--- title: "CallCloud x Salesforge: Parallel Dialing for Your Sequences" description: "Connect CallCloud to Salesforge, parallel dial the leads in any sequence from a panel inside Salesforge, and send call results back as variables and tags" url: https://help.salesforge.ai/en/articles/10333667-callcloud-x-salesforge-parallel-dialing-for-your-sequences collection: "Integrations" updated: 2026-10-29 language: en --- # CallCloud x Salesforge: Parallel Dialing for Your Sequences Connect CallCloud to Salesforge, parallel dial the leads in any sequence from a panel inside Salesforge, and send call results back as variables and tags **CallCloud** is a browser-based dialer for sales teams. Its parallel dialer rings up to five prospects at once and connects you to the first person who answers. It also records calls, writes AI call notes and summaries, and lets managers monitor calls live. With the CallCloud x Salesforge integration, you can call the leads in any Salesforge sequence from a panel that docks beside Salesforge. After every call, CallCloud sends the result back to the contact in Salesforge as custom variables and tags, so you can use them in your emails and filters. **Note:** CallCloud is a separate product from Salesforge, with its own account, pricing and support. This guide covers how the two work together. For CallCloud plans, calling coverage and free trial details, see callcloud.app. ## What this integration does - Parallel dial all the leads in a Salesforge sequence, without exporting or importing lists - Open the contact in Salesforge the moment someone picks up - Write the call result, date, call count and your notes back to the contact as custom variables, and add a tag for the outcome - Pause calls automatically when someone replies, books a meeting or opts out, so nobody gets a cold call right after answering your email - Choose what happens to the contact in the sequence after a call (keep, remove, do-not-contact or move) - Keep recordings, transcripts and AI call summaries in CallCloud ## Before you start - A Salesforge account with at least one sequence - A CallCloud account. The workspace owner connects Salesforge once for the whole team. CallCloud approves each new workspace for outbound calling and emails the owner when it is ready to dial. - Google Chrome - A phone number for each contact you want to call, stored in a custom variable (see Step 4) CallCloud asks you to only call numbers you have consent or another lawful basis to contact, to honor do-not-call requests right away, and to keep your caller ID accurate. ## Step 1: Install the CallCloud Chrome extension 1. Open the CallCloud extension in the Chrome Web Store and click **Add to Chrome**. 2. Open or refresh Salesforge. A CallCloud panel appears. 3. Sign in to the panel with your CallCloud email and password, or with Google. If the Google window doesn't open, allow pop-ups for app.salesforge.ai. ![CallCloud extension in the Chrome Web Store with the Add to Chrome button](https://staticfiles.gleap.io/p677a7ec3b682e732d0e54ed0/irqpD1PuGwddiCFuNkYK3nx7zv1MrNoqjEVZwoR2csEQh0SNbREqfTehoJIRuLiwEmm8gBvIBsq.png) ## Step 2: Create a Salesforge API key 1. In Salesforge, go to **Settings** and open **API**. 2. Create a new API key and copy it. **Tip:** treat the key like a password and don't share it publicly. CallCloud shows the sequences of every workspace the key can access. If your account has many workspaces and CallCloud is slow to load them, create the key for just the workspace you dial from. Then only that workspace's sequences appear. ## Step 3: Connect Salesforge in CallCloud 1. In CallCloud, open **Settings** and go to **Integrations** (under **Connect**). Find the **Salesforge** card and click **Connect**. ![CallCloud Settings > Integrations page with the Salesforge card and Connect button](https://staticfiles.gleap.io/p677a7ec3b682e732d0e54ed0/pCyptnWnynxHANfJ8EKMv4kXHfd9C2jBo9mZm6c5PNOPmNd5lqAkc2IDdBmkEaQBe7VZQFAF3xz.png) 2. Paste