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Connect your CRM once and you can dial straight from its lists, reports, sequences and due tasks. Every call you log goes back to the record it came from, so your CRM stays current and nobody re-keys a thing. Each rep connects their own account with a single sign-in. Admins set up the mappings once, and can share them with the whole team.

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Pick your platform

Connect HubSpot

Import lists and due tasks. Calls land as call engagements and close open call tasks.

Connect Salesforce

Import reports and open call tasks. Calls land as completed Tasks and advance cadences.

Connect Outreach

Import due call tasks by sequence. Calls complete the task and move the sequence on.

Send calls to Gong

Upload real conversations for transcripts and scoring, and work Gong Engage call tasks.

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How it works

Every CRM and sales engagement integration runs the same loop: import, dial, log back.
1

Import who to call

Pick a list, report or sequence, or import everything due to you today as a call task. Salesfinity copies those people into a contact list. It keeps the link to each original record and fills fields from your field mapping.
2

Dial them

Dial the list with the parallel dialer. Boss Mode, enrichment, dispositions, notes and recordings work the same whether a contact came from a CSV or a CRM.
3

Log the call back

When you log a call, Salesfinity writes it to the platform the contact came from. That is a call engagement in HubSpot, a completed Task in Salesforce, or a call in Outreach. Open call tasks on that record are closed for you.
You do not have to wait for any of this. Logging is instant, and the CRM write happens in the background. See how a call gets back to your CRM for the full path.

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Supported platforms

Platforms with their own guide on this site are in bold. CRMs and sales engagement platforms take part in the import, dial, log-back loop. Data providers and communication tools do not import contacts or log calls. They power list building, enrichment, notifications and email.

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Connect a platform

1

Open Integrations

Go to Settings › Connections › Integrations. Each platform has a card with a Connect button. Filter by category or search by name.
2

Sign in and approve

HubSpot, Salesforce, Outreach and Gong use a sign-in screen from the platform itself. You approve the permissions Salesfinity asks for, and each platform guide lists them. A few other platforms ask you to paste an API key into the card instead.
3

Set up the integration

After you connect, the integration opens its settings. You will usually see these:
  • Call task source: the user in the platform whose call tasks you import when you pick “all tasks” instead of a named list.
  • Disposition mapping: which outcome in the platform each Salesfinity disposition becomes. Salesfinity can suggest a full mapping for you to adjust.
  • Contact field mapping: which platform field fills each Salesfinity field, such as name, title, company, phone and email.
  • Custom fields: extra fields to bring onto the contact, and for some platforms onto the account or deal.
4

Import a small list and check it

In the dialer, choose the platform as the list source, pick a list and import. Open a few contacts before you dial. The first import is the real test of your field mapping.
A connection belongs to one Salesfinity user, and calls are logged as that user. That is why each rep connects their own account. Gong and a few other team-level platforms are the exceptions. They are connected once for the whole team.

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Sharing an integration with the team

Admins and the team owner can turn on Share with team on an integration they connected. A team can share one integration per platform. What members get depends on the platform.
Only the owner of the shared integration. Members see the mappings read-only, with a notice that names who manages them.
A rep who connected their own account keeps using it for calls and only inherits the mappings. A rep who never connected HubSpot, Apollo or Amplemarket imports and logs calls through the owner’s connection.
While HubSpot, Apollo or Amplemarket is shared, the admin sets each member’s call task source under Call task source per member. A member with no call task source cannot import their due tasks until they get one.
Not yet. Every rep connects their own Salesforce account. Team-level platforms such as Gong, Attio, Lemlist, Smartlead and data providers are connected once for the whole team by design.
Only its owner. Members who use the shared connection cannot disconnect it.

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Next steps

Connect HubSpot

Admin checklist, permissions and what lands on each contact.

Connect Salesforce

Nothing to install in your org. Each rep signs in as themselves.

How a call gets back to your CRM

What is written where, sync states and automatic retries.

Fix integration problems

Reconnect prompts, missing permissions, empty imports and failed syncs.