Seamlessly Connect Dialpad with Salesforce
Turn every Dialpad conversation into actionable Salesforce data. Automatically log calls, transcribe conversations, and update your Salesforce records in real-time.
Set Up in Minutes, Not Hours
Get your Dialpad and Salesforce integration running quickly with our simple 3-step process
Connect Dialpad
Link your Dialpad account using OAuth 2.0 to enable call capture from all devices.
Connect Salesforce
Authenticate your Salesforce account using OAuth 2.0. Setup takes 5 minutes.
Start Logging Automatically
Every Dialpad call automatically creates a detailed record in Salesforce with transcripts, recordings, and smart contact matching.
How Dialpad and Salesforce Work Together
Call Connector creates a seamless bridge between Dialpad and Salesforce, turning every communication into organized, searchable data.
Automatic Call Logging
When a call or text message ends on Dialpad, Call Connector immediately gets to work. It looks up the phone number in your Salesforce contacts and creates a Task with complete metadata: duration, timestamp, direction, and participants.
Recording & Transcripts
Recording a call in Dialpad? The recording and AI-generated transcript are automatically attached. No manual uploads, no copy-paste—everything flows automatically.
Smart Matter Linking
Calls are automatically associated with the relevant matter based on the contact. Everything stays organized without you lifting a finger.
SMS Integration
Text messages from Dialpad become records in Salesforce too, preserving complete conversation threads alongside your call history.
What's Included
Call Logging
SMS Logging
Fax Logging
Recording Storage
AI Transcripts
Matter Association
Available on Enterprise+ Plan
This integration requires the Enterprise plan or higher. Both Dialpad and Salesforce must have active accounts.
Why Dialpad + Salesforce?
The Problem
Sales teams live on the phone, but when Dialpad calls aren't logged to Salesforce, deals slip through the cracks. Reps waste time manually updating CRM records instead of selling, and managers lack visibility into customer conversations and pipeline health.
The Solution
Call Connector automatically captures every Dialpad call and creates a Task in Salesforce with complete details: participants, duration, timestamp, and direction. When you record calls in Dialpad, you also get AI-powered transcripts—searchable and ready for review. If the contact has an associated matter, everything links automatically. Dialpad text messages become records too, preserving complete conversation threads.
The Result
Sales reps stay focused on selling while every Dialpad conversation automatically updates Salesforce. Managers get complete visibility into customer interactions. No missed follow-ups, no lost deals, no manual logging—just automatic, accurate pipeline data.
Everything Captured Automatically
Complete details from every Dialpad communication, automatically organized in Salesforce
Every call captured with full details and participants
Call duration, timestamp, and direction automatically recorded
AI-powered transcriptions from Dialpad's built-in transcription
Call recordings captured and stored in connected cloud storage
SMS and MMS messages captured with full content
Fax support NOT available (coming 2025)
Every call logged as a Task record related to contact and/or opportunity
Call duration, timestamp, direction, and participants automatically captured
AI-powered transcriptions embedded in Task description
Recording links included for instant playback
SMS messages logged as Task records
Faxes logged as Task records with file uploaded as contact attachment
See It In Action
Real examples of Dialpad and Salesforce working together with Call Connector
Salesforce: Calls appear as Task records related to contacts and opportunities
Salesforce: SMS messages are also logged as Task records for complete communication history
Salesforce: Faxes are logged as Task records with file upload details
Salesforce: Fax files appear as attachments on the contact's details page
Dialpad: Sign in with Company Admin account to authorize Call Connector
Dialpad: Dialpad admin settings sidebar
Dialpad: Calls from Dialpad include AI-powered transcriptions and recordings
Dialpad: Enable AI transcription and summarization in Dialpad settings
Frequently Asked Questions
Common questions about connecting Dialpad with Salesforce
Connect to Salesforce from other communication platforms
Receive call logs from Dialpad in other systems
