RingCentral Salesforce integrationCalls, texts and long call notes, all on the Salesforce record
RingCentral for Salesforce puts calling and texting inside Salesforce and logs calls and messages. We set it up and take it further: calls on a custom activity object that holds long notes and summaries, missed-call follow-up, and reports your managers read.
- RingCentral for Salesforce set up, then extended
- Calls on a custom activity object built for long text
- Missed calls followed up and reported
900+ integrations completed · Salesforce partner · We sign BAAs
- • Each call
- • Call notes and summaries
- • Texts
- • Rep, direction and duration
- • Click-to-dial
- • Caller match
The call log is there, the conversation is not
Salesforce tasks and events cannot hold long text. Long call notes and summaries get cut or left out, so the next rep starts the conversation over.
What it does
What the RingCentral Salesforce integration handles
Native integration, extended
We set up RingCentral for Salesforce, then build what it does not cover with flows, Apex and LWC.
Call and text from Salesforce
Reps call and send messages from the record without switching apps.
Screen pops
Incoming calls show the caller's details and the matching record.
A record for every call
Calls logged to a custom activity object that holds long text, with direction, rep, duration and outcome.
Long notes and summaries
Call notes and summaries land on the call record in full, so anyone can read the call before calling back.
Missed-call follow-up
Missed calls flagged on the lead and assigned, so callbacks are tracked.
One activity feed
Calls, texts, tasks and emails on one timeline on the lead.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect RingCentral to Salesforce.
AimingData that flows
RingCentral Salesforce integration: both directions, field by field
- Each callA call activity record on the lead or contact
- Call notes and summariesLong text, on the call record
- TextsLogged next to the calls
- Rep, direction and durationFor reporting by rep
- Missed callsFlagged for follow-up
- Click-to-dialCalls placed from the record
- Caller matchThe record shown on incoming calls
See your own RingCentral + Salesforce map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
RingCentral Salesforce integration: the hard parts, already solved
Long text
Notes and summaries are too long for tasks and events, so they live on a custom activity object built for them.
Last activity date
Calls on a custom object still update the lead's last activity, so reports and follow-up rules stay right.
Native vs custom
Where the native integration covers what you need, we set it up cleanly. Where it stops, we build the rest with the RingCentral APIs.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the RingCentral Salesforce integration goes live
- 1
Free call
We look at your phone system, how calls and texts come in, and what your team needs to see on the record.
- 2
Mapping
Which records calls land on, which details carry over, and what happens after a missed call, agreed before anything is built.
- 3
Set up and test
The native integration set up, the extras built, and everything tested with real calls before your team relies on it.
- 4
Go live
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the RingCentral Salesforce integration is for
- Sales and admissions teams on RingCentral and Salesforce
- Managers who want to read calls, not only see that they happened
- Teams that text and call from the same record
RingCentral Salesforce integration FAQ
Does RingCentral integrate with Salesforce?
Yes. RingCentral for Salesforce adds calling, texting, caller details and call logging inside Salesforce. We set it up and extend it.
Why a custom activity object?
Salesforce tasks and events cannot hold long text. A custom activity object can, so long call notes, summaries and transcripts fit on the record.
Can RingCentral texts be logged in Salesforce?
Yes. Messages are logged on the record next to the calls.
Have you built RingCentral and Salesforce before?
We work with RingCentral and manage Salesforce orgs as a Salesforce partner. On the free call we look at your setup and show you what the build looks like.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.