Salesforce + Dialpad
Salesforce dialer for Dialpad
Power dial Salesforce lead and contact list views through Dialpad. NitroDialer creates tasks, updates lead status and logs calls in Salesforce automatically.
What syncs with Salesforce
Campaigns are built from Lead and contact list views. Results are written back after every call.
INNitroDialer reads
- Lead and Contact list views
- Name, company, email, phone and mobile
- City, state and postal code
- Record owner
- Lead status and source
OUTWritten back to Salesforce
- Call notes on the record
- Lead Status mapped per outcome
- An optional completed call Task in the activity history
Set up Salesforce
An admin connects it once for the workspace. The full walkthrough is in the documentation.
- In NitroDialer, open Settings, then Integrations, and choose Salesforce
- Sign in with a Salesforce user that can read your leads and contacts
- Create a campaign from a lead or contact list view
- Check the Lead Status mapping matches your org's picklist, then activate
Salesforce questions
Which Salesforce editions work?
Any edition with API access. The connected user needs read access to the objects you dial and permission to create notes and tasks.
Does it work with custom Lead Status values?
Yes. Each outcome's status update is editable in Settings, so you can match your own picklist values exactly.
Is a sandbox supported?
Yes, the login URL is configurable so you can test against a sandbox first.
See NitroDialer on your Salesforce account
A 20-minute walkthrough with your Dialpad account and one of your real lists. Bring your hardest compliance question.