Connecting dialnote to Salesforce keeps your CRM updated with every customer call. When a call ends, dialnote creates a Task record in Salesforce with the call details, duration, and outcome. Your sales team gets a complete view of customer interactions without logging anything manually.
Connecting Your Salesforce Account#
The integration uses OAuth, so you won't need to enter any credentials in dialnote:
- Go to Settings → Integrations
- Find Salesforce in the CRM section and click Connect
- Salesforce will ask you to authorize dialnote—log in and click Allow
- You'll be redirected back to dialnote with a "Connected" status
Admin permissions may be required
Depending on your Salesforce setup, you might need admin approval for connected apps. If you see an error during authorization, check with your Salesforce administrator.
Once connected, you'll land back on the CRM Integrations page with Salesforce showing a "Connected" status. Click Configure on the Salesforce card to set up contact sync and choose what call data to log.
Contact Sync#
Contact sync pulls your Salesforce contacts into dialnote automatically. When a call comes in, dialnote can match the caller to an existing contact—showing you their name, company, and history before you even pick up.
Sync is one-way for each direction: contacts flow from Salesforce into dialnote, while call activity flows from dialnote into Salesforce. dialnote doesn't create new contacts in Salesforce and doesn't push contact edits back.
To enable contact sync:
- Open the Salesforce settings page (Settings → Integrations → Salesforce)
- Toggle Auto Contact Sync to on
The sync runs every 6 hours and pulls these fields:
- First name and last name
- Email address
- Phone number
- Company name (from the associated Account)
- Job title
You'll see the last sync time on the page once auto-sync has run, so you know data's flowing.
Choose which contacts to sync#
By default dialnote pulls all your Salesforce contacts. To narrow it down, use the Sync contacts from dropdown:
- All contacts — pulls every contact (the default)
- A specific list view — pick any Salesforce Contact list view to sync only those records
Members of a newly chosen list get pulled on the next scheduled sync.
Incremental sync
After the initial import, only new and updated contacts get synced. This keeps the process fast even if you have tens of thousands of contacts in Salesforce.
Call Logging Options#
In the Event Settings section you pick one event type to log. The options are a single choice, not separate toggles:
Sync call logs – Creates a Task in Salesforce when a call ends. The task includes call duration, direction (incoming/outgoing), caller/recipient numbers, and the call status.
Sync call recordings – Creates a Task when a recording is ready. Includes everything above plus a link to dialnote where you can listen to the recording and view the AI-generated summary.
Disable CRM sync – Turns off automatic logging. Use this if you only want contact sync without call activities.
One event type at a time
You can sync call logs OR call recordings—not both at once. This stops the same call from logging twice in Salesforce.
Recording must be enabled
To sync recordings, you'll need call recording turned on for your phone numbers. Check your phone number settings to enable it.
Enabling Phone Numbers#
You don't have to sync every phone number with Salesforce. Pick the ones that should log calls:
- Open the Salesforce settings page (Settings → Integrations → Salesforce)
- Scroll to the Phone Numbers section
- Toggle on the numbers you want to sync
Only calls from enabled numbers create Tasks in Salesforce. This is useful if you have internal lines or personal numbers that don't need CRM logging.
How Call Activities Appear in Salesforce#
When dialnote logs a call, it creates a Task record on the associated Contact. Each task shows:
- Subject – "Incoming Call" or "Outgoing Call"
- Description – Call duration, phone numbers, status, and AI summary if available
- Activity Date – When the call happened
- Status – Marked as Completed
- Link to dialnote – Opens the full conversation view with recording and transcript
The Task appears in the contact's Activity timeline, giving your team a complete history of every conversation.
Contact matching
dialnote searches Salesforce by phone number to find the right contact. If no match is found, the call won't be logged to a specific record—but it's still saved in dialnote.
Disconnecting Salesforce#
If you need to remove the integration:
- Open the Salesforce settings page (Settings → Integrations → Salesforce)
- Click Disconnect
- Confirm the action
This revokes the OAuth connection and stops all syncing. Your existing contacts and logged Tasks in Salesforce won't be deleted—the integration just stops adding new data.
dialnote refreshes your Salesforce login in the background, so you rarely need to reconnect. If a connection breaks for good, disconnect and connect again to re-authorize.
What's Next#
- CRM Integrations overview — How sync works across every CRM
- HubSpot Integration — Connect your HubSpot account
- Pipedrive Integration — Configure Pipedrive logging
- Call Recording — Turn on recording so recording links sync to Salesforce
- Contacts — See how synced contacts appear in dialnote