DialLink + Salesforce + Formatter by Zapier

Create Salesforce records for new completed DialLink voicemails

Boost your efficiency with this streamlined integration between DialLink and Salesforce. Whenever a voicemail is received in DialLink, a new record is automatically generated in Salesforce. This workflow simplifies record-keeping, enhances customer relationship management, and removes the need for manual data entry, ensuring all voicemail interactions are documented in your Salesforce account.

Boost your efficiency with this streamlined integration between DialLink and Salesforce. Whenever a voicemail is received in DialLink, a new record is automatically generated in Salesforce. This workflow simplifies record-keeping, enhances customer relationship management, and removes the need for manual data entry, ensuring all voicemail interactions are documented in your Salesforce account.

  1. When this happens...
    DialLinkDialLink
    New Voicemail

    Triggers when a new voicemail is created.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

  • DialLink triggers, actions, and search

    New Message

    Triggers when a new message is successfully received or sent.

    Trigger
    Instant
    Try It
  • DialLink triggers, actions, and search

    New Undelivered Message

    Triggers when a new message is undelivered or failed.

    Trigger
    Instant
    Try It
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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
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier