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The First Step
Aug 15, 2019 7:46 PM UTC
Question

Integrate RC actions in Salesforce Process Builder

We are considering pursuing this in our org.

It would be helpful to have the call pop when someone calls in, but beyond that, what is possible? Can we automate processes with process builder based on actions taken within the dialer?

5 replies

New Participant
Aug 15, 2019 8:34 PM UTC
The RC integration is very limited and RC didn't do any updates to the Salesforce integration for years if you are using Salesforce lightning the incoming call is not going to work for you to. Work flow is not working with RC.
Aug 28, 2019 7:52 PM UTC
Hi Ron,

I am from the RingCentral product team. Can you please elaborate on the issues you are facing with the RingCentral Salesforce integration. We have made significant changes to the product based on customer feedback and added several new features. Please email us at integrations_feedback@ringcentral.com

Also what version of the integration are you using? 

simon-cThe First StepAuthor
The First Step
Aug 29, 2019 12:57 PM UTC
Hi Srikumar,

Has it become possible to hook into call events and have them trigger process builder actions?

Simon
Sep 16, 2019 10:00 PM UTC
Hi Simon,

We do not have a readily available way for you to trigger process builder from the integration. However you can use our open platform API's. Also I am interested in learning about your use case to add features in our roadmap around process builder. Would you be open to providing us the details of your use case. Please reach out to us at integrations_feedback@ringcentral.com 

Thanks
Srikumar
New Participant
Sep 20, 2019 2:16 PM UTC
Hi Simon.
1. We update to the latest ver and when customer call in the customer need to display and this is not working on lightning it is overwriting what we are working on instead of having a popup with the name.
2. You can't click to text link in the Croome plugin.
3.whan you transfer a call you can't do worm transfer.4. we can't use texting with a workflow.5. text template.and much more