AutoDial Open CTI for Salesforce Automate Calls, Track Conversations, and Boost Sales Productivity

Connect, track, and record every customer call directly within Salesforce.

Smarter Conversations, Natively Inside Salesforce

Reimagine how your teams connect with customers using our Salesforce-native Open CTI solution. Built for fast-moving sales and service teams, AutoDial enables seamless, efficient, and intelligent conversations—all without leaving Salesforce.

Handle inbound and outbound calls with ease, schedule callbacks, track call history, and auto-log every interaction. Empower your agents with screen pops, call recordings, and smart filters to deliver faster responses and better customer experiences.

Key Features of Storage Plus

Inbound & Outbound Call Handling within Salesforce

One-Click Dialing with Automatic Record Matching

Smart Call Logging & Auto Activity Creation

Callback Scheduling for Missed Calls

Call Recordings Stored in Salesforce Records

Screen Pops with Smart Record Suggestions

Custom Filters Based on Caller Metadata

Supports Open CTI API, Lightning UI & Omni-Channel

Future-Ready: Data Masking Planned for Compliance

How AutoDial Works

Who It’s For – Outbound & Inbound Calling in Salesforce

Why AutoDial Stands Out – Salesforce Auto Dialer & Call Tracking Solution

Save time with automated dialing and call logging
Convert leads faster with shorter call turnaround
Boost agent efficiency with screen pops and callback queues
Stay compliant through secure call storage
Onboard teams faster using the native Salesforce interface

Need Help Getting Started?

We offer comprehensive support via email and live chat. Enterprise customers can access SLAs for faster resolution. You’ll also receive access to our setup guide, knowledge base, and admin documentation, plus help from our team for implementation and training.

Works Seamlessly With Your Salesforce Stack

AutoDial is built on the Open CTI framework and works with most major telephony providers. It’s fully compatible with Salesforce Lightning Experience and can be easily extended via Salesforce Flows, Apex, or LWC.

Terms & Conditions

Your use is subject to your telephony provider’s terms and any third-party services you connect.
Recordings and logs follow your Salesforce storage policy. Always ensure compliance with regional laws.
Initial setup may require assistance from a Salesforce admin or partner.
Features may change in accordance with Salesforce updates and security best practices.

Boost Sales Productivity with Smarter Call Automation

FAQs – AutoDial for Salesforce Open CTI

1. What is AutoDial for Salesforce?

AutoDial is a Salesforce-native CTI tool that allows users to handle, track, and log calls inside the Salesforce platform. It works with inbound and outbound calls. Everything is stored and managed within your CRM for maximum efficiency.

2. Does AutoDial work with any telephony provider?

Yes, AutoDial supports most major telephony systems through Open CTI standards. Simply connect with your preferred provider, and you're all set. No additional software required.

3. Can I track call history and recordings?

Absolutely. Each call is automatically logged with relevant metadata, and recordings are stored directly in Salesforce. You can view history anytime in the related record.

4. Is AutoDial compatible with Salesforce Lightning?

Yes, AutoDial is fully compatible with Salesforce Lightning Experience. It also works well with Service Cloud, Sales Cloud, and Omni-Channel. You can even extend it using Apex or Flows.

5. What kind of support do you offer?

We offer live chat and email support to all users. For enterprise clients, SLAs and onboarding support are available. You’ll also get access to documentation and implementation help.

6. Do I need a Salesforce admin to install AutoDial?

Yes, a Salesforce admin or partner may be needed for initial setup. This ensures everything is configured correctly and works with your telephony system. Our team is available to assist if needed.