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. 

Enable Dialpad Meetings for Salesforce

First things first, you'll need to enable the Salesforce integration. 

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 into Salesforce

6. Follow the setup prompts

7. During an active meeting, connect your Salesforce account

   1. Select Participants

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

   3. Select User profile

   4. Select Connect to Salesforce

Contact matching

Dialpad Meetings matches Salesforce Leads and Contacts based on the email, phone number, and name you've added to your Dialpad Meetings account. 

For enhanced accuracy, Dialpad will search for the contact's email first, followed by phone number, and then name.

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

Note

• You need to associate participants with a specific Salesforce record. If you are associating participants for the first time, you’ll need to do so manually. Once participants have been associated to a record, they will be automatically associated in future meetings. If you need to update the association during a meeting, you can manually rematch the participants to another record.

• Check the Salesforce contact information against the participant's user profile to prevent an incorrect contact match.

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. 

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 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

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 an 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

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

   2. 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

   1. 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

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.