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.
6. For the best experience, select Advanced Ringio / Salesforce Integration. (use Data Menu's)
