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RingCentral + Salesforce Integrations

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Connect RingCentral to Salesforce
Example screenshots
Example workflows
Triggers and actions
RingCentral + your other apps
Salesforce + your other apps
FAQ

RingCentral + Salesforce integrations

Salesforce > Salesforce

Trigger

Last triggered

Opportunity stage reached

Create record

Overview

Connect RingCentral to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between RingCentral, Salesforce, and many other popular SaaS applications.

Check below for example workflows using RingCentral and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of RingCentral and Salesforce integrations in Relay.app

Use any of these RingCentral actions in your Relay.app workflows.

Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Use any of these RingCentral actions in your Relay.app workflows.

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Example RingCentral + Salesforce workflows

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Automatically send text message in RingCentral for each opportunity stage reached in Salesforce

Try it

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Send text message automatically in RingCentral for each opportunity stage changed in Salesforce

Try it

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Send text message automatically in RingCentral for each record added in Salesforce

Try it

RingCentral Triggers

No RingCentral triggers yet

Request trigger

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

RingCentral Actions

Other

sms

Send text message

Create your own Salesforce + RingCentral integration

Select a trigger in Salesforce

Select an action in RingCentral

Create your workflow

Connect RingCentral to your other apps

Or connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect RingCentral to Salesforce with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in RingCentral or Salesforce to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize RingCentral and Salesforce to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting RingCentral to Salesforce?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate RingCentral and Salesforce—give it a try and let us know what you think.

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via email

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Screenshot showing how to test a step in an automated workflow in Relay.app

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