Real-time
Two-way sync
Changes in Clari or RingCentral instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Communications
Clari to RingCentral integration — real-time, two-way sync
Keep Clari 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 Clari and RingCentral
Keep Clari 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.
Clari 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 Forecast, Quota, Opportunities, Activity (Capture) in Clari with Extensions (Users), Contacts (Address Book), RingOut (Click-to-call), Team Messaging (Chat) 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 Clari. You decide which system owns which fields, and conflicts resolve by rules you set.
Common use cases
- 01 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
- 02 Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.
- 03 Send outbound SMS via the /sms endpoint when a CRM or database record changes - appointment reminders, alerts, verification codes - and write inbound replies back onto the record.
- 04 Load Call Log records (direction, duration, result, recording references) into a warehouse for talk-time, call-volume, and outcome reporting beside pipeline data.
Common sync patterns
Where RingCentral reaches out: contacts kept current
Names, phone numbers, email addresses, and the owning rep from Clari 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 Clari, 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 Clari, so lead status reflects what actually reached the person.
What you can sync between Clari 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.
| Clari objects | RingCentral objects | How this pairing syncs | |
|---|---|---|---|
| Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. | Contacts (Address Book) Personal address-book contacts per extension with full CRUD via POST/PUT/DELETE /address-book/contact; the company directory has no create endpoint and is read-only, so only personal contacts are writable. Read and write. | Opportunity field extensions is specific to Clari and Contacts (Address Book) to RingCentral — each maps to any object or custom field on the other side. | |
| Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. | 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. | Audit Events is specific to Clari and RingOut (Click-to-call) to RingCentral — each maps to any object or custom field on the other side. | |
| Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. | 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. | Forecast is specific to Clari and Team Messaging (Chat) to RingCentral — each maps to any object or custom field on the other side. | |
| Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. | 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. | Quota is specific to Clari and Presence to RingCentral — each maps to any object or custom field on the other side. | |
| Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. | 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. | Opportunities is specific to Clari and Subscriptions (Webhooks / WebSocket) to RingCentral — each maps to any object or custom field on the other side. | |
| Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. | 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. | Activity (Capture) is specific to Clari and Message Store (SMS / MMS / Fax / Voicemail) to RingCentral — each maps to any object or custom field on the other side. |
How changes propagate between Clari 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.
Clari RingCentral Interval-based propagation
DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).
DeliveryEach detected change is written to RingCentral through its API, with automatic retries and rate-limit backoff.
RingCentral Clari 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 Clari through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
- 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 Clari ⇄ RingCentral
Connect Clari and RingCentral for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–RingCentral connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Clari 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 Clari or RingCentral record.
Observability
Monitoring
Track your Clari ⇄ RingCentral sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Clari and RingCentral.
How the Clari and RingCentral connectors work
Clari
- Integration surface
- REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
- Authentication
- API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
- Change detection
- Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
- Capabilities
- read · write
- Rate limits
- Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
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
How it works
How to connect Clari 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.
- 01
Connect your apps
Authenticate Clari 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.
Clari
connected
RingCentral
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Clari 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.
objects · Clari ⇄ RingCentralCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Clari RingCentralCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Clari and RingCentral integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Clari and RingCentral: authenticate both systems, choose the objects to sync (such as Clari's Opportunity field extensions and Audit Events), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Clari and RingCentral. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Clari: Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks. On RingCentral: 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. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Clari side: Forecast, Quota, Opportunities, Activity (Capture), plus custom fields where Clari exposes them. On the RingCentral side: Extensions (Users), Contacts (Address Book), RingOut (Click-to-call), Team Messaging (Chat). Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Clari and RingCentral: Where RingCentral reaches out: contacts kept current; Calls, messages, and meetings on the record; Where RingCentral sends at scale: delivery and reply status back on the contact. Names, phone numbers, email addresses, and the owning rep from Clari stay current in RingCentral, so every call, text, or email goes to the right person at the right address.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
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:
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