Salesforce integration
A parallel power dialer with native Salesforce sync
Turn any Salesforce list view into a calling campaign and let reps dial 5 lines at once. Every conversation lands back on the right record without manual logging.
Setup
How Dialer works with Salesforce
- 1
Connect Salesforce
Sign in with OAuth to your org.
- 2
Import a list view
Pick a list view and pull its records into a campaign.
- 3
Dial
Reps work the list in preview or parallel mode.
- 4
Calls logged automatically
Each conversation is logged on the record matched by phone number, or a new one if you choose.
What you get
- OAuth connection
- List view import
- Calls logged on the matching record
- Optionally create missing records
- No-answers kept out of your CRM
Power-ups
Dialer features Salesforce teams love
Parallel Power Dialer
Dial up to 5 lines at once and connect reps only to the people who pick up.Voicemail Drop
Leave a pre-recorded voicemail with one click and move on to the next call.Phone Tree & Screener Detection
Get past phone trees and answer call screeners automatically.Branded Caller ID
Show your business name and sign calls with STIR/SHAKEN.Workflow Automation
Drag-and-drop automations that react to every call, text and tag.Call Analytics & Speed to Lead
Reports where every number opens the calls and leads behind it.
FAQ
Salesforce dialer questions
Do reps have to log calls in Salesforce?
No. Dialer logs every conversation on the matching record when the call ends, with the outcome and notes.
Start dialing your Salesforce leads
Connect your Twilio account, import a list and start a parallel session in minutes. No desk phones, no downloads.