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 → CRM Integration
- Find Salesforce 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 on the Salesforce configuration page where you can 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.
To enable contact sync:
- Go to Settings → CRM Integration → 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
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#
You can choose what call data gets logged to Salesforce. Pick the option that fits your workflow:
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.
Recording must be enabled
To sync recordings, you'll need call recording turned on for your phone numbers. Check Settings → Phone Numbers to enable it.
Enabling Phone Numbers#
You don't have to sync every phone number with Salesforce. Pick the ones that should log calls:
- Go to Settings → CRM Integration → 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:
- Go to Settings → CRM Integration → 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.