Overview
The Salesforce native integration enables automatic synchronization between the two systems. It keeps contact details up to date in both systems, and logs calls and text messages directly from DialLink to Salesforce.
The integration lets you select which DialLink users' call and text activity syncs to Salesforce, so you're not required to sync activity for everyone on your team.
This integration is especially useful for sales and support teams that rely on Salesforce as their CRM system. By connecting Salesforce to DialLink, you reduce manual data entry and ensure all customer communications are captured and accessible in one place.
What you can do with the Salesforce native integration
Contact synchronization
The integration ensures continuous, two-way synchronization of contacts between DialLink and Salesforce:
All Salesforce contacts are synced to DialLink as contact records
Any updates made in DialLink are reflected in Salesforce, and vice versa
The following fields are synchronized:
First name
Last name
Phone number
Mobile phone number
Email address
Job title (if available)
Lead synchronization
The integration provides continuous, two-way synchronization of leads between DialLink and Salesforce.
All Salesforce leads are synced to DialLink as contact records.
Any updates made in DialLink are reflected in Salesforce, and vice versa.
The following fields are synchronized:
First name
Last name
Phone number
Mobile phone number
Email address
Job title (if available)
Call logging
All calls made and received through DialLink are automatically logged in Salesforce. Each call is recorded as a task associated with the relevant contact.
Each record includes the following details:
Call direction (inbound or outbound)
Call status (missed or completed)
Date and time of the call
Duration
From / to phone numbers
Handled by a user or phone number
AI call transcription (if available)
AI call summary (if available)
AI action items (if available)
Messaging logging
DialLink automatically logs all message-based interaction in Salesforce. This allows your team to view the full message thread in one place.
To keep records organized, messages are logged after 5 minutes of inactivity.
Each record includes the following details:
Direction (inbound or outbound)
Status
Date and time of the call
Duration
From / to phone numbers
Handled by a user or phone number
Message counts
Message history
Click-to-call functionality
With the Salesforce native integration, you can start a call directly from Salesforce by clicking a phone number. The call is automatically initiated in DialLink.
Note: You need to have the DialLink desktop app installed to make calls from Salesforce.