RingCentral and Salesforce, read together
RingCentral is the phone system: inbound and outbound calls, voicemails and texts, each tied to a number rather than a person. Salesforce holds the pipeline: leads, accounts, opportunities and the activity logged against each. A prospect calls, the call lives in RingCentral against a number, and the deal in Salesforce shows no activity for a week, because nobody logged it.
Liaison reads RingCentral and Salesforce together, matches each call to a contact and a deal, and tells you which leads called and were not called back, which deals have gone quiet, and what was said on the calls that matter.
Where RingCentral and Salesforce disagree
- Calls in RingCentral from numbers that match no contact in Salesforce, so new leads are never created.
- Deals in Salesforce with no logged activity while RingCentral shows three calls with the account this week.
- Missed calls and voicemails in RingCentral from open opportunities that no one returned.
- Call outcomes tagged in RingCentral that never change the Salesforce stage.
- Reps whose call counts in RingCentral and activity counts in Salesforce tell two different stories.
Questions it answers across both
- “Which missed calls this week came from an open deal, and were they returned?”
- “Which deals have had calls in RingCentral but no activity logged in Salesforce?”
- “How many calls did each rep make this week, and how many reached a decision maker?”
- “Which numbers that called us are not in Salesforce at all?”
What Liaison does with RingCentral and Salesforce
- Matches RingCentral calls to Salesforce contacts and deals and lists the missed or unreturned calls from open opportunities.
- Drafts the Salesforce activity for each unlogged call, with duration and outcome, for you to confirm.
- Flags new callers with no contact and drafts the lead for you to approve.
- Writes the weekly call summary from both: calls, reached, returned, deals touched.
What it reads and does in each
Liaison across RingCentral and Salesforce, set up with you, for $629 a month.
- Connects to RingCentral and Salesforce with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what RingCentral says, what Salesforce says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison make calls?
No. It reads the calls, voicemails and tags in RingCentral and works from them. Returning a call is yours.
Will it log activities in Salesforce?
It drafts them and waits for your yes on the first batch; after that it logs that kind of activity without asking.
Can it read a voicemail?
Where RingCentral provides a transcript, yes. It tells you when it only has the audio.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.