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Using Ring.io with a CRM
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Connecting Ring.io to a Salesforce account
Connecting Ring.io to a Salesforce account
Stan avatar
Written by Stan
Updated over a week ago

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.

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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.

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