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.

When this happens...
New Voicemail
Triggers when a new voicemail is created.
TriggerInstant
automatically do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then 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
Try It
New Inbound Call
Triggers when a new inbound call is complete.
Trigger
Instant
Try It
New Outbound Call
Triggers when a new outbound call is complete.
Trigger
Instant
Try It
New Voicemail
Triggers when a new voicemail is created.
Trigger
Instant
Try It
- 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

- TransformRequired
Action
Write
- TransformRequired
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
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
- 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
- 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
Try It
New Undelivered Message
Triggers when a new message is undelivered or failed.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- 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
- TransformRequired
Action
Write
- TransformRequired
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
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
- 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
- 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

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

DialLink + Salesforce + Formatter by Zapier

Create Salesforce records for new completed DialLink voicemails

Deleted Contact

New Inbound Call

New Outbound Call

New Voicemail

Create Contact

Delete Contact

Contacts

Numbers

Utilities

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

Send Email

Update Lead

Update Record (UTC)

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

Date / Time

Text

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)

Run Report

Update Contact

Update Record

API Request (Beta)

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

About Formatter by Zapier

Related categories