Call anyone from a link

A Dial Link is a Salesfinity link with a person’s number in it. Click it, and the dialer opens with that person ready to call. Add auto_dial=1, and the call starts by itself after a 3-second countdown. You don’t set anything up first. A Dial Link is just a URL, so your CRM can build one from record fields, a spreadsheet can build one with a formula, and you can type one by hand.

https://web.salesfinity.co/dashboard/dialer?phone_number=%2B14155550142&first_name=Jane&auto_dial=1

Dial links are for people on your Salesfinity team. The rep who clicks one must have a Salesfinity account, and the call is placed from their dialer. A dial link does not let anyone outside your team place calls.

Parameters

phone_number is the only required parameter. A URL with phone_number opens the dialer, and a URL without one is an ordinary page load.

Parameter	Required	Max length	What it does
`phone_number`	Yes	50	The number to call. Use international format with the country code, such as `+14155550142`.
`first_name`	No	100	Shown on the call card. It also guards a phone-only contact match. See Matching your contacts.
`last_name`	No	100	Shown on the call card.
`title`	No	150	Job title, shown on the call card.
`company`	No	200	Company name, shown on the call card.
`email`	No	320	Used to find the person among your team’s contacts.
`linkedin`	No	300	A full LinkedIn profile URL or just the username. Used to find the person among your team’s contacts.
`notes`	No	2,000	Free text shown with the contact.
`auto_dial`	No		`1` or `true` starts the call after a 3-second countdown. Any other value, or leaving it out, only fills in the dialer.
`dial_source`	No	60	A label for where the link was placed, such as `hubspot` or `sheets`. Used only for attribution.

Lengths are counted after URL decoding. A value over its limit means Salesfinity cannot process the link; see What happens when a rep clicks.

Encode every value

Query-string values must be URL-encoded. Most mistakes come from three characters:

Character	Encode as	Why
`+`	`%2B`	An unencoded `+` becomes a space and the number loses its `+`.
`@`	`%40`	Needed in email addresses.
Space	`%20`	Needed in names, titles, and notes.

Most CRMs and spreadsheets have an encoding function. The examples below use it.

Phone number formats

Salesfinity cleans up the number when the link is clicked, so formats like (415) 555-0142 or 415.555.0142 work. Without a +, the digits are read like this:

Digits after cleanup	Read as
Start with `0`	A UK number in national format
11 or more digits	A number that already includes its country code, such as `14155550142`
10 or fewer digits	A US number

A number that lost its + to a missing %2B is usually rescued by the 11-digit rule, but a short international number is then read as a US number. Include the + and country code, encoded as %2B. If Salesfinity cannot recognize the number, the dialer still opens with it exactly as written, so the rep can check it and fix it before calling.

What happens when a rep clicks

The rep signs in if they need to

If the rep is signed out, Salesfinity sends them to the login page and then back to the dialer with the link intact. They don’t need to click the link again.

Salesfinity looks for the person

Salesfinity checks your team’s contacts for a match. See Matching your contacts.

The dialer opens

The number and the person’s details are filled in. With auto_dial=1, a 3-second countdown starts on a Calling in 3… button. The rep can click Cancel to stop the call, or click the countdown button to call right away. Without auto_dial, the rep clicks Call when ready.

The link is used once

Salesfinity removes the link details from the address bar after using them. Refreshing the page or clicking Back after the call does not dial the person again.

If the rep is already on a call, nothing is lost. The link waits and opens the dialer once the current call ends. If Salesfinity cannot process a link, for example because a value is over its length limit, the dialer still opens with the number filled in but never dials automatically, even if the link includes auto_dial=1. The rep checks the number and clicks Call.

Matching your contacts

When the person is already one of your team’s contacts, the dialer opens on that contact, including their call history and details. Salesfinity looks for a match in this order:

Email or LinkedIn. A match on either one is used.
Phone number. A contact found by phone number alone is rejected when the link’s first_name and the contact’s first name are both present and differ. Colleagues often share a main line, and mobile numbers get reassigned, so a different first name means a different person. When either side has no first name, the phone match is used.

If there is no match, the call card shows the name, title, and company from the link, and there’s no call history to show.

Include email whenever you have it. It is the most reliable way to connect the call to the right contact.

