Integration · CRM · Flagship
DialPhone’s native Salesforce integration logs every call automatically
Your reps spend hours a week on Salesforce data entry they shouldn’t have to do. DialPhone’s native Salesforce integration runs click-to-dial on every phone number field, transcribes the call live, posts the AI-generated summary to the activity timeline, syncs bi-directionally with custom objects, and drafts follow-up SMS inside the Salesforce UI — all without a line of code. Included on the DialPhone Advanced plan at $34 per user per month.
What it does
- Click-to-dial on every phone-number field across every standard and custom object
- AI call transcription auto-logged to the contact, lead, account, opportunity, or custom object
- AI-generated call summary posted to the activity timeline with intent, sentiment, action items, next steps
- Bi-directional sync — activity created in DialPhone appears in Salesforce; activities created in Salesforce trigger DialPhone workflows
- AI SMS drafting inside the Salesforce UI — context-aware replies built from the full contact record
- Smart Virtual Concierge lead triage — the AI Receptionist creates leads directly in Salesforce with enrichment from the call
- Screen pop on inbound — the matching Salesforce record opens automatically when the rep answers
How it works in 3 steps
1. Install from AppExchange
Find “DialPhone for Salesforce” on the Salesforce AppExchange. One-click install into your sandbox or production org. The managed package installs custom fields, triggers, and Lightning components.
2. Authenticate with OAuth
OAuth round-trip between your DialPhone account and your Salesforce org. No credentials stored. API access scoped to the objects and fields you approve.
3. Map fields and enable layouts
Default field mappings cover standard objects. Customize for custom fields, custom objects, and picklist values through the admin portal. Enable the DialPhone Lightning component on any page layout where you want click-to-dial and the call panel.
Most deployments are calling inside Salesforce within 30 minutes. Custom-object integrations take 1 to 3 hours depending on scope.
Click-to-dial from any Salesforce object
Every phone number field becomes clickable. Standard objects — Lead, Contact, Account, Opportunity, Case — work immediately. Custom objects work after a one-click enable in the admin portal. Click-to-dial respects your dial-rules (country codes, outbound caller ID, compliance checks).
No more copy-paste from Salesforce to a softphone.
AI transcription auto-logged to activity timeline
Live transcription runs as the call happens. When the call ends:
- Full transcript attaches to the Salesforce activity record as a rich-text field
- AI-generated summary with intent, sentiment, action items, and next steps posts to the activity’s comments
- Sentiment score fills a custom field on the contact/lead/opportunity
- Keywords and competitor mentions flag for sales-ops review
- The call recording (if enabled) attaches as a file
Wrap-up notes become a historical artifact, not a 5-minute post-call task.
Bi-directional sync
Direction 1: Salesforce → DialPhone. A lead status change in Salesforce triggers a follow-up SMS cadence in DialPhone. An opportunity stage change triggers a schedule-a-call workflow.
Direction 2: DialPhone → Salesforce. An inbound call from an unknown number creates a lead record in Salesforce with enriched contact details from the AI. An AI-scheduled appointment writes to the Salesforce calendar.
Custom objects, custom fields, picklist values, record types, and workflow-trigger conditions all supported. The admin portal’s mapping tool is drag-and-drop.
AI SMS drafting inside Salesforce
Incoming SMS shows up in the DialPhone Lightning component on the contact record. AI-drafted replies suggest responses based on the full Salesforce history, recent activity, and your approved playbooks. Reps edit or send with one click without leaving Salesforce. Responses sync to the activity timeline automatically.
Smart Virtual Concierge for lead triage
Pair the integration with the AI Receptionist and inbound calls to your main line get handled by a 24/7 AI that:
- Greets the caller, identifies intent
- Checks Salesforce for a matching contact (by phone number)
- If no match, creates a new Lead with captured details (name, company, reason for calling, enriched firmographic data)
- Books an appointment on the right rep’s calendar or transfers live with AI-summary context
- Sends a confirmation SMS and logs everything to the new Lead
This is the feature that converts “missed call voicemails” into “booked appointments” at 2am on a Saturday.
Included in Advanced and Ultra plans
- Advanced — $34/user/mo includes the Salesforce managed package, bi-directional sync, click-to-dial, AI transcription, and AI SMS drafting
- Ultra — $54/user/mo adds real-time analytics, unlimited storage, priority support with a dedicated CSM, and custom API access for edge cases
There is no per-seat integration fee on top of the DialPhone license. You still pay Salesforce for your Salesforce licenses directly.
See full DialPhone pricing → · See the Salesforce-integrated plan details →
Use cases by team
- Sales teams — sales phone system with auto-logged dials, AI coaching, and predictive dialer
- Customer support — Service Cloud Voice equivalence with AI Agent Assist
- Contact center — unified UCaaS + CCaaS contact center natively inside Service Cloud
- Inside sales — conversation intelligence with Salesforce as the source of truth
Security and compliance
OAuth 2.0 for authentication. No customer credentials stored by DialPhone. Data in transit encrypted with TLS 1.2+. Data at rest encrypted with AES-256. Customer data never used to train public AI models. DialPhone is SOC 2 Type II audited; the Salesforce integration inherits those controls. HIPAA BAA available for healthcare customers running Salesforce Health Cloud.
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- DialPhone for Microsoft Teams — if your team lives in Teams
- Sales phone system solution — how DialPhone ships to sales-led teams
- AI Conversation Expert — the conversation intelligence product that sits on top
- Compare DialPhone vs Dialpad — both have Salesforce integration; here’s how they differ