Salesforce Integration

Overview

The Dialpad for Salesforce integration brings smarter workflows, increased call efficiency, and better customer interactions to Salesforce so your teams can focus on driving more sales and closing deals faster.

Dialpad automatically syncs contact details and logs activities like call history, recordings, voicemails, transcriptions and notes directly from Salesforce to your Dialpad apps.

Dialpad also integrates with Salesforce's power dialer and omnichannel capabilities to drive efficiency for both sales and support teams.

Key Features:

Native Calling

  • Native CTI embedded inside of Salesforce allows for click to call as well as receiving inbound calls
  • Native CTI includes call controls, note logging, and the ability to log against an existing case or opportunity
  • Active Dialpad calls can launch the Dialpad Everywhere widget which includes access to:
    • Contact history with other connected integration platforms (ex: Zendesk)
    • Real-time transcriptions powered by Dialpad Ai
    • Real-time assist cards powered by Dialpad Ai

Call & Message Logging

  • Automatically log inbound and outbound calls
  • Automatically log SMS messages sent or received
  • Automatically log voicemails, recordings, and transcriptions

Sidebar Integration

  • Display contact profile information from Salesforce natively inside the Dialpad desktop and mobile apps
  • Match the specific Salesforce contact with listed Dialpad contact if multiple matches occur
  • Log tasks or notes to a contact profile and automatically sync back to Salesforce
  • View call activity history from contact profiles

Omni-Channel

  • Sync agent statuses between Salesforce Omnichannel and Dialpad

Power Dialer

  • Create calling lists and enable power dialer mode on the Dialpad native CTI

Classic & Lightning

  • The Dialpad integration is compatible with both Salesforce Classic and Lightning
  • Salesforce Classic supports click to call which launches the Dialpad desktop app (or Dialpad Everywhere)
  • Salesforce Lightning supports the native CTI

Coach from Anywhere

  • Arm reps or agents with the best answers through real-time assist cards that include responses to frequently asked questions as well as a hyperlink to more information

High-Velocity Sales

  • Allow calls to be triggered from a sales cadence
  • Mark call tasks as complete after the call
  • Branch cadences based on dispositions logged through Dialpad

How Dialpad Integrates with this App:

The Salesforce integration is free to install but requires a Pro and Enterprise Dialpad plan type. Teams will also need an Enterprise or Unlimited edition of Salesforce and/or an edition that supports API access. The Dialpad integration is compatible with both Service and Sales Cloud.

How to setup

Dialpad integrates directly into the Salesforce environment to help agents and reps manage their interactions and conversations in Salesforce with Dialpad. Follow the steps in the articles below to integrate Dialpad into Salesforce.

Classic

Lightning

Dialpad also offers an integration that allows you to integrate your Salesforce data into Dialpad. View Salesforce record info, contacts, log activity, open activities and activity history. Follow the steps in the articles below to integrate Salesforce into Dialpad.

Use Salesforce for Dialpad

Additional info