Dialpad

Salesforce integration

Learn how to easily get these products talking to each other or browse from a network of Freelancers with a specific expertise in Salesforce integrations.

Dialpad

Salesforce Integration Guide

Salesforce is considered to be one of the most powerful SaaS tools based on the ease of integrating it to the rest of your systems environment.

This provides what Salesforce refers to as the '360 Degree Customer View'.

By integrating Salesforce with other applications across teams and divisions, companies have unrivaled visibility and data insights.

Dialpad

to Salesforce

Salesforce to

Dialpad

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What is

Dialpad

?

Dialpad is a cloud-based business phone system that turns conversations into opportunities and helps global teams make smarter calls--anywhere, anytime. We bring simplicity to the professional phone experience and some of the world’s most innovative companies use our platform. Dialpad's products span video meetings, cloud call centers, sales coaching and dialers and enterprise phone systems--and are all infused with the latest AI technologies to help every business make smarter calls. Customers include WeWork, Uber, Motorola Solutions, Domo and Xero. Investors include Amasia, Andreessen Horowitz, Felicis Ventures, GV, ICONIQ Capital, Salesforce Ventures, Scale Venture Partners, Section 32, Softbank and Work-Bench.

Dialpad is a cloud-based phone system that turns conversations into opportunities and helps global teams.

Dialpad

Integration Guides

Depending on the complexity of your Salesforce environment, you may have several options for how you integrate new tools.

More straightforward integrations can be done using 'no code' integration platforms like Zapier, while larger scale orgs may involve custom development and the use of APIs.

Here are the options for this specific product!

The Dialpad Salesforce Integration marries your enterprise’s CRM with your business phone system.

This allows you to create smarter workflows and more productivity to help your sales teams create better relationships and drive more sales.

The Salesforce integration is free to install but does require 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.

Read on ...

Using Zapier to integrate

Dialpad

Zapier lets you send info between Dialpad and Salesforce automatically — no code required.

How to integrate with Salesforce using Zapier.

Browse the self-serve guide for using Zapier to integrate with Salesforce!

Read more
Dialpad Integration Guide

What is Zapier?

Zapier makes it easy to integrate apps like Salesforce, Intuit, Google, and Dropbox, to move data between them automatically!

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Learn More

Uh oh! It doesn't look like this product has a Zapier integration with Salesforce.

Don't worry, Zapier is typically the default integration method for non-Developers but you can still integrate with Salesforce using a bit of technical experience.

You can Hire an Integration Expert on FoundHQ.
Sign up to browse 650+ Salesforce Freelancers that can help.

Dialpad

Salesforce AppExchange

Dialpad for Salesforce empowers sales and service teams to make calls out of the Salesforce interface and log calls automatically to leads, contacts, accounts, cases, and custom objects without the use of any hardware, desk phones, or installed software. Within the Salesforce interface, reps can take notes, record calls, transfer calls, manage audio settings, turn on/off call center availability and pull up customer records. Calls taken outside of Salesforce, on the desktop, mobile, or web app are still auto-logged. Access powerful reporting using Dialpad’s built-in analytics, or build your own custom activity reports inside Salesforce with Dialpad call data. We also provide click-to-call within Salesforce Classic, where agents can take notes within the desktop application, and have notes log back to Salesforce. Dialpad for Salesforce is only available to our Pro and Enterprise customers. Contact sales@dialpad.com for more information.

Oops! It doesn't look like this product has a listing on the Salesforce AppExchange.

Don't worry, you can almost definitely still integrate it with Salesforce but you may need deeper technical knowledge or the help of a Salesforce Developer to get it connected.

Skip ahead to Hire an Integration Expert to browse from 650+ Salesforce Freelancers that can help.

Latest Release:
6/18/2021
Reviews:
94

A better way to communicate wherever you work.

Reviews:
356
Latest Release:
6/8/2020
Go to AppExchange Listing

Using APIs for Salesforce

Dialpad

If Zapier doesn't have a connector for this integration and there's no easy solution to integrate the product via AppExchange, you likely need a custom integration.
Here are the API guides for both products - if you need help from a Salesforce Integration Freelancer, you can browse from 650+ pre-vetted Freelancers on FoundHQ.

Dialpad

API

Here is the information you will need about this API to start building a custom integration with Salesforce!

Read more
API Guide

Salesforce API

Explore a wide range of declarative tools, Apex utilities, platform events, integration patterns, and APIs.

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Salesforce API Guide

Hire Salesforce Integration Experts

Salesforce Admin

Get help implementing AppExchange products, working on basic integrations, and building automations and workflows.

Read more
Browse Freelancers

Salesforce Developer

Build custom integrations, work with APIs, and develop complex automations within Salesforce and across systems to maximize data flow and visibility.

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Browse Freelancers

Salesforce Architect

Bring a holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.

Read more
Browse Freelancers

Dialpad

Website

Company Details

Founded:
2011
HQ:
San Francisco, California
Headcount:
826
Support:
Contact:

How to integrate Salesforce and

Dialpad

Find Integration Experts with experience integrating Salesforce and the exact tools you use.
All pre-vetted. All immediately available.

Salesforce and

Dialpad

Integration Guide

Browse tutorials and vendor resources to get help integrating with Salesforce or sign up below to access Salesforce Integration Experts.

The Dialpad Salesforce Integration marries your enterprise’s CRM with your business phone system.

This allows you to create smarter workflows and more productivity to help your sales teams create better relationships and drive more sales.

The Salesforce integration is free to install but does require 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.

View Integration Guide
  • Salesforce Administrators can help setup new platforms and handle straightforward integrations or configuration work but tend to live within Salesforce and not focus cross-systems as much.
  • Salesforce Developers will build custom integrations, work with APIs, and build out more complex automations within Salesforce and across systems to maximize data flow and visibility.
  • Salesforce Architects bring a more holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
Dialpad
and Salesforce Integration

Find the right Consultant.

Salesforce integration strategy varies depending on your current systems environment, how heavily you have customized Salesforce and other applications, and the complexity of what you're trying to achieve.
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Salesforce Integration

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