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CRM ⇄ Communications

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

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

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Why teams connect Infor CRM and RingCentral

Keep Infor 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.

Infor 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 Accounts, Contacts, Leads, Opportunities in Infor CRM with Contacts (Address Book), RingOut (Click-to-call), Team Messaging (Chat), Presence 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 Infor CRM. You decide which system owns which fields, and conflicts resolve by rules you set.

Common use cases

  • 01 Sync opportunities and activities into a warehouse for pipeline and engagement reporting.
  • 02 Feed marketing platform leads into Infor CRM and return status updates for campaign attribution.
  • 03 Sync Message Store SMS, MMS, and fax records into Postgres or a warehouse so support and compliance can search conversation history alongside CRM records.
  • 04 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.

Common sync patterns

Calls, messages, and meetings on the record

Activity handled in RingCentral appears on the matching contact and account in Infor CRM, 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 Infor 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.

What you can sync between Infor 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.

Infor CRM objects RingCentral objects How this pairing syncs
Leads Unqualified records synced in from marketing sources. 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 Infor CRM and Call Log to RingCentral — each maps to any object or custom field on the other side.
Opportunities Pipeline records synced out for forecasting and reporting. 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 Infor CRM and Extensions (Users) to RingCentral — each maps to any object or custom field on the other side.
Tickets Service records synced with helpdesk and field service systems. 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. Tickets is specific to Infor CRM and Contacts (Address Book) to RingCentral — each maps to any object or custom field on the other side.
Activities Calls, meetings, and tasks synced for engagement 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. Activities is specific to Infor CRM and RingOut (Click-to-call) to RingCentral — each maps to any object or custom field on the other side.
Campaigns Marketing containers linked to leads and opportunities. 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. Campaigns is specific to Infor CRM and Team Messaging (Chat) to RingCentral — each maps to any object or custom field on the other side.
Custom entities Deployment-specific objects added through the customizable entity model. 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. Custom entities is specific to Infor CRM and Presence to RingCentral — each maps to any object or custom field on the other side.

How changes propagate between Infor 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.

Infor CRM RingCentral Interval-based propagation

DetectionStacksync polls Infor CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on modified timestamps.

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

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

Rate-limit considerations

  • Infor CRM: Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.
  • 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 Infor CRM ⇄ RingCentral

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Infor 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 Infor CRM or RingCentral record.

Observability

Monitoring

Track your Infor 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 Infor CRM and RingCentral.

How the Infor CRM and RingCentral connectors work

Infor CRM

Integration surface
REST-style SData API over the CRM entity model
Authentication
User credentials; Infor OS-managed authentication in cloud deployments
Change detection
Polling on modified timestamps; no log-based CDC on the API surface
Capabilities
read · write
Rate limits
Subject to the deployment's configured API limits, which differ between on-premises and cloud installs.

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 Infor 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 Infor 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
    Infor CRM connected
    RingCentral connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Infor 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 426 integrations available for Infor CRM and RingCentral.

Popular · 7 of 426
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