Microsoft Outlook
Sync Dialbox with Microsoft Outlook for seamless calendar management and email integration.
Learn moreDialbox + Salesforce
Automate Lead Capture in Salesforce with Every Call
Never let a sales opportunity slip through the cracks. Dialbox's AI receptionist answers every call, qualifies leads, and instantly creates new leads or logs activities against existing contacts in your Salesforce CRM, 24/7.
Key Features of Dialbox + Salesforce
Unlock powerful automation and efficiency by connecting Dialbox with Salesforce.
Automatic lead creation in Salesforce from phone calls
Instantly create new leads in Salesforce or log activities against existing contacts with every call.
Call activity logging for contacts and leads
Keep a complete record of all phone interactions directly within your Salesforce CRM.
Intelligent lead qualification
Dialbox AI qualifies leads based on your custom criteria before they even reach Salesforce.
Synced appointment booking
Book appointments during calls and have them automatically sync with Salesforce Calendar (if applicable).
Custom field mapping
Capture all relevant caller information by mapping Dialbox data to your Salesforce fields.
Why Connect Dialbox with Salesforce?
Integrating Dialbox with Salesforce offers tangible advantages for your business.
- 1
Maximize Lead Capture
Ensure no inbound call is missed and every potential lead or customer interaction is logged in Salesforce.
- 2
Boost Sales Team Efficiency
Automate manual data entry, allowing your sales team to focus on selling rather than admin tasks.
- 3
Enhance Data Accuracy
Improve the accuracy and completeness of your lead and contact data within Salesforce.
- 4
Speed Up Follow-Up
Enable faster sales follow-up with leads captured and logged in Salesforce in real-time.
- 5
Achieve a 360° Customer View
Gain a comprehensive understanding of all customer interactions by consolidating call data in your CRM.
Who Benefits from Dialbox + Salesforce?
This powerful integration is ideal for a wide range of businesses and professionals.
Sales teams looking to automate lead capture from phone calls
Businesses using Salesforce as their central CRM system
Marketing departments aiming to track call-to-lead conversions
Customer service teams needing to log interactions in Salesforce
Companies wanting to ensure 24/7 lead intake into Salesforce
Questions You Might Have
Get quick answers about connecting Dialbox with Salesforce.
How does the Dialbox-Salesforce integration work?
When a call comes in, Dialbox's AI qualifies the lead. Based on the conversation, it can create a new lead in Salesforce, or if the contact exists, log the call activity, including notes and outcomes. This ensures your Salesforce data is always up-to-date.
Can Dialbox assign leads to specific sales reps in Salesforce?
Yes, based on your Salesforce assignment rules or criteria captured during the call (e.g., product interest, region), Dialbox can help ensure leads are routed or flagged for the correct sales representative or queue in Salesforce.
Is setting up the Dialbox-Salesforce integration complex?
Connecting Dialbox to Salesforce is designed to be straightforward. You'll authorize Dialbox to access your Salesforce instance via secure OAuth, and then map the fields you want to sync. Our support team is also available to assist.
Explore Other Integrations
Square Appointments
Integrate Dialbox with Square Appointments to streamline scheduling and payment processing.
Learn more