Salesforce Integration

Turn Salesforce into a phone

Salesforce click-to-call, a power dialer and two-way SMS, all inside the records your reps already live in, with every call auto-logged and no expensive CTI add-on.

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  • Same-day setup
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  • US-based support
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  • No contracts
What you get

A dialer, texting and screen pop, native to Salesforce

This Salesforce VoIP integration puts calling and messaging where the work happens, then writes every outcome back to the record so nothing slips through.

Click-to-call any record

Dial straight from a lead, contact, opportunity or list view in one click. A browser extension turns every phone number on any Salesforce page into a callable link, no desk phone, no copy-paste.

Power & predictive dialing

Run a list view or campaign as a dialing session. Agents skip dead numbers, connect faster and work more records per hour, with every dialer mode included, not sold as a separate SKU.

Two-way SMS on 10DLC

Text a lead from their record and see replies in the same thread. Messages go out on 10DLC-registered US numbers, so they actually reach the inbox instead of getting filtered.

Auto-logged calls & recordings

Every call, duration, disposition and recording writes back to the right lead, contact or opportunity automatically. Your reps stop taking notes and your pipeline data stays clean.

Screen pop on answer

Inbound and outbound calls pop the matching Salesforce record the moment they connect, so reps open every conversation already knowing who's on the line and where the deal stands.

Local presence

Show a local caller ID that matches the prospect's area code to lift answer rates on outbound, all managed from numbers you own across 70+ countries.
How it works

Live in your Salesforce org today

Three steps, no development sprint. Most teams are click-to-calling and texting from Salesforce the same day they start.

1. Connect your Salesforce org

We link Dialerportal to your Salesforce org and map calls, texts and dispositions to leads, contacts and opportunities. No developer sprint, most orgs are wired up the same day.

2. Add the click-to-call bar

Reps install a lightweight browser extension that surfaces a dial bar inside Salesforce. Numbers become clickable and the screen pop and SMS panel appear right where they already work.

3. Start dialing and texting

Click to call, launch a power-dialing session off a list view, or send a 10DLC text, and watch calls, recordings and outcomes log themselves back to Salesforce automatically.
Why Dialerportal

Enterprise CTI power, priced for growing teams

The Salesforce power dialer smaller sales floors and BPOs actually want, full-featured, without enterprise CTI pricing or an annual commitment.

Built for SMB budgets

Enterprise CTI suites and the native Salesforce Dialer are quote-based and priced for large orgs. Dialerportal is transparent and month-to-month, add or remove seats anytime, no annual lock-in.

Every dialer mode included

Click-to-call, power and predictive dialing, two-way SMS and call recording come standard, not gated behind a higher tier or an add-on license you have to negotiate for separately.

US-based support & same-day setup

Talk to a US-based human who answers in about 30 seconds and gets your org live the same day, instead of waiting on a reseller or a professional-services queue.

Rolling out across a floor? Pair Salesforce with our call center platform for full dialing campaigns, see the rest of our CRM integrations, or check transparent, month-to-month pricing.

FAQ

Salesforce integration questions

Editions, logging, texting and how the pricing compares to the native Dialer.

The integration works with the widely used Salesforce editions that allow API access and browser extensions, including Professional (with API access), Enterprise and Unlimited. If you're unsure whether your edition qualifies, send us your plan details and we'll confirm before you commit, setup is same-day once it's confirmed.

Yes. Every call, its duration, the disposition your rep selects and the recording are written back automatically to the matching lead, contact or opportunity. Reps stop copying notes by hand, and your reporting stays accurate because the activity history is captured for you.

Yes. You can send and receive SMS from the contact record, and both sides of the conversation stay in one thread. Texts go out on 10DLC-registered US numbers so they're far more likely to reach the inbox than unregistered messaging.

We do. US business texting requires 10DLC brand and campaign registration with the carriers, and we handle that registration for you as part of getting your SMS live, so you don't have to navigate the carrier process on your own.

For most SMBs and BPOs, yes. The native Dialer and enterprise CTI packages are typically quote-based and aimed at larger organizations, and advanced dialing often sits in a higher tier. Dialerportal bundles click-to-call, power and predictive dialing, SMS and recording into transparent, month-to-month pricing with no long contract.

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Put a dialer inside Salesforce

Get a free quote and we'll have click-to-call, power dialing and SMS live in your org the same day, US-based support, no contract.