Salesforce Marketing Cloud + Dialpad Integration

Integrate Dialpad to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each contact handled. Capture call and message details, upsert data extension records, create subscribers, and trigger transactional emails automatically.

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1.
  • Dialpad
    SMS is sent in Dialpad Instant
  • Dialpad
    Call state is updated in Dialpad Instant
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2.
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud
  • Dialpad
    Send SMS in Dialpad
  • Dialpad
    Send SMS to channel in Dialpad
  • Dialpad
    Create contact in Dialpad
  • Dialpad
    Create call in Dialpad

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Ready Workflows Ready Workflows for Dialpad + Salesforce Marketing Cloud Integration

Capture messages, create subscribers, upsert data extension records, and trigger transactional emails, all in just one click.

Most popular automationmost-popular-automations
Dialpad + Salesforce Marketing Cloud Integration

Send email from Salesforce Marketing Cloud for new message received in Dialpad

There are many reasons why you would want to send an email in Salesforce Marketing Cloud when a text message is received in Dialpad.

Perhaps you want to respond to the customer quickly and don't have time to type out a response on your phone. Maybe you want to keep all customer communication in one place, or perhaps you just want an extra layer of security by sending confidential information via email instead of message.

No matter what your reason, setting up email notifications for incoming message is easy and can be done in just a few minutes. Give it a try today!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Dialpad + Salesforce Marketing Cloud flow

Sync your communication logs with CRMs, marketing platforms, spreadsheets, and scheduling tools to streamline your outreach. Pick a combination and activate it in one click.

Salesforce Marketing Cloud
Dialpad
+
SalesforceSalesforce (5)
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MailchimpMailchimp (5)
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SlackSlack (5)
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Google SheetsGoogle Sheets (5)
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TypeformTypeform (5)
+
CalendlyCalendly (5)
D
S
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Create a Salesforce lead whenever an SMS is sent in Dialpad, and upsert a data extension record in Salesforce Marketing Cloud.
Every message sent in Dialpad instantly creates a lead in Salesforce and updates Salesforce Marketing Cloud, removing manual data entry.
D
S
S
When a call state is updated in Dialpad, update the matching Salesforce contact and send a transactional email using TriggerSend in Salesforce Marketing Cloud.
Call updates in Dialpad automatically refresh your Salesforce contact records and trigger automated emails in Salesforce Marketing Cloud.
D
S
S
When an SMS is sent in Dialpad, update the Salesforce opportunity stage and upsert a data extension record in Salesforce Marketing Cloud.
Message activity in Dialpad updates your sales opportunities in Salesforce and maintains your data extension records in Salesforce Marketing Cloud.
D
S
S
Create a Salesforce task for every contact created in Dialpad, and upsert a data extension record in Salesforce Marketing Cloud.
New contacts in Dialpad immediately generate follow-up tasks in Salesforce and update Salesforce Marketing Cloud records.
D
S
S
Use Claude to analyse whether an SMS sent in Dialpad is urgent. If it is, update the high-priority Salesforce case and upsert a data extension record in Salesforce Marketing Cloud.
AI evaluates inbound Dialpad messages to prioritise Salesforce cases and update Salesforce Marketing Cloud records automatically.

Supported triggers and actions for Salesforce Marketing Cloud and Dialpad

Mix and match to build the exact automation you need

Salesforce Marketing Cloud
Salesforce Marketing Cloud Triggers & Actions
No trigger is available
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
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Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
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Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
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Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
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Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
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Dialpad
Dialpad Triggers & Actions
Instant
SMS is sent in Dialpad
Triggers the automation when a text message is sent
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Instant
Call state is updated in Dialpad
Triggers the automation when call details are modified
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Send SMS in Dialpad
Sends a text message to particular recipients
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Send SMS to channel in Dialpad
Sends a text message to a channel
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Create contact in Dialpad
Adds a new contact to the database
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Create call in Dialpad
Initiates a call to the recipient
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What can you automate with Dialpad + Salesforce Marketing Cloud?

Streamline your communication and marketing operations by connecting call events and messages directly to your subscriber database.

What you can automate?
🔄
Sync Dialpad SMS and calls to Salesforce Marketing Cloud
Automatically create subscribers and upsert data extension records whenever an SMS is sent or a call state updates in Dialpad.
📋
Capture every message field and contact detail
Map complete text message contents and contact information into your marketing database instead of basic summaries.
🔔
Trigger instant transactional emails on call updates
Send automated emails using TriggerSend in Salesforce Marketing Cloud the moment a customer call state changes in Dialpad.
🔀
Route records based on submitted message content
Apply conditional logic to handle urgent messages differently from standard customer inquiries.
🔄
Keep subscriber data continuously updated
Ensure your marketing platform reflects the latest customer interactions and contact changes automatically.
📝
Upsert records to prevent duplicate profiles
Update existing records or create new ones intelligently without generating duplicate data entries in your system.
📞
Handle call state changes and follow-ups
Track call progression and update your marketing touchpoints throughout the entire customer journey.
💬
Extend your workflow with team messaging apps
Connect your core automation flow with Slack to alert team members whenever new customer interactions occur.
And much more...

Who is Dialpad + Salesforce Marketing Cloud integration for?

Teams managing customer communications and marketing campaigns rely on accurate data syncing to eliminate manual entry and keep outreach timely.

Performance marketers
Performance marketers
Customer support leads
Customer support leads
Account managers
Account managers
Operations directors
Operations directors
Sales development reps
Sales development reps
Compliance officers
Compliance officers
📈
Performance marketers
You're running marketing campaigns across multiple touchpoints but your tracking reports only update when someone manually exports logs, so the metrics you're reviewing are always hours behind — with this integration, every interaction lands in your database instantly and your campaign data stays current.
⚡
Customer support leads
You need to respond to urgent customer calls and messages immediately, but delayed status updates leave your agents in the dark — automating both apps means every call state change and SMS update syncs instantly so your team can act without delay.
🤝
Account managers
You answer to clients who want immediate proof of engagement, but disparate communication tools make reporting a chore — integrating these apps means all touchpoints and subscriber records update automatically, giving stakeholders a clear picture of progress.
📊
Operations directors
The volume of daily calls and text messages is too high for anyone to keep up by hand, leading to missed records and fragmented profiles — this integration means every message and call state flows into your database reliably without manual overhead.
🔄
Sales development reps
You own the next step in the pipeline and depend on upstream communication logs to trigger your outreach, but manual handoffs cause frustrating bottlenecks — automating both apps means your workflow triggers the moment an SMS is sent or a contact is created.
🛡️
Compliance officers
You need a reliable, unbroken history of customer communications for auditing, but manual record-keeping always leaves gaps in your timeline — connecting these apps means every single touchpoint is logged accurately and securely.
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Why choose Integrately to automate Salesforce Marketing Cloud + Dialpad

Build and manage your Salesforce Marketing Cloud + Dialpad automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce Marketing Cloud + Dialpad with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Dialpad to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Dialpad and Salesforce Marketing Cloud instantly using 1-click workflows on Integrately. Choose a ready template or ask Integrately AI to build your integration with apps like Slack, Google Sheets, and Salesforce.
Can I automatically create Salesforce Marketing Cloud subscribers from Dialpad text messages?
Frequently Asked Questions
Can I connect Dialpad, Salesforce Marketing Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dialpad and Salesforce Marketing Cloud?
Frequently Asked Questions
How does Dialpad handle call state updates and SMS events in workflows?
Frequently Asked Questions
How does Salesforce Marketing Cloud receive subscriber and data extension updates?
Frequently Asked Questions
Do I need coding skills to automate Dialpad and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the Dialpad and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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