Madelyn WalshJun 2, 2026
Getting Started with Salesfinity Integrations 📞
4views
Getting Started with Salesfinity Integrations 📞
Madelyn Walsh
Learn how to integrate your tech stack with Salesfinity to start making dials. This guide covers connecting platforms like HubSpot and Salesforce, setting up dispositions, and understanding the parent-child relationship between your CRM and Salesfinity.
Getting Started with Salesfinity Integrations 📞
Madelyn Walsh
Learn how to integrate your tech stack with Salesfinity to start making dials. This guide covers connecting platforms like HubSpot and Salesforce, setting up dispositions, and understanding the parent-child relationship between your CRM and Salesfinity.
Chapters
00:00
Introduction
Introduction to getting set up to make dials within Salesfinity.
00:05
Integrating Tech Stack
00:15
Importing Contacts
00:30
Configuring Dispositions
00:53
System Relationships
01:16
Phone Number Setup
Transcript
00:00
Let's go ahead and get you set up to make dials within salesfinity.
00:03
First things first, we need to integrate your tech stack.
00:05
If you're looking to use a CSV, go ahead and check out the article on how to do that.
00:09
If you want to integrate a tech stack like HubSpot, Salesforce, Salesloft, this is where you're going to do that.
00:15
Once you go ahead and get logged in, you're going to click Import Contacts on the home screen.
00:19
Here you'll be able to see a variety of different integrations you can get set up with.
00:23
If you can't get connected, you may have to have a super Admin unlock access for you.
00:29
Once you are connected, you will have to connect with your call task source and select your name.
00:34
You'll then select Fill Dispositions with AI.
00:37
It's really important that you select Save after setting up the integrations and dispositions.
00:43
Otherwise it won't properly be set up.
00:46
Here you'll be able to see a variety of different call tasks or lists for you to work off of.
00:51
Something to make note of is the relationship between salesfinity and your integrated tech stack of choice.
00:56
This is a parent child relationship.
00:58
In this case, think of the parent as your tech stack of choice.
01:01
Think Salesloft, Salesforce, HubSpot, you name it.
01:05
And the child is going to be salesfinity.
01:07
If it doesn't happen within that native integration, it's not going to happen within salesfinity.
01:12
of.
01:13
All right, now that we're integrated, let's go ahead and get phone numbers set up.
Comments
Comments
No comments yet