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RingCentral
Salesforce

Connect RingCentral and Salesforce

Explore ready-made RingCentral and Salesforce templates and start automating in minutes.

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Create a custom workflow

Integrate RingCentral with Salesforce and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

RingCentral
Trigger: Watch Account Missed Calls
Salesforce
Action: Select an action
1. Select a trigger

  • Triggers, when there is a new, missed call for the whole account (any of the account extension doesn't answer the call and it declined).

  • Triggers when any new call appears in the system.

  • Triggers when a new incoming call has been picked up.

  • Returns new call recordings since the last check.

  • Triggers when there is a new incoming or outgoing call.

  • Triggers when there is a new missed call.

  • Triggers when a new fax has been received.

  • Watches for new messages.

  • Triggers when a new Outbound SMS message is created or updated.

  • Triggers when a new SMS message received.

  • Triggers when a new voice message has been received.

2. Select an action

  • Creates multiple records.

  • Creates a new record in an object.

  • Creates a new record or updates an existing one if a matching record is found.

  • Deletes a record.

  • Downloads an attachment or a document.

  • Returns information about a specific record by its record ID.

  • Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.

  • Sends a custom API call to Salesforce. You can use this to call endpoints that aren't covered by existing modules.

  • Sends a custom API call to Salesforce with a custom base URL. You can use this to call endpoints that aren't covered by existing modules.

  • Posts a message to a Chatter feed.

  • Updates an existing record in an object.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between RingCentral and Salesforce.

Bulk create records (advanced)
Creates multiple records.
Action
Create a Contact
Creates a new contact
Action
Create a record
Creates a new record in an object.
Action
Create or update a record
Creates a new record or updates an existing one if a matching record is found.
Action
Delete a record
Deletes a record.
Action
Download an attachment or document
Downloads an attachment or a document.
Action
Get a Call Recording
Returns call recordings by ID.
Action
Get a record
Returns information about a specific record by its record ID.
Action
Get bulk job results (advanced)
Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.