V
VICIdial
Open Source Dialer (Self-Hosted)
Salesforce
CRM · Opportunities · Flows
Salesforce + VICIdial Integration
Connect VICIdial to Salesforce — 2 trigger events, 6 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.
Automation Builder — Real Triggers & Actions
Click any event to select
VICIdial Triggers
AGI
Call End (AGI script)
Custom AGI script fires on call end
api
WH
Webhook POST on disposition
POST to external URL when disposition set
api
Salesforce Actions
A01
Create Record
Creates record for specified Salesforce object
action
A04
Create Lead
Creates new lead
action
A06
Create Contact
Creates new contact
action
A08
Create Opportunity
Creates new opportunity
action
A09
Create Task
Creates new task for follow-up
action
A19
Custom SOQL Query
Execute custom SOQL SELECT queries
action
Field Mapping
Dialer
→
CRM
contact_phone
→
Contact.Phone / Lead.Phone
contact_name
→
Contact.Name / Lead.Name
contact_email
→
Contact.Email / Lead.Email
call_direction
→
Activity.Type (Inbound/Outbound)
call_duration
→
Activity.Duration
disposition
→
Contact.Lead_Status / Deal.Stage
notes
→
Activity.Notes / Call.Description
recording_url
→
Activity.Recording / Custom Field
agent_name
→
Activity.Owner / Task.Assigned_To
timestamp
→
Activity.Date / Call.Date
voicemail_url
→
Activity.Voicemail / Custom Field
campaign_name
→
Lead.Source / Contact.Campaign
ai_summary
→
Activity.Notes / Custom Field
VICIdial Triggers
AGI
apiCall End (AGI script)
Custom AGI script fires on call end
WH
apiWebhook POST on disposition
POST to external URL when disposition set
Salesforce Triggers
T01
pollingNew Lead
New lead created
T02
pollingNew Contact
New contact created
T03
pollingNew Record
Record of specified object created
T04
pollingUpdated Record
Record of specified object updated
T05
instantNew Outbound Message
Outbound message via Flow/Workflow
VICIdial Actions
A01
action=add_lead
Add lead to campaign list via HTTP GET
A02
action=update_lead
Update lead data
A03
action=search_lead
Search for lead by phone/email
A05
action=set_disposition
Set call disposition after call
Salesforce Actions
A01
Create Record
Creates record for specified Salesforce object
A04
Create Lead
Creates new lead
A06
Create Contact
Creates new contact
A08
Create Opportunity
Creates new opportunity
A09
Create Task
Creates new task for follow-up
A19
Custom SOQL Query
Execute custom SOQL SELECT queries
VICIdial API
GET
?action=add_lead&lead_id=...
Add lead to campaign
GET
?action=update_lead&lead_id=...
Update lead data
GET
?action=search_lead&phone=...
Search lead by phone
GET
?action=agent_status
Get/set agent status
Salesforce API
POST
/services/data/v59.0/sobjects/Lead
Create lead
POST
/services/data/v59.0/sobjects/Contact
Create contact
POST
/services/data/v59.0/sobjects/Opportunity
Create opportunity
PATCH
/services/data/v59.0/sobjects/Lead/{id}
Update lead status
POST
/services/data/v59.0/sobjects/Task
Create follow-up task
When an agent sets a call disposition in VICIdial, the automation maps it to the correct Salesforce action:
| Disposition | CRM Stage / Action | Stage |
|---|---|---|
| Interested | Move deal stage → Qualified | SQL / Qualified |
| Booked / Meeting Set | Create calendar event + stage update | Meeting Scheduled |
| Not Interested | Update contact status → Disqualified | Disqualified |
| No Answer | Re-queue + follow-up task or SMS | Attempted (retry) |
| Voicemail Left | Set contact status → Attempted | Attempted |
| Callback Requested | Create CRM task → Schedule Callback | Callback Scheduled |
| Wrong Number | Flag phone field as invalid | Invalid |
| DNC Requested | Set opt-out flag + suppress contact | Opted Out |
| Busy | Re-queue with delay timer | Re-queue |
All fields passed on every VICIdial call event — mapped to Salesforce fields. Highlighted fields are critical for automation:
lead_id
vendor_lead_code
list_id
status
phone_number
first_name
last_name
email
call_notes
agent_user
campaign_id
call_length
recording_filename