Make Calls with Dialpad + Salesforce1
- 07 Jun 2023
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Make Calls with Dialpad + Salesforce1
- Updated on 07 Jun 2023
- 1 Minute to read
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Article Summary
Dialpad Salesforce1 integration allows users to route calls from the Salesforce mobile app to the Dialpad app. This ensures that business calls are kept on one platform and automatically logged to the Contact or Lead. To enable this integration, users need to download both the Dialpad and Salesforce1 mobile apps. Once downloaded, Dialpad Call will appear as an option in the Quick Action menu when accessing a Lead or Contact. Users can select Dialpad Call to view available phone numbers for the Contact or Lead and choose the desired number to call. The selected number will automatically populate in Dialpad, and users can proceed with the call without adjusting the caller ID. The call will be logged automatically after it is placed.
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With Dialpad + Salesforce1, calls from your Salesforce mobile app can be routed to your Dialpad app, allowing you to keep your business calls on one platform while automatically logging them to your Contact or Lead.
In this article, we'll walk you through using the integration. Administrator? Learn how to enable this integration for your entire team.
Route Calls from Salesforce1 to Dialpad
Before routing calls from Salesforce1 to Dialpad, make sure you've:
Dialpad Tip:
Make sure your Dialpad app version is either 2.7.1 (iOS) or 4.21 (Android) or higher.
Once you've downloaded the apps, you should see Dialpad Call as an available option on your Quick Action menu when navigating to a Lead or Contact.
Select Dialpad Call to view a list of available phone numbers for your Contact or Lead. Tap on the number you want to call to prompt Salesforce1 to open Dialpad.
Dialpad Tip:
iOS users will only have to confirm this once—Android users should select Always to bypass the confirmation each time.
Your Contact or Lead's number will automatically populate in Dialpad. If you don't need to adjust your caller ID, simply select Call to place and automatically log your call.
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