Dialpad Meetings for Salesforce

Overview

With Dialpad Meetings for Salesforce, your team can:

  • View Salesforce insights straight from your Participant's profile during a meeting
  • Automatically log your meetings
  • Schedule Dialpad Meetings meetings straight from Salesforce
  • Schedule meetings from the Create New Event view
  • Enable Dialpad Meetings on your Chatter Feed

BENEFITS:

EASY MEETINGS

Easily add meeting details to new Salesforce events. Joining meetings is as simple as clicking a URL, and right from within Salesforce.

BUILT-IN AI*

We instantly capture what was said and by whom, so you can focus more on your meeting and less on taking notes. We’ll even send out an email recap with key takeaways and links to recordings so you’re always clear on the next steps.

BRILLIANT HD VIDEO

Stay connected to the entire team with a reliable video that feels as good as any in-person meeting

CRISP, CLEAR AUDIO

We instantly reduce background noise so every word is heard without distractions

A PERSONALIZED EXPERIENCE

Pick your layout, hold music and meeting room URL

HIGHLY ENGAGED MEETINGS

Use in-meeting chat and emojis to quickly share reactions during meetings

PEACE OF MIND WITH SECURE MEETINGS

With meeting security features such as meeting lock, mute/unmute, and guest removal—you’re always in control

How to setup

Visit the Dialpad Help Center for instructions to enable and use the integration.