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CRM ⇄ Communications

Affinity to RingCentral integration — real-time, two-way sync

Keep Affinity and RingCentral in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Affinity and RingCentral

Keep Affinity and RingCentral working from the same contacts, and log every call, message, and meeting back on the record, in real time and in both directions.

Affinity holds the people the business talks to: the contacts, their phone numbers and email addresses, and which rep owns the relationship. RingCentral is where the talking happens, whether that is calls, texts, email, or meetings. The two depend on the same people, and when the contact list in one drifts from the other, outreach goes to stale numbers and the record of what was said never makes it back to the account.

Stacksync syncs Opportunities, Field Values, Notes, Interactions in Affinity with RingOut (Click-to-call), Team Messaging (Chat), Presence, Subscriptions (Webhooks / WebSocket) in RingCentral field by field, in real time, and in both directions. Current contact details flow out to RingCentral so it can reach the right person, and the calls, messages, and meetings RingCentral produces flow back onto the matching record in Affinity. You decide which system owns which fields, and conflicts resolve by rules you set.

Common use cases

  • 01 Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.
  • 02 Sync notes and reminders into project or task systems used outside the deal team.
  • 03 Provision and deprovision Extensions from an HR system or IdP through the Configuration API so the user roster and assigned numbers stay current as people join or leave.
  • 04 Place RingOut click-to-dial calls from a CRM or internal app so reps dial contacts without leaving their workflow.

Common sync patterns

Where RingCentral reaches out: contacts kept current

Names, phone numbers, email addresses, and the owning rep from Affinity stay current in RingCentral, so every call, text, or email goes to the right person at the right address.

Calls, messages, and meetings on the record

Activity handled in RingCentral appears on the matching contact and account in Affinity, so the next person sees the full history without leaving the CRM.

Where RingCentral sends at scale: delivery and reply status back on the contact

Sends, bounces, opens, and replies from RingCentral update fields on the contact in Affinity, so lead status reflects what actually reached the person.

What you can sync between Affinity and RingCentral

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Affinity objects RingCentral objects How this pairing syncs
Interactions Automatically captured emails and meetings, read for activity reporting. RingOut (Click-to-call) Two-legged calls placed programmatically via POST /account/~/extension/~/ring-out, with status polled via GET and calls cancelled via DELETE; a write/action path for click-to-dial from a CRM or internal app. Write. Interactions is specific to Affinity and RingOut (Click-to-call) to RingCentral — each maps to any object or custom field on the other side.
Reminders Follow-up tasks associated with people and organizations. Team Messaging (Chat) RingCentral team-messaging chats, teams, and posts (formerly Glip); read conversations and create posts, create teams, and add or remove members to mirror org structure. Read and write. Reminders is specific to Affinity and Team Messaging (Chat) to RingCentral — each maps to any object or custom field on the other side.
Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. Presence Real-time presence and detailed telephony state per extension, read via GET presence and subscribed to for live updates, used to reflect agent availability and call status across systems. Read-only. Lists is specific to Affinity and Presence to RingCentral — each maps to any object or custom field on the other side.
List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. Subscriptions (Webhooks / WebSocket) Event subscriptions created through the Subscription API with eventFilters (message-store, presence, telephony sessions, extension changes); full CRUD, and the mechanism for near-real-time change delivery over webhooks or WebSocket. Read and write. List Entries is specific to Affinity and Subscriptions (Webhooks / WebSocket) to RingCentral — each maps to any object or custom field on the other side.
Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. Message Store (SMS / MMS / Fax / Voicemail) Messages in an extension's mailbox - SMS, MMS, fax, voicemail, and pager - read via GET /account/~/extension/~/message-store filtered by dateFrom/dateTo and messageType; outbound SMS is sent via POST /sms, MMS and fax via POST /fax, and messages can be marked read or deleted. Read and write. Persons is specific to Affinity and Message Store (SMS / MMS / Fax / Voicemail) to RingCentral — each maps to any object or custom field on the other side.
Organizations Company records matched to accounts in other systems by domain. Call Log Call detail records with direction, result, duration, from/to numbers, and recording references, from the account-wide and per-extension call-log endpoints, filtered by dateFrom/dateTo. Read-only records. Organizations is specific to Affinity and Call Log to RingCentral — each maps to any object or custom field on the other side.

How changes propagate between Affinity and RingCentral

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Affinity RingCentral Sub-second propagation

DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.

DeliveryEach detected change is written to RingCentral through its API, with automatic retries and rate-limit backoff.

RingCentral Affinity Sub-second propagation

DetectionRingCentral notifies Stacksync of record changes through webhook events. Subscription API webhooks (with a validation-token echo handshake) or WebSocket subscriptions on eventFilters such as message-store/instant,.

DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Affinity: Subject to the platform's published API rate limits.
  • RingCentral: Per-user (extension) throttling groups per 60 seconds - Heavy 10, Medium 40 (e.g. /sms), Light 50, Auth 5 - as customizable defaults; exceeding returns HTTP 429 with a Retry-After header and X-Rate-Limit-Group/Limit/Remaining/Window headers.
What ships with Affinity ⇄ RingCentral

Connect Affinity and RingCentral for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–RingCentral connection.

Real-time

Two-way sync

Changes in Affinity or RingCentral instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity or RingCentral data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Affinity or RingCentral record.

Observability

Monitoring

Track your Affinity ⇄ RingCentral sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Affinity and RingCentral.

How the Affinity and RingCentral connectors work

Affinity

Integration surface
REST API
Authentication
API key
Change detection
Webhook subscriptions for record events, supplemented by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits

RingCentral

Integration surface
REST API (RingEX Platform API) on platform.ringcentral.com, base path /restapi/v1.0, with resources under account/~/extension/~/ (message-store, call-log, sms, fax, ring-out, address-book, presence, subscription) plus the Configuration API for provisioning
Authentication
OAuth 2.0 - authorization code flow (with PKCE) for user-facing apps, and JWT bearer flow for server-to-server integrations; the legacy password (ROPC) grant was retired on March 31, 2024
Change detection
Subscription API webhooks (with a validation-token echo handshake) or WebSocket subscriptions on eventFilters such as message-store/instant, presence, and telephony/sessions; historical pulls poll message-store and call-log on dateFrom/dateTo
Capabilities
read · write · webhooks
Rate limits
Per-user (extension) throttling groups per 60 seconds - Heavy 10, Medium 40 (e.g. /sms), Light 50, Auth 5 - as customizable defaults; exceeding returns HTTP 429 with a Retry-After header and X-Rate-Limit-Group/Limit/Remaining/Window headers
RingCentral setup guide
How it works

How to connect Affinity to RingCentral — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Affinity and RingCentral with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Affinity connected
    RingCentral connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Affinity and RingCentral objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Affinity ⇄ RingCentral
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Affinity RingCentral
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Affinity and RingCentral integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 416 integrations available for Affinity and RingCentral.

Popular · 6 of 416
All Affinity integrations All RingCentral integrations Browse all integrations
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