Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
RingEX by RingCentral: Business Phone | Webinar | SMS | Click-to-call
Productivity Unleashed for Sales and Marketing Teams
- Business Need
- Sales ProductivityTelephony
- Requires
- Sales CloudService Cloud
Sellers get integrated calling and SMS, automated call logging, and instant customer lookups to keep focus while eliminating app switching. Marketers can produce world-class webinars with ease with automated campaign creation, lead management, and more.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 2 of 2 Reviews
Works as described
We use the integration with our RingEx environment to capture agent to student interactions. I do like that when a message is received after hours, the agent has the ability to synchronize the interaction with Salesforce after the fact. I do see this as a work in progress from RingCentral, as many have expectations of work that have not been released yet. Our success with the integration was that we extensively tested all functionality in the Sandbox environment and fine tuned processes before we went to production. Overall, this is a great tool to capture call/SMS data from a desk phone user with the CRM. Looking forward to future releases.
NOT fully integrated with Salesforce
RingCentral is a huge disappointment. Voice and SMS work, but the integration with Salesforce is buggy and incomplete. We have thousands of SMS messages that aren't posted as activities (tasks) and didn't create chatter on the contact records. This creates three major problems: 1) users and managers can't review the content of previous SMS exchanges. 2) managers can't hold users accountable for timely transactional communication 3) we can't filter out contacts that have just received an SMS from us, so we accidentally send the same marketing SMS to them more than once. Our previous telcom provider was a very small company and they got out of this service area. Their integration with Salesforce was far better, nearly perfect. We could never have suspected that a major provider like RingCentral would have integration with Salesforce so poorly implemented.
I completely agree with your feedback. There are numerous bugs associated with the integration with Salesforce, and obtaining support is nearly impossible. By the time someone reaches out days later, the issue has often resolved itself, making it difficult for them to review it. As a result, the same problems keep happening repeatedly. It's extremely frustrating!
Thanks for your feedback — and I’m sorry for the frustration this has caused. Our Salesforce integration is trusted by thousands of teams to log calls and text. That said, we know every org’s setup is unique, and sometimes configuration or permission settings can impact how SMS is logged. We’re continuously improving in this area and would love to connect directly to review your setup and help ensure everything is working as expected. Please reach out to our support team and we'll do our best to connect and help address your issues. Regards, George Lu Product Manager
Thank you for your thoughtful and detailed review, Jose! We are thrilled to hear that the RingEX and Salesforce integration effectively captures critical agent-to-student interactions for your institution. We appreciate you highlighting the after-hours synchronization for messages. Ensuring that no student interaction is lost, even when it occurs outside of standard operating windows, is a key part of maintaining a complete source of truth in your CRM. Thank you for choosing RingCentral!