Connect Salesforce to Dialpad Dialer so you can use Salesforce data to build audiences and log calls back into Salesforce.
With the Salesforce integration, you can:
Use Salesforce data (such as Leads and Contacts) to create Dialpad Dialer audiences.
Pull in Salesforce list views or filters as sources for campaigns.
Log Dialer calls back into Salesforce as Tasks or call log records, with fields that identify them as Dialer calls.
Who can use this
Company Admins and Salesforce Admins can configure the Dialpad Dialers with Salesforce.
Dialpad Office Admins and Contact Center Admins can manage the Dialpad Dialer in their Offices and/or Contact Centers.
To use the Dilapad Dialer, you must be on a Dialpad Sell Premium plan, or Dialpad Support with the Dialer Add-on.
Requirements
Before you begin:
Confirm that:
You have Salesforce Admin permissions for object and field configuration.
You have Dialpad Admin permissions for integrations.
Verify that the objects you want to use (for example, Lead, Contact) have:
A primary phone field
Any additional fields you want to map into Dialer (for example, name, company, region)
Connect Salesforce to Dialer
To connect Salesforce to the Dialer, go to the Dialpad Admin Portal.
Select My Company > Integrations
Navigate to Salesforce > Select Options
Select Manage Settings
Go to Enablement details, then check Enable this feature
Sign in to Salesforce when prompted and authorize Dialpad
Choose which Salesforce instance or environment to connect (for example, Production or Sandbox)
Save your settings
Note
If your organization already uses Salesforce with other Dialpad features, you only need to enable the Dialer‑specific configuration.
Map Salesforce objects and fields
To use Salesforce records as leads in Dialer, you need to map Salesforce objects and fields.
In the Salesforce integration settings, open Object Mapping
Select the Salesforce object you want to use (for example: Lead, Contact).
Map Salesforce fields to Dialer lead fields, such as:
First name
Last name
Primary phone
Email
Region/time zone or ZIP (if available)
Save your mapping
Field mapping ensures that:
Dialer has the data it needs for campaigns.
Logged calls in Salesforce are tied to the right records.
Use Salesforce data as Dialer audiences
Depending on configuration, you may be able to:
Choose a Salesforce list view or filter as the source for a Dialpad Dialer List.
Use Salesforce criteria (for example, “Open leads owned by team A”) to define audiences.
Typical workflow:
In Dialer, create a new List or campaign
When choosing the audience, select Salesforce or CRM as the source
Pick a Salesforce list view or criteria set
Confirm the number of records and field mappings
Save
When the underlying Salesforce list changes, the behavior (dynamic vs snapshot) depends on your configuration and will be documented in your internal setup.
Log Dialer calls back to Salesforce
When Dialer calls are configured to log into Salesforce, each call appears as a Task, call log, or similar record.
Fields can include:
Call direction (outbound)
Call source (for example: “Dialer”)
Call duration
Disposition, if mapped
Agent/user who made the call
You can then use Salesforce reports and dashboards to:
Track Dialer activity alongside other call activity
Measure outcomes and follow‑ups from campaigns
If calls aren’t appearing in Salesforce as expected, see Troubleshoot Dialer campaigns.