CRM Integration

DialerBee + Salesforce

Keep Salesforce as your system of record and let DialerBee handle the outbound dialing. Connect the two through DialerBee's REST API, real-time webhooks, and CRM iframe embedding — so contacts sync, agents get a screen-pop, and every call outcome lands back on the record.

Discuss Your Integration

Quick answer

DialerBee connects with Salesforce through an API-first approach: its REST API syncs contacts and leads and writes call activity, real-time webhooks push call events and dispositions as they happen, and CRM iframe embedding loads the Salesforce record inside the agent desktop. Together these enable click-to-call with screen-pop, auto-logged outcomes and recordings, and campaigns launched from Salesforce list segments.

What You Can Do

Your Salesforce data, dialed and logged

Sync contacts & leads

Pull Salesforce contacts and leads into DialerBee call lists via API, and keep phone numbers, ownership, and status fields aligned so agents always dial current records.

Click-to-call with screen-pop

Agents click a number to dial, and the matching Salesforce contact or lead pops on screen through iframe embedding — full context before the conversation starts.

Auto-log outcomes & recordings

Call dispositions, outcomes, notes, and recording links post back to the contact or lead activity timeline in Salesforce, so history stays complete without manual entry.

Launch campaigns from segments

Trigger DialerBee outbound campaigns from Salesforce list views and segments — send a list, and DialerBee starts dialing under your pacing and compliance-supporting controls.

How It Connects

API-first, three ways

REST API

DialerBee's REST API is the backbone of the integration. Use it to read Salesforce contacts and leads into call lists, write call outcomes and dispositions back to the activity timeline, and attach recording links to the right record. It supports scheduled syncs or on-demand calls, so your Salesforce data and DialerBee call history stay in step.

Real-time webhooks

Webhooks push call events the moment they happen — connected, completed, dispositioned — to Salesforce or a middleware layer of your choice. This keeps the CRM current in near real time instead of waiting for a batch job, and lets you fire follow-up automations off a call result.

CRM iframe embedding

Embed the Salesforce record directly in the DialerBee agent desktop through an iframe. When a call connects, the matching contact or lead loads in-panel for screen-pop, and agents can click-to-call and see full context without switching tabs.

Every deployment is different — talk to our team about your exact Salesforce setup.

Frequently Asked Questions

Does DialerBee integrate with Salesforce?
Yes. DialerBee connects with Salesforce through its API-first approach — REST API, real-time webhooks, and CRM iframe embedding. This is not a certified AppExchange app or an official partnership; it is a direct integration built on DialerBee's own API and embedding capabilities. Talk to our team about your exact Salesforce setup and we'll walk through what the connection looks like for your org.
How does the integration work?
There are three moving parts. The REST API syncs contacts and leads and writes call activity to the record. Real-time webhooks push call events and dispositions as they occur. CRM iframe embedding loads the Salesforce record inside the DialerBee agent desktop for screen-pop and click-to-call. You can use all three together or focus on the ones that fit your workflow.
Can I click-to-call from Salesforce?
Yes. With CRM iframe embedding, agents work from the DialerBee agent desktop with the Salesforce record in view and can click a number to dial. When a call connects, the matching contact or lead pops on screen so agents have full context before they speak. The exact click-to-call flow depends on how your Salesforce org and DialerBee are configured together.
Are call recordings logged to Salesforce?
They can be. DialerBee posts call outcomes, dispositions, notes, and recording links back to the contact or lead activity timeline through the REST API and webhooks. Recording retention, access, and storage should follow your organization's policies and applicable regulations, and DialerBee provides compliance-supporting controls to help — the specifics are best scoped with our team for your setup.
Do I need developers to set it up?
Some technical involvement helps, since the integration runs on DialerBee's REST API, webhooks, and iframe embedding rather than a one-click AppExchange install. Many teams connect it with light configuration and support from our side. Reach out and we'll map the work against your Salesforce environment so you know exactly what setup involves.

Related

API & Webhooks Agent Desktop All Integrations

Bring DialerBee dialing to your Salesforce records

Keep Salesforce as your source of truth and let DialerBee dial, pop, and log. Book a demo and we'll scope the API, webhook, and iframe connection for your org.

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