Salesgear allows you to place calls directly from Salesforce using its built-in dialer, while keeping call logs and recordings synced.
What this enables
Call Salesforce leads without switching tools
Automatically log calls in both Salesforce and Salesgear
Keep conversation history centralized
Before you begin
Make sure:
Salesgear and Salesforce are integrated
You have a purchased or connected phone number in Salesgear
How to make a call from Salesforce
Log in to Salesforce
Go to Leads
Open the lead you want to call
Click Call (Salesgear icon) next to Add to Sequence
The Salesgear dialer opens on the right
Enter the phone number in this format:
+ {country code} {area code} {phone number}Click the green call button
Important notes
Works in Salesforce Lightning and Classic
Always include the + (plus) sign before the country code
Area code is required for landline numbers