CallCloud Integration With Salesforge

The CallCloud x Salesforge integration lets you call the leads in any Salesforge sequence from a CallCloud panel that docks right beside Salesforge. CallCloud is a browser-based dialer for sales teams. Its parallel dialer rings up to five prospects at once and connects you to the first person who answers, and it also records calls and writes AI call notes and summaries. After every call, CallCloud sends the result back to the contact in Salesforge as custom variables and tags, so you can use them in your emails and filters.

How it works & what it does

• Parallel dials all the leads in a Salesforge sequence, without exporting or importing lists.
• Opens the contact in Salesforge the moment someone picks up.
• Writes the call result, date, call count and your notes back to the contact as custom variables, and adds a tag for the outcome, such as “Call: Call Back”.
• Pauses calls automatically when someone replies, books a meeting or opts out, so nobody gets a cold call right after answering your email.
• Lets you choose what happens to the contact in the sequence after a connected call: keep in sequence, remove from sequence, add to do-not-contact, or move to another sequence.
• Keeps the CallCloud campaign in step with the sequence, adding people who joined and removing people who left, unsubscribed or were added to do-not-contact.
• Keeps recordings, transcripts and AI call summaries in CallCloud, and works with both multichannel and legacy sequences.

How to set it up

1. Install the CallCloud Chrome extension from the Chrome Web Store, then open or refresh Salesforge. Sign in to the CallCloud panel that appears with your CallCloud email and password, or with Google. You’ll need a CallCloud account and Google Chrome.
2. In Salesforge, go to Settings → API, create a new API key and copy it.
3. In CallCloud, open Settings → Integrations (under Connect), find the Salesforge card and click Connect. Paste your key into the Salesforge API key field and click Save. The card will show a green Connected status. The workspace owner connects Salesforge once for the whole team, and CallCloud emails the owner once the workspace is approved for outbound calling.
4. On the same Salesforge card in CallCloud, optionally choose what happens to a contact after a connected call, and which events (such as replies, meetings booked or unsubscribes) should pause their calls.
5. Add phone numbers to your Salesforge contacts in a custom variable named phone. Include the country code for numbers outside the US and Canada. Contacts without a number are skipped.
6. Open the sequence you want to call in Salesforge and click Parallel dial next to Reporting. In the panel, choose the sequence under Dial a Salesforge sequence, click Dial this sequence, then Start dialing.