Salesforce
Hubspot
slack
Shopify
Google Workspace
Microsoft Teams
Twilio
zapierStart calls from a contact list or supported API workflow. Pair each campaign with the right agent, calling window and follow-up plan.
Talk to salesStart outreach from a contact list. Run a coordinated calling task. Choose the agent and review list accuracy, contact eligibility, and campaign settings.
For reminders, qualification and surveys.
Initiate supported calls from another system. Link outreach to an existing process. Send the destination and task context with authenticated server-side requests.
For application-driven follow-up.
Plan timing around dial windows and time zones. Make outreach better aligned with the audience. Review contact preferences and applicable calling requirements before enabling outreach.
For contacts in different locations.
Confirm attendance, share approved preparation details, and capture rescheduling requests before the visit.
Ask your qualifying questions, record the answers, and route interested contacts to the right team.
Ask a short set of approved questions, capture structured feedback, and flag responses that need follow-up.
Choose a clear purpose and prepare contacts that are appropriate for that outreach.
Outbound & campaigns / ConfigurationPREVIEWSelect the calling experience and review time zones, dial windows and handling rules.
Inspect contact outcomes and decide the appropriate next step without duplicating completed work.
Outbound & campaigns / ReviewPREVIEWDefine the audience, purpose, approved script, calling windows, and stop conditions. Have your team review the permissions and contact preferences required for the audience and locations involved.
Agree on attempt limits, spacing between attempts, and whether voicemail is appropriate. Separate these outcomes from completed conversations so repeated attempts are not reported as successful contacts.
Define how the request is captured and applied to future outreach. Confirm that the campaign and the connected contact system respect the stop condition, and test it before launch.
Review the CRM fields and actions your integration supports. Map outcomes such as confirmed, reschedule requested, unreachable, and follow-up needed to clear statuses, then test failed updates.
Track meaningful outcomes, contact rate, repeat attempts, opt-outs, and staff follow-up effort. Compare results against the campaign objective rather than treating every answered call as a conversion.
