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- Customer Relationship Management
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- Dialpad
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WysywigTabs
Dialpad for Salesforce brings AI-powered workflows, powerful native calling, and real-time customer intelligence to Salesforce so your team can focus on driving more sales and improving customer satisfaction.
Key Features:
Powerful AI built into everything—for the best CX
By enabling the Dialpad Everywhere Widget in Salesforce, you can access powerful AI tools to reduce agent friction and create the best customer experiences.
Native calling
Click-to-call and enable power dialer mode directly in Salesforce with Dialpad
No manual activity tracking—Dialpad does it for you.
Automatically log inbound and outbound calls, voicemails, recordings, SMS messages sent or received
Access Salesforce without leaving Dialpad
Display & log contact information from Salesforce natively inside the Dialpad desktop and mobile apps
Advanced AI coaching
Our AI assistant connects sellers to the right information in real time, and delivers objection handling, live recommendations, scripts from anywhere in the world with a mobile-first, cloud-based integration.
High-Velocity Sales
Improve productivity by allowing calls to be triggered from a cadence and mark call tasks as complete post-call. Sellers can branch sales cadences based on dispositions logged through Dialpad.
Dialpad WFM
Forecast demand, create schedules, track performance and adherence by integrating your Salesforce Service Cloud ticket and case data.
Classic & Lightning
The Dialpad integration is compatible with both Salesforce Classic and Lightning.
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.
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.
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.
Salesforce + Dialpad Agentic AI Integration
Dialpad’s Agentic AI now integrates with Salesforce, enabling customers to engage directly with AI agents that autonomously manage CRM interactions. This Agentic AI integration powers workflows like creating, updating, and retrieving contacts, accounts, and opportunities in real time. By eliminating manual data entry, Salesforce stays continuously accurate and up to date—freeing sales and service teams to strengthen customer relationships and accelerate revenue.
Availability may vary depending on customer system configuration.