Dialpad + Salesforce integrations: work smarter

Use Relay.app's Salesforce integrations to trigger actions across your apps
Use Relay.app's Salesforce integrations to trigger actions across your apps
Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps
Preview of Use any of these Salesfoce actions in your Relay.app workflows.
Overview
Connect Dialpad to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Dialpad, Salesforce, and many other popular SaaS applications.
Check below for example workflows using Dialpad and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.
Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

Example Dialpad + Salesforce workflows

Dialpad iconarrow_forwardSalesforce icon

Automatically create record in Salesforce for each new call in Dialpad

Salesforce iconarrow_forwardDialpad icon

Send text message automatically in Dialpad for each opportunity stage reached in Salesforce

Salesforce iconarrow_forwardDialpad icon

Find call(s) automatically in Dialpad for each opportunity stage changed in Salesforce

Dialpad iconarrow_forwardSalesforce icon

Update record automatically in Salesforce for each new call in Dialpad

Dialpad iconarrow_forwardSalesforce icon

Attach file to record automatically in Salesforce for each new call in Dialpad

Dialpad Triggers
Call
Dialpad logo
add
New call
Salesforce Actions
Record
Salesforce logo
attach_file
Attach file to record
Salesforce logo
add
Create or update record
Salesforce logo
add
Create record
Salesforce logo
search
Find record(s)
Salesforce logo
edit
Update record
Salesforce Triggers
Opportunity
Salesforce logo
edit_square
Opportunity stage changed
Salesforce logo
edit_square
Opportunity stage reached
Record
Salesforce logo
add
New record added
Salesforce logo
edit
Record changed
Salesforce logo
target
Record first meets conditions
Dialpad Actions
Call
Dialpad logo
search
Find call(s)
Text message
Dialpad logo
send
Send text message

Create your own Dialpad + Salesforce integration

Select a trigger in Dialpad
Select an action in Salesforce
Create your workflow

Or automate Salesforce + Dialpad

Select a trigger in Salesforce
Select an action in Dialpad
Create your workflow

FAQ

  • What is Relay.app?

    Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.

  • How do I connect Dialpad to Salesforce with Relay.app?

    1. Create a free Relay.app account
    2. Set a trigger in Dialpad or Salesforce to kick off new workflow runs
    3. Add one or more actions to run in your workflow
    4. Authorize Dialpad and Salesforce to connect to Relay.app
    5. Turn on your workflow and start getting more done with less manual work

    Check above for some example workflows, or visit our help center for more details on how to get started.

  • Is Relay.app a Zapier alternative for connecting Dialpad to Salesforce?

    Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.

    Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.

    For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.

    Of course we're biased, but we believe Relay.app is the best way to connect and automate Dialpad and Salesforce—give it a try and let us know what you think.

See why people love Relay.app

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Screenshot showing how to test a step in an automated workflow in Relay.app
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Client onboarding workflow screenshot in Relay.app

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