Unite RingCentral Calls with Salesforce Records
Turn every RingCentral conversation into actionable Salesforce data. Automatically log calls, transcribe conversations, and update your Salesforce records in real-time.
Set Up in Minutes, Not Hours
Get your RingCentral and Salesforce integration running quickly with our simple 3-step process
Connect RingCentral
Link your RingCentral account using JWT to enable call capture from all devices.
Connect Salesforce
Authenticate your Salesforce account using OAuth 2.0. Setup takes 5 minutes.
Start Logging Automatically
Every RingCentral call automatically creates a detailed record in Salesforce with transcripts, recordings, and smart contact matching.
How RingCentral and Salesforce Work Together
Call Connector creates a seamless bridge between RingCentral and Salesforce, turning every communication into organized, searchable data.
Automatic Call Logging
When a call or text message ends on RingCentral, Call Connector immediately gets to work. It looks up the phone number in your Salesforce contacts and creates a Task with complete metadata: duration, timestamp, direction, and participants.
Recording & Transcripts
Recording a call in RingCentral? The recording and AI-generated transcript are automatically attached. No manual uploads, no copy-paste—everything flows automatically.
Smart Matter Linking
Calls are automatically associated with the relevant matter based on the contact. Everything stays organized without you lifting a finger.
SMS Integration
Text messages from RingCentral become records in Salesforce too, preserving complete conversation threads alongside your call history.
What's Included
Call Logging
SMS Logging
Fax Logging
Recording Storage
AI Transcripts
Matter Association
Available on Enterprise+ Plan
This integration requires the Enterprise plan or higher. Both RingCentral and Salesforce must have active accounts.
Why RingCentral + Salesforce?
The Problem
Sales teams live on the phone, but when RingCentral calls aren't logged to Salesforce, deals slip through the cracks. Reps waste time manually updating CRM records instead of selling, and managers lack visibility into customer conversations and pipeline health.
The Solution
Call Connector automatically captures every RingCentral call and creates a Task in Salesforce with complete details: participants, duration, timestamp, and direction. When you record calls in RingCentral, you also get AI-powered transcripts—searchable and ready for review. If the contact has an associated matter, everything links automatically. RingCentral text messages become records too, preserving complete conversation threads.
The Result
Sales reps stay focused on selling while every RingCentral conversation automatically updates Salesforce. Managers get complete visibility into customer interactions. No missed follow-ups, no lost deals, no manual logging—just automatic, accurate pipeline data.
Everything Captured Automatically
Complete details from every RingCentral communication, automatically organized in Salesforce
Every inbound and outbound call from any RingCentral device or extension
Complete call metadata: duration, participants, timestamps, direction
AI transcriptions with speaker labels (only for manually recorded calls)
Call recordings and playback links (only for manually recorded calls)
AI summaries highlighting key points (only for manually recorded calls of sufficient length)
SMS and MMS messages with full conversation threads
Every call logged as a Task record related to contact and/or opportunity
Call duration, timestamp, direction, and participants automatically captured
AI-powered transcriptions embedded in Task description
Recording links included for instant playback
SMS messages logged as Task records
Faxes logged as Task records with file uploaded as contact attachment
See It In Action
Real examples of RingCentral and Salesforce working together with Call Connector
Salesforce: Calls appear as Task records related to contacts and opportunities
Salesforce: SMS messages are also logged as Task records for complete communication history
Salesforce: Faxes are logged as Task records with file upload details
Salesforce: Fax files appear as attachments on the contact's details page
RingCentral: Sign into RingCentral, and then go to your developer settings to create a JWT for Call Connector.
RingCentral: Reveal the JWT by clicking on “Click to see”. Copy and paste it into the authorization screen in Connect.
RingCentral: Paste your JWT credentials in the Call Connector configuration dashboard to connect RingCentral
RingCentral: Tap the Record button during calls to enable AI transcriptions and summaries
Frequently Asked Questions
Common questions about connecting RingCentral with Salesforce
Connect to Salesforce from other communication platforms
Receive call logs from RingCentral in other systems
