- 30 Oct 2023
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Salesforce + Dialpad Meetings
- Updated on 30 Oct 2023
- 2 Minutes to read
- Print
- DarkLight
- PDF
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 that Contact or Lead.
Let's dive into the details of this integration.
Enable the Salesforce integration
First things first, you'll need to enable the Salesforce integration.
From the Dialpad Meetings dashboard:
- Select Menu
- Select Account
- Navigate to Integrations
- Beside Salesforce, slide the Connect account toggle on
- Log into Salesforce
- Follow the setup prompts
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. When we find a match, Salesforce will automatically map the correct contact.
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
- Meeting Duration
- Attendees
- Chat log
- Meeting Recording
You'll see the associated event on the Salesforce record that the Dialpad Meetings call was synced with. If the meeting had an audio recording or chats, there will be links to those details in the event, as seen below. The exact layout will depend on your organization's unique Salesforce configuration.
Schedule Dialpad Meetings 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:
- Navigate to Create New
- Select Event
- Enter the event info (minus your Dialpad Meetings info)
- Check the Dialpad Meetings box
- Select your Contact, then select Add to Invitees
- 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 Meetings Event from the Dialpad Meetings Tab
To schedule an event the Dialpad Meetings Tab in Salesforce:
- Select the Dialpad Meetings tab
- Search for either a Contact or Lead to add as a Participant
- 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
- 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
Why aren't my conference calls being logged?
If your conference calls aren't logging in Salesforce, ask yourself the following questions:
- Was the Salesforce contact created in Salesforce before your conference call ended?
- Is there more than 1 contact with that same name?
- 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.