Two-Way Sync with Salesforce

Automatically sync custom field changes between Sales Dialer and Salesforce. Updates during or after calls sync to both platforms, reducing manual data entry.

Available on: Pro or Business plan.

Setting Up Two-Way Sync

1. Go to Sales Dialer > Integrations > Configure.
2. Toggle on Two-Way Sync for Salesforce.
3. Go to Integration > Map Custom Fields.
4. Map each Sales Dialer custom field to its corresponding Salesforce field.
5. Save settings.

Related Articles

• Salesforce Integration — full Salesforce integration guide
• Dialer CRM Integration — CRM integration overview