing the time spent on switching between different applications. Employees can respond to calls directly from the Salesforce interface itself. This seamless integration helps in improving their productivity level and saves time while working. The main features of RingCentral that have been integrated with Salesforce include:
RingCentral contact list
RingCentral dial pad
RingCentral voicemail
RingCentral call recording
RingCentral extension dialing capability
RingCentral call transfer capability
RingCentral call hpd
RingCentral call conferencing
RingCentral call forwarding
RingCentral call blocking
RingCentral call pickup
The process to integrate Salesforce and RingCentral may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
