DialLink + Salesforce

DialLink + Salesforce integrations

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 CallTriggers when a new inbound call is complete.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with DialLink and Salesforce

Discover other triggers and actions you can use with DialLink and Salesforce

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 identifier
  Required
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 Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- 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 Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
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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 number
  Required
- Message body
  Required
- Attachment URL
Action
Write
- Contact identifier
  Required
- 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
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- 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

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Related categories

Phone & SMS

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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