Salesforce Integration with Sales Dialer

Import contacts and leads from Salesforce into Sales Dialer campaigns using two methods: the Chrome extension or Salesforce Campaigns.

Method A: Chrome Extension

1. Install the JustCall Chrome Extension.
2. In Salesforce, filter your contacts or leads list view.
3. Select the contacts you want to dial.
4. Click Add to Sales Dialer.
5. Choose a new or existing campaign and map fields.

Troubleshooting: If the button doesn't appear, verify contacts are selected, the phone column is visible, and data has fully loaded.

Method B: Salesforce Campaigns

1. In Sales Dialer, create a new campaign.
2. Select Salesforce as the contact source.
3. Choose a Salesforce Campaign to import from.
4. Map fields and set defaults.
5. Import contacts.

Field Mapping

Set global default mappings in Sales Dialer > Integrations to apply across all Salesforce campaigns. Add custom fields with the + icon.

Two-Way Sync

Enable bidirectional custom field sync:

1. Go to Sales Dialer > Integrations > Configure.
2. Toggle on two-way sync for Salesforce.

Updates during calls sync back to Salesforce automatically.

Requires: Pro or Business plan.

Related Articles

• Dialer CRM Integration — CRM integration overview
• Two-Way Sync with Salesforce — sync setup details