Create Salesforce record for new message received in Dialpad
Dialpad + Salesforce Integration
Dialpad + Salesforce Integration
Integrate Dialpad to Salesforce in one click, or tell Integrately AI how you want each lead handled. Log call outcomes, update your CRM records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
SMS is sent in Dialpad Instant- Call state is updated in Dialpad Instant
Field is updated on record in Salesforce- Record is created in Salesforce
- Record is updated in Salesforce
- Lead is created in Salesforce
- Lead is updated in Salesforce
- Opportunity is created in Salesforce
- Opportunity is updated in Salesforce
- Task is created in Salesforce
- Task is updated in Salesforce
- Contact is updated in Salesforce
- Contact is created in Salesforce
- Account is created in Salesforce
- Account is updated in Salesforce
- Outbound message is received in Salesforce Instant
- Case is created in Salesforce
- Case is updated in Salesforce
- Quote is created in Salesforce
- Quote is updated in Salesforce
2.
Trusted by experts at...
Ready Workflows for Dialpad + Salesforce Integration
Capture call leads, log updates, update CRM records, alert your team, and trigger follow-ups, all in just one click.
Most popular automations
Send Dialpad message for new Salesforce record
Automatically sending a Dialpad message whenever a new Salesforce record is created helps to ensure that you never miss an important update. Using this Salesforce - Dialpad integration, you can be confident that you will always be kept in the loop.
Furthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Dialpad message for every new Salesforce record is an essential way to stay on top of your work.
See moreFurthermore, it saves you the hassle of manually checking for new updates. As a result, automatically sending a Dialpad message for every new Salesforce record is an essential way to stay on top of your work.
Create Salesforce record for new Dialpad call
Dialpad + Salesforce Integration
Send Dialpad message for updated Salesforce record
Salesforce + Dialpad Integration
Share updated Salesforce opportunity via Dialpad message
Salesforce + Dialpad Integration
When Record is created in Salesforce > Send SMS to channel in Dialpad > Send SMS in Dialpad
Salesforce + Dialpad Integration
When Record is created in Salesforce > Send SMS in Dialpad > Send SMS to channel in Dialpad
Salesforce + Dialpad Integration
When Record is created in Salesforce > Send SMS in Dialpad > Send SMS in Dialpad
Salesforce + Dialpad Integration
When Record is updated in Salesforce > Check any condition > Send SMS to channel in Dialpad
Salesforce + Dialpad Integration
Create Salesforce record for new message received in Dialpad
Dialpad + Salesforce Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Dialpad + Salesforce flow
Sales teams often need to email summaries, notify channels, and schedule meetings after calls are logged. Pick a combination and activate it in one click.
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Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) +
Mailchimp (3)
Mailchimp (3) +
Google Sheets (3)
Google Sheets (3) D
S
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When a call state is updated in Dialpad, create a record in Salesforce and send an email in Gmail
Call updates land in Salesforce as new records instantly while Gmail notifies stakeholders, removing manual data entry.
D
S
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When an SMS is sent in Dialpad, create a lead in Salesforce and send a confirmation email in Gmail
New Dialpad messages generate Salesforce leads and trigger confirmation emails in Gmail automatically.
S
G
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When a Salesforce task is created, send an email in Gmail and send a follow-up SMS in Dialpad
Salesforce tasks trigger Gmail notifications and Dialpad text messages to keep communication flowing.
Supported triggers and actions for Dialpad and Salesforce
Mix and match to build the exact automation you need
Dialpad Triggers & Actions
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it → Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it → Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it → What can you automate with Dialpad + Salesforce?
Streamline your communication workflows by syncing phone calls, text messages, and CRM records automatically.
🔄
Sync Dialpad call states to Salesforce records automatically
Capture every completed phone call in Dialpad and generate corresponding records or leads in Salesforce instantly, eliminating manual logging.
📝
Capture every SMS message into your CRM database
Map text messages sent in Dialpad directly into Salesforce lead or contact records so your complete outreach history remains centralized.
🔔
Alert your team instantly when calls occur
Trigger team notifications in Slack or email messages in Gmail the moment a call state updates or a new contact is created.
🔀
Route records based on submitted field data
Apply conditional logic to direct specific call outcomes or lead updates to designated Salesforce objects based on criteria.
🔄
Keep Salesforce updated as call states change
Automatically update existing CRM records and opportunities whenever call statuses or contact details evolve in Dialpad.
🔍
Prevent duplicate records across platforms
Search existing Salesforce records before creating new entries to maintain a clean database without redundant contact profiles.
📅
Manage follow-up tasks after customer calls
Automatically generate follow-up tasks in Salesforce or schedule calendar events as soon as a Dialpad interaction concludes.
📊
Extend your workflow to external spreadsheets
Push communication logs and CRM updates into Google Sheets simultaneously for comprehensive reporting and data review.
And much more...
Who is Dialpad + Salesforce integration for?
Sales reps, support managers, and revenue operations teams relying on Dialpad and Salesforce benefit from automated record updates that eliminate manual data entry errors.
Revenue operations teams
Sales representatives
Customer success managers
Support team leads
Account executives
Sales managers
📈
Revenue operations teams
You manage reporting dashboards across your business, but call logs only update when someone manually exports records, so your pipeline metrics are always hours behind — with this integration, every call state update lands in your CRM instantly and your metrics stay accurate.
⚡
Sales representatives
You handle high volumes of inbound prospect calls every day, but logging conversation notes by hand takes time away from selling, so important lead details get missed — automating both apps means every call instantly creates a CRM record so you can focus on closing deals.
🤝
Customer success managers
You need to maintain detailed client communication histories for regular stakeholder reviews, but scattered notes leave blind spots in your records — this integration means every phone interaction and text message updates your CRM records automatically.
📞
Support team leads
Your department handles hundreds of customer inquiries daily across voice and messaging channels, but manual ticketing creates massive backlogs — connecting these apps means every communication event triggers instant CRM updates without manual effort.
💼
Account executives
You depend on accurate prospect handoffs from initial phone conversations into your active pipeline, but delayed data entry stalls momentum — this integration means every Dialpad call outcome populates your Salesforce records the moment the call ends.
📊
Sales managers
You audit team outreach activity weekly, but missing call logs and unrecorded SMS interactions create frustrating gaps in your reporting history — connecting these apps means your Salesforce database maintains a complete and reliable record of all customer touchpoints.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Dialpad + Salesforce
Build and manage your Dialpad + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Dialpad + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Dialpad + Salesforce Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Dialpad to Salesforce?
You can connect Dialpad to Salesforce in 1 click using ready automation templates or ask Integrately AI to build the automation and map the fields. It takes minutes to link your accounts and sync data across Gmail, Slack, and Google Sheets.
Can I automatically log Dialpad calls in Salesforce?
Can I connect Dialpad, Salesforce, and Slack?
What is a good Zapier alternative for Dialpad and Salesforce?
How does Dialpad handle call state updates during integration?
How does Salesforce manage records when synced with Dialpad?
Can I set up this integration without writing code?
Is the Dialpad and Salesforce integration free?
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