Examples

A complete link

https://web.salesfinity.co/dashboard/dialer?phone_number=%2B14155550142&first_name=Jane&last_name=Doe&title=VP%20Sales&company=Acme&email=jane.doe%40acme.com&linkedin=janedoe&notes=Asked%20for%20a%20call%20after%20Q3&auto_dial=1&dial_source=manual

Fill in the dialer only

Leave out auto_dial when the rep should review the details before calling.

https://web.salesfinity.co/dashboard/dialer?phone_number=%2B14155550142&first_name=Jane

Google Sheets

With the phone number in column A, first name in column B, and company in column C:

=HYPERLINK("https://web.salesfinity.co/dashboard/dialer?phone_number="&ENCODEURL(A2)&"&first_name="&ENCODEURL(B2)&"&company="&ENCODEURL(C2)&"&auto_dial=1&dial_source=sheets", "Call")

Fill the formula down the column to get a Call link on every row.

Salesforce

Create a formula field of type Text on Contact, and it shows a Call in Salesfinity link on every record:

HYPERLINK(
  "https://web.salesfinity.co/dashboard/dialer?phone_number=" & URLENCODE(Phone) &
  "&first_name=" & URLENCODE(FirstName) &
  "&last_name=" & URLENCODE(LastName) &
  "&title=" & URLENCODE(Title) &
  "&company=" & URLENCODE(Account.Name) &
  "&email=" & URLENCODE(Email) &
  "&auto_dial=1&dial_source=salesforce",
  "Call in Salesfinity",
  "_blank"
)

HubSpot

Anywhere HubSpot supports personalization tokens, build the link from contact properties:

https://web.salesfinity.co/dashboard/dialer?phone_number={{ contact.phone|urlencode }}&first_name={{ contact.firstname|urlencode }}&last_name={{ contact.lastname|urlencode }}&company={{ contact.company|urlencode }}&email={{ contact.email|urlencode }}&auto_dial=1&dial_source=hubspot

Test a template on one record before rolling it out. If a phone number arrives without its +, the value wasn’t encoded. See Encode every value.

Troubleshooting

The dialer opened, but on the wrong country's number

The number had no country code, so Salesfinity treated it as a US number. Store numbers with their + and country code, and make sure the + is encoded as %2B.

The link opened a normal page instead of the dialer

The URL has no phone_number, or the value is empty. Check that the record has a phone number and that the parameter is spelled phone_number.

The call did not start on its own

Check that the link includes auto_dial=1 or auto_dial=true. Salesfinity also skips the automatic call when it couldn’t process the link, so the rep can check the number first.

The call card has no history for someone we already have

Salesfinity didn’t find a match. Add email to the link, or make sure first_name matches the contact’s first name when you only have a phone number.

The call card opened on the wrong person

A phone-only link matched a different contact on your team who shares the number, such as a main line. Add email or linkedin to the link, or include first_name so a contact with a different first name is not used.

Next steps

Run a parallel session

For a whole list, ring several people at once instead.

Call from any web page

The Chrome extension dials any number you see, with no link to build.

Connect your CRM

Bring your contacts in, so a Dial Link opens on the person you already have.

Choose the numbers you call from

Pick the caller ID your link calls go out from.

Get started

Reach more people

Find numbers and emails

Salesfinity Anywhere

After the call

Parameters

Encode every value

Phone number formats

What happens when a rep clicks

Matching your contacts

Examples

A complete link

Fill in the dialer only

Google Sheets

Salesforce

HubSpot

Troubleshooting

Next steps

Run a parallel session

Call from any web page

Connect your CRM

Choose the numbers you call from

​Parameters

​Encode every value

​Phone number formats

​What happens when a rep clicks

​Matching your contacts

​Examples

​A complete link

​Fill in the dialer only

​Google Sheets

​Salesforce

​HubSpot

​Troubleshooting

​Next steps

Run a parallel session

Call from any web page

Connect your CRM

Choose the numbers you call from

Parameters

Encode every value

Phone number formats

What happens when a rep clicks

Matching your contacts

Examples

A complete link

Fill in the dialer only

Google Sheets

Salesforce

HubSpot

Troubleshooting

Next steps