Amr MagdySalesforce CRM Consultant
Apex Development

How to Build a RingCentral–Salesforce Daily Call Sync with Apex (Real Estate Case Study)

May 2025 · 11 min read Salesforce CRM Consultant

A real estate acquisition team makes dozens of calls per day — to motivated sellers, to follow up on leads, to check in on contracts. Logging all of those calls manually in Salesforce is hours of administrative work that takes agents away from their actual job. And if calls aren't logged, reports are wrong, accountability breaks down, and management can't see what's actually happening.

At Central City Solutions, the team was using RingCentral as their phone system. Calls were being made but not consistently logged in Salesforce. The solution was a custom Apex integration that automatically pulls yesterday's call logs from RingCentral's API and creates Salesforce Task records — every day, at 2 AM, without any human involvement.

100%
Automated daily sync
0
Calls logged by hand
100%
Apex test coverage

The Architecture

The solution has two Apex classes working together:

Why Chained Processing?

RingCentral rate-limits API requests. If you try to sync 15 users' call logs simultaneously, you'll hit rate limits. The solution: process one user at a time, with a 2-minute delay between users via chained Queueable jobs. Each job processes one user's calls, then enqueues the next user's job with a delay.

// RCDailyCallLogSync.cls — simplified structure public class RCDailyCallLogSync implements Schedulable { public void execute(SchedulableContext ctx) { List<User> activeUsers = [ SELECT Id, RingCentral_Extension__c FROM User WHERE IsActive = true AND RingCentral_Extension__c != null ]; if (!activeUsers.isEmpty()) { System.enqueueJob(new RCCallLogQueueable(activeUsers, 0)); } } }

This Apex sync runs in production at Central City Solutions today — it eliminated all manual call logging for the team. See the full case study →

Authenticating with RingCentral

RingCentral uses OAuth 2.0. The integration stores the access token in Salesforce Custom Settings or Named Credentials and refreshes it as needed. Each API call fetches call logs for a specific extension (stored as a custom field on the Salesforce User record) for the previous day:

// Fetch yesterday's call logs for one user String endpoint = 'https://platform.ringcentral.com/restapi/v1.0/account/~' + '/extension/' + user.RingCentral_Extension__c + '/call-log?dateFrom=' + yesterday + '&dateTo=' + today + '&type=Voice&transport=PSTN'; HttpRequest req = new HttpRequest(); req.setEndpoint(endpoint); req.setMethod('GET'); req.setHeader('Authorization', 'Bearer ' + accessToken); req.setTimeout(120000); // 120 second timeout

Creating Salesforce Tasks from Call Logs

For each call log record returned by the API, the class creates a Salesforce Task. The key logic:

// Create Task from call log Task t = new Task(); t.Subject = call.direction + ' Call — ' + call.duration + 's'; t.Description = 'Duration: ' + call.duration + 's\n' + 'Direction: ' + call.direction + '\n' + 'Recording: ' + call.recordingUrl; t.ActivityDate = Date.today().addDays(-1); t.Status = 'Completed'; t.WhoId = matchedContactId; // linked to Lead or Contact t.OwnerId = userId; tasksToInsert.add(t);

Handling Errors Gracefully

The integration has built-in error handling for the most common failure scenarios:

Scheduling and Monitoring

Schedule with a cron expression that runs at 2 AM daily:

// Schedule via Execute Anonymous or Setup > Scheduled Jobs System.schedule( 'RingCentral Daily Sync', '0 0 2 * * ?', new RCDailyCallLogSync() );

After deployment, monitor via Setup → Scheduled Jobs. Check that Tasks are being created by running a Salesforce report filtered to Tasks created by the integration user with yesterday's date.

The Business Impact

Before this integration, call logging at Central City Solutions was inconsistent. Reports showed whatever agents remembered to log. After deployment: every call over 30 seconds was automatically logged, linked to the correct record, and searchable in Salesforce the next morning. Management could finally see actual call activity, not self-reported activity. The accuracy of acquisition performance reports improved immediately.

One unexpected benefit: because call recordings were now attached to the Salesforce Task and linked to the relevant Lead or Transaction record, the transaction coordination team could review seller conversations without asking agents to track down recordings manually.

What You Need to Implement This

To replicate this in your Salesforce org, you'll need: a RingCentral account with API access enabled (Platform plan or higher), RingCentral extension IDs mapped to Salesforce User records, Salesforce API access enabled for the integration user, and a Named Credential or Custom Setting to store the OAuth tokens securely. The Apex classes themselves need to be deployed to your org and the scheduled job activated.

Want this built for your real estate Salesforce?

Book a free 30-minute call, check your Deal Leak Score, see all free tools, or the fixed-price CRM Revenue Audit for investor teams already on Salesforce.

Book a free call →

More Articles

Free for investors and wholesalers

Related guides

Dialers in Salesforce (Open CTI ends 2028) · Texting sellers from Salesforce

Found this useful?

Ask me how this would work in your CRM.

Send one question about your setup, whether you're on Podio, an investor CRM, spreadsheets or Salesforce. No pitch, just a straight answer.

Email a question WhatsApp Message on LinkedIn Book a 30-minute call
Amr Magdy

About the author: Amr Magdy

Amr Magdy is a Salesforce CRM Consultant for US real estate investors and wholesalers. He runs the Salesforce for a two-market home-buying company in Ohio, where he built campaign ROI by market, missed-call alerts, shared lead queues and underwriting on the deal record, and he builds the same system for other investor teams. LinkedIn · Free tools · CRM Revenue Audit

Book a free callThe audit