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Passing marketing analytics on callers into Salesforce is a game changer

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Get Actionable Analytics on Callers Automatically —
Right in Salesforce

Consumers who call businesses convert faster, spend more, and stay loyal. They are your most valuable leads. For the insights to generate more calls and convert them to customers, marketing and sales teams use DialogTech.

DialogTech captures complete analytics on what marketing channel drove each call, who the caller is, and what happens on the call. That data is passed directly into Salesforce, helping sales agents turn more callers into customers and marketers generate more quality leads at a lower cost.

Call Attribution
for Marketers

Shift spend to marketing channels driving not only the most calls, but the most customers and revenue.

Caller Intelligence
for Sales

Arm sales agents with insights on the caller and why they’re calling to have more effective conversations.

Conversation Analytics
for Insights

Uncover what sales tactics work best to turn calls into customers and share them with the organization.

DialogTech’s Award-Winning Integration with Salesforce

DialogTech pushes over 100 data points on inbound calls into Salesforce, enabling marketing and sales teams to leverage deep insights on callers in Salesforce reports, workflows, triggers, and processes.

Track Calls from Source to Sale in Salesforce

DialogTech’s integration with Salesforce tracks incoming calls back to the specific marketing source that originated them. DialogTech passes this data to Salesforce, so marketers can view conversion rates, sales pipeline, and marketing ROI for every source. Get the insights you need to optimize campaigns for what really works. Prove the full impact of your marketing spend on revenue.

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Arm Sales Agents with Context on Every Caller Before Answering

When calls come in, DialogTech can show agents the caller’s name, number and location, as well as the exact lead source for the call, including any search keywords they used to find you. DialogTech can also whisper this data to your agent before they accept the call, so even if agents answer away from their computer, they are still armed with valuable information to win the sale.

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Automatically Create and Update Lead Records for Callers

If the caller is a lead in Salesforce, DialogTech displays provides a quick link to the record for easy access. If it’s a first-time caller, DialogTech can automatically create a new Salesforce record, saving your agents time.

If calls go unanswered, DialogTech captures the data in a Missed Call queue for easy access. If the call is from a number with no assigned contact, DialogTech stores the data in a queue and automatically syncs it to the right Salesforce record once that person is known.

DialogTech’s Integration with Salesforce Also Includes:

Recordings & Transcriptions

Access recordings in Salesforce and automatically transcribe calls to any agent, location, or call center.

AI & Machine Learning

Have AI analyze calls for you to measure caller intent, lead quality, conversion rates, and sales agent performance.


Pass DialogTech and Salesforce data to your other marketing tools, bid management solutions, and digital ad platforms.


Answer, assist, and qualify callers 24/7 with professional IVRs that you can build and update without IT.

Contextual Call Routing

Route calls based on the caller’s geographic location, day and time, marketing source, caller history, and more.

Call Forwarding

Ring multiple phones at once or in any order — if no one answers, send calls to another person, group, or voicemail.

“DialogTech is the ideal solution for us. We can see how much we are spending in a campaign, what’s converted over the phone, and ultimately the lifetime value of those conversions.”

Kevin Budzynski
CMO at Monroe Engineering

Simple, Fast Deployment in 4 Easy Steps

The DialogTech integration with Salesforce is easy to get up and running. To get started, contact DialogTech or visit the Salesforce AppExchange to download the DialogTech integration app.

A Resource You May Like:

Optimizing Marketing ROI with Salesforce and Call Analytics

Learn 8 ways that passing analytics on callers into Salesforce helps you drive significantly more customers from your marketing.

Get the eBook → See all resources →

Ready for a personal walkthrough of DialogTech?

Request a demo → or call 877.295.5100