Integrate Dialpad with Salesforce to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Dialpad with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Dialpad

A trigger is an event that starts your Zap and runs the workflow. For example, with Dialpad, a trigger could be "Call State Changed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Dialpad to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Dialpad to Salesforce with a Zapier template.

Our most popular template

Create new Salesforce records when new sms are created in Dialpad
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Dialpad + Salesforce
Create Salesforce records when Dialpad states change
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Dialpad + Salesforce

Create new Salesforce records when new sms are created in Dialpad

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Dialpad + Salesforce

Create Salesforce records when Dialpad states change

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Dialpad + Salesforce

Make work flow with AI

Level up your Dialpad to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Dialpad + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dialpad and Salesforce

What is required to set up an integration between Dialpad and Salesforce?

To set up an integration between Dialpad and Salesforce, you must have administrative access to both platforms. You'll need to ensure that API access is enabled in Salesforce and that you have the appropriate permissions in Dialpad to link the two applications. Our integration wizard will guide you through the process, ensuring all relevant triggers and actions are configured properly.

Can I customize what triggers an action in Salesforce when using Dialpad?

Yes, you can customize the triggers for actions within Salesforce when using Dialpad. For instance, a new call record or voicemail in Dialpad can be set to automatically create a new lead or task in Salesforce, based on your specific requirements and workflows we've set up.

How do I ensure data sync integrity between Dialpad and Salesforce?

To maintain data sync integrity between Dialpad and Salesforce, regular audits should be conducted. Ensure that all mappings of fields for data transfer align correctly on both platforms. Our system provides logs which you can review periodically to verify the successful execution of triggers and actions.

Are there any limitations I should be aware of when integrating Dialpad with Salesforce?

While our integration supports various triggers and actions such as logging calls, creating tasks, or updating records, certain complex customizations might require additional development effort outside of standard configuration. It's important to test specific use cases thoroughly after setup.

Is it possible to trigger a workflow rule in Salesforce based on a call made through Dialpad?

Yes, it is possible to trigger workflow rules in Salesforce based on calls made through Dialpad by setting up specific conditions that activate these rules. For example, when a call log from Dialpad reaches Salesforce with certain criteria like 'Missed Call', it can automatically trigger email alerts or other actions.

Can incoming messages in Dialpad update contact records in Salesforce?

Indeed, incoming messages received via Dialpad can be configured to update contact records in Salesforce. This involves creating a trigger event where message details are linked with the respective contact’s information columns during synchronization.

What happens if there is an error during synchronization between the two apps?

If there's an error during synchronization between Dialpad and Salesforce, our system will generate an alert indicating the error type and possible causes. Detailed logs are accessible for troubleshooting any issues related to triggers not firing or actions failing due to data discrepancies.

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Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Call States
  Required
Trigger
Instant
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- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It

- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write

- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

- SMS direction
  Required
Trigger
Instant
Try It
Create and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Learn how to automate Dialpad on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Dialpad

Dialpad is a business communications platform that's built to grow with your team, no matter where in the world they are. Offering voice, messaging, video, and more, Dialpad helps teams stay connected across all their existing devices.

Related categories

Phone & SMS

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Integrate Dialpad with Salesforce to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.