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Native integration
Ensure a single source of truth for your sales and support teams by automatically syncing DialLink contacts, calls, and text messages to your Salesforce account.
Overview
DialLink’s native integration with Salesforce automatically syncs contact details, including names, phone numbers, email addresses, 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 and AI-generated transcripts and summaries. SMS messages are also logged and tied to the appropriate contact records.
You can also initiate calls directly from Salesforce by clicking on a phone number.
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 in Salesforce contact records.
- Automatic logging of SMS messages in Salesforce contact records.
- 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.
