Dial Links

A dial link is a normal Salesfinity URL with a person in its query string. When a rep clicks it, the dialer opens with that person’s number and details already filled in. Add auto_dial=1 and the call starts on its own after a short countdown. Nothing has to be created ahead of time. 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 write 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	What it does
`phone_number`	Yes	The number to call. Use international format with the country code, such as `+14155550142`.
`first_name`	No	Shown on the call card. It also confirms a phone-only contact match. See Matching your contacts.
`last_name`	No	Shown on the call card.
`title`	No	Job title, shown on the call card.
`company`	No	Company name, shown on the call card.
`email`	No	Used to find the person among your team’s contacts.
`linkedin`	No	A full LinkedIn profile URL or just the username. Used to find the person among your team’s contacts.
`notes`	No	Free text shown with the contact, up to 2,000 characters.
`auto_dial`	No	`1` or `true` starts the call after a 3-second countdown. Leave it out to only fill in the dialer.
`dial_source`	No	A label for where the link was placed, such as `hubspot` or `sheets`. Used only for attribution.

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, so `+14155550142` loses its country code.
`@`	`%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. A number without a country code is treated as a US number, and one that starts with 0 is treated as a UK number. For anything else, include the + and country code. 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, 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 match on the phone number alone is used only when first_name also matches. Colleagues often share a main line, and mobile numbers get reassigned, so a matching number isn’t enough on its own to say who is on the call.

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.

Get Started

Integrations

Dialer

Enrichment

AI Companion

Ari

AI Sequencer

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

​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

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