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Salesforce Integration

Thunder to My Lightning

Dialpad + Salesforce
The world’s most disruptive business phone system now lives inside your favorite CRM

Dialpad created a business communications platform unlike any other by enabling voice, video, and messaging across all devices. Salesforce already lives in Dialpad today, and now with our native integration with Salesforce Lightning, your phone calls and texts work beautifully right within your CRM.


Salesforce Integration - Available now

Dialpad on Salesforce Lightning - Coming in 2017

This is the Era of the Anywhere Worker

Anywhere Sales

Focus on what matters. Spend more time closing and less time navigating tabs. Now, you can click-to-call straight from Salesforce Lightning, and close deals from a single interface. Automatically log activities, add notes, and seamlessly switch calls between devices and your CRM.

Anywhere Service

Boost agent productivity with a phone system that lives natively within Salesforce Service Cloud. During calls, access rich customer data to personalize your interactions. And resolve tickets faster by transferring customers to the right people, every time.

Connect Everyone with unlimited calls and texts on Dialpad and Salesforce

Free Your Workers

Unlimited Calls, Unlimited Text
and Enterprise IVR

Request Demo

$25

Per User, per month billed annually

The Anywhere Worker. Work from Anywhere
The World is Now Your Office

Whether you’re by the coffee machine or on the road, never miss an opportunity. Dialpad doesn’t just work inside of Lightning, it also gives you the freedom to take sales or service calls from anywhere. And the best part? All of those calls are still automatically added as activities to the record.

Smarter, Personal, More Productive with Salesforce
Smarter. Personal. More Productive.

Distractions are everywhere. Give your sales and service teams the tools they need to close more deals and solve more cases right within Salesforce Lightning. The click-to-call CTI improves sales productivity by reducing app-switching. And with all the insights you get from integrating your business phones system into Salesforce Lightning, it gets a whole lot easier to create amazing customer experiences.

Enterprise IVR and Company Directory
Enterprise-Wide IVR and Company Directory for the Anywhere Worker

No longer do you have to make the choice between a phone system that works for everyone, and a powerful sales and service tool. Dialpad connects everybody in the company so that transferring a call is as easy as searching for a name.

Better Customer Experiences with Dialpad and Salesforce
Better Customer Experiences

With automatic call logging and the ability to add notes to a call, your agents and reps will save hours of manual data entry. When that customer or lead calls back, their relevant info will be front and center—ensuring whoever picks up is always prepared.

Goodbye Desk Phone.
Hello Dialpad and Salesforce.

Answer Calls in Salesforce

Take and make calls from any device: mobile, client, or directly in Salesforce Lightning.

Log Calls Notes in Salesforce

Simply capture customer interaction details on the fly and provide higher levels of service.

Enterprise IVR

Add a company-wide IVR to direct callers to the right departments or individuals.

Click-to-Call in Salesforce

Click any Salesforce record to place an outbound call (e.g., leads, contacts, accounts, cases).

Company Directory

Access your entire company within Salesforce Lightning and natively integrate with Office 365 or Google Apps.

Automatic Call Tracking

Call activity is automatically recorded to the activity stream of leads, contacts, opportunities, accounts and cases.

Switch Live Calls to Salesforce

Transfer calls from Salesforce to mobile or from your mobile device to Salesforce.

Full Analytics on Calls

Gain actionable insights on calls and interactions across your entire business.

Call Recording

Easily record calls, right from the Salesforce interface.

Call Transfer

Quickly transfer calls to colleagues or departments directly within Salesforce Lightning.

Audio Recognition

Automatically detect audio input and output, from headsets and monitors to built-in speakers.

Cloud Integrations

With Dialpad you get a complete business phone system for the enterprise, including integrations with Salesforce, Google Apps, Office 365, LinkedIn, and more.

Dialpad's new Lightning integration will enable our users to connect with customers across North America—without ever leaving Salesforce.

— Mike Hincks, Director of IT Infrastructure at Vivint Solar

Request a trial and connect your team from anywhere

Dialpad offers a better communications experience for calls, messages, and meetings.

Thank You!

Our team will contact you shortly to get you setup with your trial.

In the meantime, check out our free conference calling service UberConference! We eliminate PINs, show you who's on a call, and offer screen sharing, document sharing, and more—all from your browser with zero downloads.

UberConference by Dialpad
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Thanks for requesting a trial.

Unfortunately, we’re not fully available for international offices without a US-based address at this time.

Should you have a US-based address, please feel free to start your trial here.

Also check out UberConference! Our Free Online Meeting Platform. No Pins. No Problems. No Downloads.

UberConference by Dialpad
Visit Website