DialLink + Salesforce

Create Salesforce records from newly completed DialLink calls

Enhance your efficiency with this seamless automation between DialLink and Salesforce. Each time a new call is completed in DialLink, a record is automatically created in Salesforce. This workflow simplifies record-keeping, improves customer relationship management, and eliminates manual data entry, ensuring all conversations are documented and easily accessible in your Salesforce account.

When this happens...
New Inbound Call
Triggers when a new inbound call is complete.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object.
ActionWrite

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Supported triggers and actions

Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Inbound Call
Triggers when a new inbound call is complete.
Trigger
Instant
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New Outbound Call
Triggers when a new outbound call is complete.
Trigger
Instant
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New Voicemail
Triggers when a new voicemail is created.
Trigger
Instant
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- First name
- Last name
- Company name
- Address line 1
- Address line 2
- City
- State
- Country
- Zip
- Should the contact be shared?
- Should the contact be created as favorite?
- Allow duplicates?
Action
Write

- Contact identifierRequired
Action
Write
- First name
- Last name
- Email
- Phone number
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Message
Triggers when a new message is successfully received or sent.
Trigger
Instant
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New Undelivered Message
Triggers when a new message is undelivered or failed.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Source phone number
- Target phone numberRequired
- Message bodyRequired
- Attachment URL
Action
Write
- Contact identifierRequired
- First name
- Last name
- Company name
- Address line 1
- Address line 2
- City
- State
- Country
- Zip
- Should the contact be shared?
- Should the contact be created as favorite?
- Allow duplicates?
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- FlowRequired
- Manual flow input parameters
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About DialLink

DialLink is a powerful, flexible, and affordable cloud phone system, perfect for separating work and personal calls with advanced features

Related categories

Phone & SMS

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create DialLink contacts from new Salesforce records

Update DialLink contacts from newly updated Salesforce records

Create Salesforce records for new completed DialLink voicemails

DialLink + Salesforce

Create Salesforce records from newly completed DialLink calls

Deleted Contact

New Inbound Call

New Outbound Call

New Voicemail

Create Contact

Delete Contact

Contacts

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Contact

New Message

New Undelivered Message

Updated Contact

Create Message

Update Contact

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

About DialLink

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates