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CRM ⇄ Communications

Creatio CRM to RingCentral integration — real-time, two-way sync

Keep Creatio CRM 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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Why teams connect Creatio CRM and RingCentral

Keep Creatio CRM 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.

Creatio CRM 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 Leads, Opportunities, Activities, Cases in Creatio CRM with Message Store (SMS / MMS / Fax / Voicemail), Call Log, Extensions (Users), Contacts (Address Book) 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 Creatio CRM. You decide which system owns which fields, and conflicts resolve by rules you set.

Common use cases

  • 01 Sync Creatio accounts and opportunities into a warehouse for pipeline and forecast reporting outside Creatio dashboards.
  • 02 Two-way sync of accounts, orders, and products between Creatio and an ERP so sales and fulfillment share one record of truth.
  • 03 Place RingOut click-to-dial calls from a CRM or internal app so reps dial contacts without leaving their workflow.
  • 04 Two-way sync personal Address Book contacts so a rep's RingCentral contacts match the CRM and new CRM contacts appear in RingCentral.

Common sync patterns

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 Creatio CRM, so lead status reflects what actually reached the person.

One contact list, opt-outs included

A number, address, or unsubscribe recorded in either system updates the other, so no one calls a disconnected line or messages someone who opted out.

New contacts reachable right away

A contact created or updated in Creatio CRM appears in RingCentral within seconds, so outreach starts without exporting a list or re-keying numbers.

What you can sync between Creatio CRM 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.

Creatio CRM objects RingCentral objects How this pairing syncs
Leads Inbound interest records qualified into opportunities; synced for funnel reporting. 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. Leads is specific to Creatio CRM and Call Log to RingCentral — each maps to any object or custom field on the other side.
Opportunities Deal records with stages and amounts used in revenue syncs. Extensions (Users) User extensions with profile, status, roles, and assigned phone numbers via the Configuration API; create, update, and disable extensions to provision or deprovision users and map them to CRM, HR, or directory identities. Read and write. Opportunities is specific to Creatio CRM and Extensions (Users) to RingCentral — each maps to any object or custom field on the other side.
Activities Tasks, calls, and meetings tied to records for engagement tracking. 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. Activities is specific to Creatio CRM and Contacts (Address Book) to RingCentral — each maps to any object or custom field on the other side.
Cases Service requests handled in Creatio's service workflows; syncable to help desk tools. 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. Cases is specific to Creatio CRM and RingOut (Click-to-call) to RingCentral — each maps to any object or custom field on the other side.
Orders Order records bridging CRM and fulfillment or ERP systems. 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. Orders is specific to Creatio CRM and Team Messaging (Chat) to RingCentral — each maps to any object or custom field on the other side.
Products Catalog items referenced on orders and opportunities. 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. Products is specific to Creatio CRM and Presence to RingCentral — each maps to any object or custom field on the other side.

How changes propagate between Creatio CRM 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.

Creatio CRM RingCentral Interval-based propagation

DetectionStacksync polls Creatio CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on ModifiedOn system columns.

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

RingCentral Creatio CRM 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 Creatio CRM through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Creatio CRM: Subject to the platform's 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 Creatio CRM ⇄ RingCentral

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Creatio CRM 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 Creatio CRM or RingCentral record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Creatio CRM and RingCentral connectors work

Creatio CRM

Integration surface
OData REST API plus a proprietary DataService API
Authentication
OAuth 2.0 or cookie-based session authentication
Change detection
Polling on ModifiedOn system columns; outbound notifications require configuring business processes
Capabilities
read · write
Rate limits
Subject to the platform's 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 Creatio CRM 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 Creatio CRM 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
    Creatio CRM connected
    RingCentral connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Creatio CRM 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 · Creatio CRM ⇄ 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
    Creatio CRM RingCentral
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Creatio CRM 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.

Learn more about security
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:

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 328 integrations available for Creatio CRM and RingCentral.

Popular · 7 of 328
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