Salesforce

Connect Salesforceto Afterdial

Yes, through Zapier, Make or n8n. After every call, Afterdial sends the outcome, summary, booking and callback details to your automation, which updates Salesforce for you.


What it does

Triggers and actionsfor Salesforce.

Call analyzed

Afterdial sends each call's outcome, summary and details to Zapier, Make or n8n.

Trigger
Create or update the contact

Match by phone or email and keep Salesforce current.

Action
Log the call with its summary

Outcome, length and next step on the record.

Action
Create a deal or task

A deal when a meeting is booked, a task when a callback is due.

Action
Mark do-not-call

Flag the contact so nobody on the team calls again.

Action

Popular workflows

Popular Salesforce workflowsready in minutes.

CRM

Log every call in Salesforce with its outcome and summary

After each JustCall call, the outcome, summary and next step are written to the Salesforce contact automatically.

  1. Call ends in JustCall
  2. Afterdial writes the summary
  3. Zapier or Make updates Salesforce
Use this workflow →
Pipeline

Create a Salesforce deal when a meeting is booked

Booked meetings go to Google Calendar and create a deal or record in Salesforce, so your pipeline matches your calendar.

  1. Meeting booked on the call
  2. Event added to Google Calendar
  3. Deal created in Salesforce
Use this workflow →
Callbacks

Turn callbacks into Salesforce tasks

When a prospect asks to be called back, a task is added in Salesforce for the exact time.

  1. Prospect asks for a callback
  2. Afterdial reads the time
  3. Task created in Salesforce
Use this workflow →
Compliance

Flag do-not-call requests in Salesforce

When someone asks not to be called, the contact is flagged in Salesforce and removed from Afterdial's queue.

  1. Prospect asks to be removed
  2. Afterdial adds them to do-not-call
  3. Salesforce contact is flagged
Use this workflow →

Setup

How to connectSalesforce.

  1. 1Sign up for Afterdial (free, no credit card).
  2. 2In Zapier or Make, create a workflow with a 'Catch webhook' trigger and copy its link.
  3. 3Paste the link in Afterdial under Settings → Send results to your other apps.
  4. 4Add a Salesforce step that uses the call outcome, summary and times.
  5. 5Make a test call and check that it reaches Salesforce.

Why connect them

Spend less time afterevery Salesforce call.

Salesforce is the most widely used CRM for sales teams. For sales orgs that live in Salesforce, the slow part isn't the call itself. It's everything after: typing notes, booking the meeting, sending reminders and remembering callbacks.

Afterdial keeps Salesforce accurate without manual data entry. Each call's outcome, summary, booked meeting and callback is sent through Zapier, Make or n8n and written to the right record.

Your pipeline in Salesforce then reflects what actually happened on the phone, not what someone remembered to log.


Works great with

Pair Salesforce withthe rest of your stack.

See all 31 integrations →


Questions

Salesforce and Afterdial,answered.

Does Afterdial integrate with Salesforce?

Yes, through Zapier, Make or n8n. After every call, Afterdial sends the outcome, summary, booking and callback details to your automation, which updates Salesforce for you.

Is the Salesforce integration direct or through Zapier?

Connects through Zapier, Make or n8n using Afterdial's webhooks. No code needed. Zapier, Make and n8n all work, so use whichever you already have.

What does Afterdial send to Salesforce?

The call's outcome, a short summary, next step, prospect name, phone and email when known, and any meeting or callback time. Call transcripts are never included in what Afterdial sends out.

How long does it take to connect Salesforce?

Usually five to ten minutes to set up the Zapier or Make workflow once.

Is there a free trial?

Yes. Every plan starts with a 14-day free trial, and no credit card is required to sign up.

Connect Salesforce today.Start free in two minutes.

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