> ## Documentation Index
> Fetch the complete documentation index at: https://docs.get2dial.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce integration

> What the Salesforce integration does technically under the hood, and what it doesn't yet support out of the box.

Get2Dial's Salesforce integration is a workspace-level OAuth connection — see [Connect
Salesforce](/agent/crm-integration) for how an admin sets it up. This page covers what it
does technically.

## 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.

## 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.

## Limits and constraints

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

## Next steps

<CardGroup cols={2}>
  <Card title="Connect Salesforce" href="/agent/crm-integration" />

  <Card title="Webhooks overview" href="/developers/webhooks/overview" />
</CardGroup>
