Follow the steps below to connect Ring.io to a Salesforce account. In order to complete the integration, an active Ring.io and Salesforce account is required.
To sign up for a Salesforce account, click here.
1. Log in to the Ring.io Admin Portal.
2. Under CRM Integration, click Configure CRM.
3. Navigate to Salesforce > Click Install.
4. Select Connect your Salesforce account.
5. Log in to your Salesforce account to complete the integration of Ring.io and Salesforce.