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Question

RingCentral Salesforce Integration - Automatically create and save tasks from calls

  • 13 April 2021
  • 1 reply
  • 711 views

I have a client with the following asks but do not see the functionality within the setup for the RingCentral Salesforce Integration:

  • Automatically create and save tasks from inbound/outbound calls
    • I see the option to auto generate logs within the RingCentral widget, but no option to automatically save this to Salesforce
  • Automatically create task from missed call
  • Report on
    • How many calls were answered/unanswered
    • How many missed calls were returned

Are any of these features out of the box with this integration?

As well as automatically create leads if no match is found in Salesforce.


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