Salesforce + Dialpad Meetings

With Dialpad Meetings for Salesforce, you can view Salesforce insights straight from your Participant's profile, automatically log your meetings and even schedule Dialpad Meetings straight from Salesforce!

Additionally, your meetings will be saved under the Activity History for the following standard objects:

• Lead

• Opportunity

• Account

• Contact

• Case

Let's dive into the details of this integration.

Who can use this

The Dialpad Meetings for Salesforce integration is available to all Dialpad Meetings users.

Connect Dialpad Meetings to Salesforce

To get started, you’ll need to enable Dialpad Meetings for Salesforce.

There are 3 ways you can connect to Salesforce:

• From the Dialpad Meetings dashboard

• From the participant’s user profile

• From the Start Meeting room

From the Dialpad Meetings dashboard

1. Select Menu

2. Select Account

   

3. Navigate to Integrations

4. Beside Salesforce, slide the Connect account toggle on
   

5. Log in to Salesforce

6. Follow the setup prompts

From the participant’s user profile

1. Select Participants during an active meeting

2. Select the options menu beside the participant’s name

3. Select User profile

4. Select Connect to Salesforce

   

From the Start Meeting room

Once you start a meeting, a quick pop-up will appear to help you connect Dialpad Meetings to Salesforce.

Contact matching

Dialpad Meetings matches your Salesforce Leads and Contacts using the email, phone number, and name on your Dialpad Meetings account, checking email first for the best match.

If we find one match, Salesforce will automatically map it to the correct contact. If multiple matches are found, you’ll need to map them to the correct contact.

You can turn on the Require guest email to join meeting setting to improve contact matching and prompt participants to enter their email before joining a meeting.

Note

Participants must be matched to a Salesforce record.

The first match is manual, but future meetings will match automatically. You can rematch participants at any time if needed and be sure to check their profile details to avoid incorrect matches.

Incorrect match

If the connected Salesforce contact is incorrect, select Wrong contact? and search for the correct contact name.

Manually create a Dialpad Meetings contact

If you're having issues with contact matching, you can create the contact in Dialpad Meetings first, and then link to Salesforce via their profile. Once linked, the Participant will also appear in your Salesforce contact data.

Tip

You can tell whether a participant is matched in Salesforce by the icon next to their name in the participants panel and their profile card.

Activity logging

Both scheduled and completed meetings appear as Tasks in Salesforce.

As long as the correct contact is matched, a new Task will be created against the respective contacts with the following information:

• Title and Meeting ID

• Meeting Duration

• Attendees

• Chat log

• Meeting Recording

• AI Recap

• AI Action Items

• Call Summary URL

Note

Automatic Task creation is not instantaneous — it can take up to 5 minutes for a task to be created once the call has ended.

Schedule a Dialpad Meeting from Salesforce

Schedule your next Dialpad Meetings without ever leaving Salesforce!

First, you'll need to download the Dialpad Meetings app from the AppExchange.

Once installed, Salesforce teams can schedule meetings either by creating a new event, or through the Dialpad Meetings tab.

Let's take a closer look at each.

Schedule a Dialpad Meeting Event in Salesforce

To schedule an Event from Salesforce:

1. Navigate to Create New

2. Select Event

3. Enter the event info (minus your Dialpad Meetings info)

4. Check the Dialpad Meetings box

5. Select your Contact, then select Add to Invitees

6. Select Save, or Save & Send

   • If you choose Save, the Invitees will receive a Dialpad Meetings invite only.

   • If you choose Save & Send, the Invitees will receive a Dialpad Meetings invite, and a Salesforce notification.
      

Schedule a Dialpad Meeting from the Dialpad Meetings tab

To schedule an event the Dialpad Meetings tab in Salesforce:

1. Select the Dialpad Meetings tab

2. Search for either a Contact or Lead to add as a Participant

3. Select either Start Now or Schedule

   • If you choose Start Now, a meeting invite is sent immediately and you'll automatically e taken to your active Dialpad Meeting

Keep in mind that meetings with existing Contacts/Leads will be logged as a new Event in Salesforce for each occurrence.

Frequently asked questions

What happens if I change a setting in Dialpad Meetings instead of Dialpad?

Changes made in Dialpad Meetings automatically sync to Dialpad. Any updates you make in either app will sync back to Dialpad and stay consistent.

Can I edit a logged Task?

Absolutely! To edit an existing task, open the Task, then select the pencil icon beside the details you’d like to edit.

On the bottom right, you’ll see the date the task was last modified, and by who.

Why aren't my meetings being logged?

If your meetings aren't logging in Salesforce, ask yourself the following questions:

1. Was the Salesforce contact created in Salesforce before your conference call ended?

2. Is there more than 1 contact with that same name?

3. Is there more than 1 contact with that same phone number?

If you answered Yes to the questions above and the contact is still not appearing, please reach out to Support.

Can I log calls in Salesforce after the Meeting has ended?

Yes, you can log Dialpad Meeting calls in Salesforce from the Meeting’s exit page.

To log a meeting after the meeting ends, select Connect record beside the contact you want to log the meeting to.

Why do I see two records for each meeting?

For each Dialpad meeting, Salesforce logs two distinct records:

• An Event that is created at the start of the meeting.

• A Task that is created after the meeting ends, once Dialpad Ai has processed the conversation to generate rich post-meeting intelligence—such as summaries, key insights, and actionable follow-ups.

This isn’t duplication—it’s a purposeful setup designed to deliver end-to-end insight with the right information at the right time. Merging these into a single Salesforce object would reduce flexibility and limit the value of both live engagement and detailed follow-up analysis.

Here's a breakdown of what each record represents and why it's important:

Record 1: The "Event" (logged when your meeting starts)

The event includes:

• Meeting Title: The subject of your meeting.

• Participants: Who was invited to, or joined the meeting.

• Scheduled Time: The planned date and time of the meeting.

• Meeting Link: A direct, clickable link to join the meeting (or view details if it's in progress).

• Status (e.g., "In Progress," "Scheduled"): Real-time updates on the meeting's live status.

Record 2: The "Task" (logged after your meeting ends)

The task includes:

• Meeting Summary: A concise overview of the meeting's key topics and outcomes.

• AI-Generated Recap: Detailed notes and highlights from the conversation

• Action Items: A clear list of Ai-generated tasks and next steps, often with assigned owners.