Speed to Dial is an automated calling feature that instantly initiates outbound calls when a new lead or contact is added or updated in a CRM. It eliminates manual dialing, ensuring quick response times and improved lead engagement.

How Does Speed to Dial Work?

  • CRM Integration: Connects with CRM to track new or updated leads/contacts.

  • Automatic Call Trigger: Calls are auto-initiated as soon as a lead or contact is created/updated.

  • Call Assignment: Calls are routed to available agents or teams based on predefined settings.

  • Retry Mechanism: If a call is unanswered, the system can attempt a callback after a set interval.

Key Features of Speed to Dial

  • Instant Call Initiation – No delays between lead generation and first contact.

  • CRM Synchronization – Works with CRMs to trigger calls based on lead activity.

    • For Zoho CRM - Make sure to create the Webhooks in the Zoho CRM ensure the working of Speed to Dial with Zoho CRM.
      Follow the Guide to create Webhook in Zoho CRM: Click Here

    • For Salesforce - Make sure to configure the Remote site settings in Salesforce to ensure the working of Speed to
      Dial with Salesforce.
      Follow the Guide to configure the Remote site settings in Salesforce: Click Here

  • Automated Call Allocation – Assigns calls to agents or teams without manual intervention.

  • Custom Call Attempts – Retries unanswered calls based on configured intervals.

Business Use Cases of Speed-to-Dial

  • Instant Lead Response for Sales Teams – Calls inbound leads within seconds of form submission, improving conversion rates.

  • Real-Time Event & Webinar Follow-ups – Contacts attendees immediately after an event for better engagement.

  • Service Booking & Appointment Confirmations – Calls customers right after they request an appointment to secure their slot.

  • Competitive Lead Capture – Helps businesses engage leads before competitors by being the first to call.

  • Financial & Loan Application Processing – Banks and lenders use speed-to-dial to connect with applicants immediately.

How to use it?

Step 1: Login to the dashboard -> Navigate to Auto Dialer > Speed to Dial

Go to Add Campaign.


Step 2 : Give the campaign a name (must be at least 5 characters long).


Step 3: You can select the From Number: It can be Numbers, or you select the DID Group.


Step 4: Set a Welcome message. This message will play at the beginning of the call before connecting with the recipient.


Step 5: Automatic Machine Detection: The call will be disconnected if the system detects an answering machine on the other end.

Auto Voicemail Drop: If an answering machine is detected and you want to leave an automated voicemail, enable Auto Voicemail Drop. This feature automatically delivers a pre-recorded voicemail when a machine is detected on the recipient's end.


Step 6: Attempt per Contact: You can ask the system to make other attempts to the numbers after a certain time duration as shown below. 

- The number of attempts states how many times such contacts shall be reattempted.
- Set hours before attempts defines time in hours to take a pause before the next attempt for the selected calls.


Step 7: Select allocation type from Users or Teams.


Step 10: Select the CRM from which you want to import the campaign.

Step 11: Choose the trigger for which you want to create the activity. The trigger can be created for Lead OR Contact creation/updation. But only one trigger can be set for a campaign.


Step 12: Set the minimum user limit to run the campaign. If the available number of users is below this limit, the campaign will not run or will stop.


Step 13: (Optional) Add a description for the campaign, then click Save.

Step 14: You’re ready to start the campaign! Ensure that all agents have their dialers open and click the toggle button to begin. Once all the available contacts or leads have been called, the campaign will automatically be marked as inactive. When new contacts or leads are added, you’ll need to reactivate the campaign by toggling the switch again for calls to be made.


During the Campaign

Step 15: Once the session starts, agents will begin receiving calls on their dialers.


Step 16: Agents can change their availability status to take breaks and update their status when they return.


After the Campaign

Step 17: To check the status of calls made, return to the dashboard where the total number of calls made will be displayed.


Step 18: You can also download a report of the calls made during the campaign.


Functioning of triggers:

  • Contact Creation: When a new contact is created in the CRM, it will be instantly synced with the associated campaign, and the call will initiate when the campaign starts.

  • Contact Updation: Any updates made to an existing contact in the CRM will sync with the campaign, and the call will initiate when the campaign starts.

  • Lead Creation: When a new lead is created in the CRM, it will be instantly synced with the associated campaign, and the call will initiate when the campaign starts.

  • Lead Updation: Any updates made to an existing lead in the CRM will sync with the campaign, and the call will initiate when the campaign starts.

Note:

  • Only newly created contacts or leads will be synced.

  • Existing contacts or leads will not sync.

  • If contacts or leads are added via bulk import, they will be split into specific slots and updated at predetermined intervals.

  • The assigned user must be available on the dialer to initiate calls. If the user is unavailable at the time of contact or lead creation/update, the call will be initiated once the user is available.