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Question

RingCentral Salesforce Integration - Automatically create and save tasks from calls

  • April 13, 2021
  • 1 reply
  • 738 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?

1 reply

  • Author
  • New Participant
  • 1 reply
  • April 13, 2021

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


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