Salesforce Integration

With the ability to accept and make calls right inside your sales platform, the Dialpad Salesforce Integration turns the world’s most used customer relationship management platform into an enterprise-grade business phone system.

Better Tools Make Better Salespeople

Sales is a crucial element to most organizations. They’re the savvy influencers who transform leads into conversations into sales into clients. They’re the ones who close the massive deals that make for successful quarters and the hundreds and thousand small ones that keep the lights on. They’re an integral part to the success of the enterprise. And you want to make sure they have the tools they need to do their job.

The Dialpad Salesforce Integration helps salespeople work more efficiently. With click-to-call functionality, users don’t need to toggle between apps or windows—or worse: pick up a physical phone and manually dial a number. They simply click the number inside Salesforce and Dialpad takes care of the rest. Incoming customer call? This integration means it happens inside Salesforce. Plus, a record of the call is instantly created.

The Dialpad Salesforce Integration marries your enterprise’s CRM with your business phone system to create smarter workflows and more productivity to help your sales teams create better relationships and drive more sales.

Features and Functionality

True Integration

With Dialpad right inside Salesforce, users can place calls and access core business phone functions without ever having to leave Salesforce, so you can spend more time closing deals and less time navigating tabs.

Make & Accept Calls

Incoming calls come right into Salesforce without the need to toggle tabs, apps, windows, or pick up a physical handset. And with the click-to-dial functionality, you won't have to manually enter a number to call.

Contact Recognition

If an incoming caller is already a contact, a tab with their information will appear. New incoming calls allow you to add a name and title to log the call. If multiple matches appear, you can choose which one to use.

Device Switching

Users can accept a Dialpad call and instantly move it to Salesforce on their desktop computer with a couple of clicks, making it easy to log calls and capture important details.

Automatic Call Logging

In addition to being able to connect with your prospects and customers anywhere, your calls will automatically be logged as activities with the Salesforce integration.

Frequently Asked Questions

Does the Salesforce Integration cost anything? +

The Salesforce Integration is included in all Pro and Enterprise Dialpad plans. You must subscribe to Salesforce’s services.

Is the integration available on mobile devices? +

No. However, incoming sales calls on mobile devices may be transferred to Salesforce on a desktop machine.

Which version of Salesforce is this integration compatible with? +

The integration is compatible with Enterprise Editions of Salesforce Classic, Salesforce Lightning, and Salesforce1.

What happens if there are multiple records for an incoming call? +

Dialpad allows you to choose which one to use.

What if some users don’t require this integration? +

In this case, your account administrator can easily turn the integration off for specific users.

Digital Transformation

One Platform

Dialpad natively integrates with some of the most popular business platforms in the cloud to reduce app-switching and increase productivity.

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