Salesforce

Overview

DialLink's native integration with Salesforce automatically syncs contact details — including names, phone numbers, email addresses, company names, and job titles — between the two platforms.

Calls made in DialLink, whether by human agents or AI voice agents, are automatically logged in Salesforce. Logged data includes call details, AI-generated summaries, transcripts, action items, and links to recordings. Voicemails, SMS, and WhatsApp for Business messages are also logged and tied to the appropriate contact records in Salesforce.

You can also initiate calls directly from Salesforce by clicking any phone number — no copy-pasting required.

This integration eliminates manual data entry, saves time, and keeps your communication history organized and easily accessible.

How it looks

How the integration looks like on the DialLink side

How the synchronized data looks in a Salesforce contact record

Features

• Bi-directional syncing of contacts between DialLink and Salesforce
• Automatic logging of calls and voicemails in the Salesforce contact's activity timeline
• Automatic logging of SMS and WhatsApp for Business messages in the Salesforce contact's activity timeline
• Support for multiple phone numbers to sync call and messaging data
• Click-to-call functionality directly from Salesforce

What is Salesforce?

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage customer data, sales, marketing, and support. It allows teams to track interactions, automate workflows, and gain insights into customer behavior, all in one centralized system. Salesforce also offers tools for collaboration, reporting, and analytics to improve decision-making and customer engagement.