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Third Party Dialers

Salesloft provides a feature to integrate third-party dialers with our platform — "Voice Links". Voice Links are activated on a per-customer basis, so the team needs to reach out to their customer success manager to activate it.

When VoiceLinks are activated, the Salesloft dialer is replaced by a Voice Link. This will either be a tel:// or callto:// link, based on what the team admin selects. Please contact us with requests for the addition of other protocols.

All existing Salesloft phone numbers will be released and will cease to function when Voice Links are activated.

Anywhere the user clicks in Salesloft that normally opens the Salesloft Dialer will instead open a small box with the number to be called. Users will be able to click the "Call" button to call using the third-party dialer.

A Voice Link includes numbers using E.164 formatting. The person ID, CRM ID, and action ID are also included if applicable. You can find this information in the data attribute on the DOM element for the link, which is useful if your dialer hooks in via a Chrome Extension:

<a href="tel://+14047134896" data-personid="26962" data-actionid="271088" data-crmid="0034600001Qk2h0AAB">Call</a>

Person ID is a unique identifier for any person added to Salesloft. You can use it to fetch Caller ID information or to specify which person the call should be logged to.

CRM ID is the unique identifier Salesloft uses to match a person to a CRM record.

The Action ID is the unique identifier given to steps on a cadence in Salesloft. You can find more information on how to use an Action ID here.

How to Log a Call​

Users will have two options for logging calls. You should select the strategy that works best for the goals of the dialer integration.

1. Users can continue to log Salesloft calls as usual. The dialer will use VoiceLinks to make the call, but the logger will function as it normally does, allowing the user to input sentiments, dispositions, and custom fields.

2. Users can log calls using the third-party dialer application. Salesloft will not provide a way for the user to enter information about the call. Users can manually proceed to the next step, if running a cadence, but Salesloft will not log any activity. See Reading Calls, Getting Calls, and Creating Call Activity for more information on logging calls to Salesloft through our API.

If you choose the second option, the team admin must select the option to disable the call logger in the call settings page.

If a user is utilizing the Salesloft workflow to run a Cadence and the action_id created with the call matches their current open step, the front end recognizes the completion and advances to the next step automatically.

CRM Logging​

Salesloft dialer logs calls to the customer's CRM, creating a potential call duplication if a third-party dialer also logs to the CRM. To prevent duplication, you can disable Salesloft's CRM logging on the CRM settings page, or the third-party dialer can disable logging to the CRM.