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Get2Dial’s Salesforce integration is a workspace-level OAuth connection — see Connect Salesforce for how an admin sets it up. This page covers what it does technically.

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How it works

Once connected, Get2Dial creates a Salesforce Task on the matching Contact or Lead after every call, matched by phone number (last 10 digits). This runs automatically — nothing in your own code is required for it to happen.

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What it affects

Get2Dial also has working API-level support for click-to-call and screen-pop events, but there’s no supported Salesforce-side client (an installable Open CTI adapter, for example) that uses them today. Building on top of these endpoints directly means building your own Salesforce-side integration; that’s outside what Get2Dial ships and supports as a product feature.

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Limits and constraints

Only Salesforce is supported. There’s no equivalent integration for other CRMs today.

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Next steps

Connect Salesforce

Webhooks overview