your Salesforge API key into the **Salesforge API key** field and click **Save**. CallCloud checks the key with Salesforge before saving it. ![Salesforge API key field in CallCloud with the Save button](https://staticfiles.gleap.io/p677a7ec3b682e732d0e54ed0/Ya2jfSiEQpdUsCCPVGMvlXfQBW7Dd1OX9lCpR8LiBHGHyqCKezHDhZp1naXhd8LOYn6s1G9SWl5.png) The card now shows a green **Connected** status and the settings for calling rules and call outcomes (covered below). One key serves the whole team and your reps never see it. ![Connected Salesforge card in CallCloud with the stop-calling rules and call outcome settings](https://staticfiles.gleap.io/p677a7ec3b682e732d0e54ed0/nsPLyUtpOHw4xu3JlJgc7BIkn8dD9uSKk8EvgtccDfzJbuApZFF3V980A2EHevvsiy44wLmoS3n.png) ## Step 4: Add phone numbers to your contacts Salesforge contacts don't have a dedicated phone field, so CallCloud reads numbers from custom variables. - Store the number in a custom variable named **phone**. It is dialed first. Variables named mobile, cell, telephone or direct dial are also read. - Use one number per variable. If you need several, separate them with commas. - Include the country code for numbers outside the US and Canada. - Contacts without a number are skipped. You can add the phone variable when you import contacts to Salesforge, or send it from tools like Airscale or Clay. Make sure the column is mapped to a custom variable called phone. ## Step 5: Dial a sequence 1. In Salesforge, open the sequence you want to call. A **Parallel dial** button appears next to **Reporting**. On other pages, use the **CallCloud** tab on the right edge of the screen. ![Salesforge Primebox with the CallCloud tab on the right edge of the screen](https://staticfiles.gleap.io/p677a7ec3b682e732d0e54ed0/35WfYxMz6H5huhlM1ParBjTdW2Fl6nh9czfvHTN0BVRWq5AeVTu6V3ImGC5n21YKCcd8djITCwD.png) 2. The CallCloud panel docks beside Salesforge. Drag its left edge to resize it, or click **Wide**. 3. On the **Home** page of the panel, **Dial a Salesforge sequence** lists your sequences with the number of leads in each. Choose the sequence, click **Dial this sequence**, then **Start dialing**. ![CallCloud panel inside Salesforge showing the Dial a Salesforge sequence page and the list of sequences](https://staticfiles.gleap.io/p677a7ec3b682e732d0e54ed0/82yE5Cx45TuugsbHpx2TuvmNBcslyNCb2SXPosw8Pfrsz3O8eOd3WUZPwKPCmCZkbS139GVXoRt.png) What to expect: - Your sequences appear as soon as the key is connected. The leads load when you choose a sequence: CallCloud pulls everyone enrolled into a list and a campaign and takes you to the dialer. You never need to push contacts to CallCloud yourself. Unsubscribed contacts and contacts on your do-not-contact list are skipped, and so are duplicates you already have. - The campaign stays in step with the sequence. Each time you click **Start dialing**, people who joined the sequence are added and people who left, unsubscribed or were added to do-not-contact are removed. - Dialing the same sequence again reuses its CallCloud campaign, so your settings and call history are kept. - Number of lines, caller ID, calling hours and voicemail settings come from the CallCloud campaign settings. - While calls are in progress, the Salesforge contact table shows who is **Ringing**, **Picked up** or **On call**. When someone answers, their contact opens next to the call and stays open until the next connect. - During a call, the panel shows the person, buttons to **Connect**, send to **Voicemail** or **Skip**, mute, a dial pad, notes and the call outcome. Choose **keep dialing** to move straight to the next call. - Both multichannel and legacy sequences are supported. **Tip:** click **Hide** to slide the panel away without ending a call, or **Open tab** to open CallCloud full screen. Reloading the Salesforge tab ends the active call. ## Which leads show up, and where to see the rest When you open a campaign, CallCloud shows the next 10 leads in the order they came over from your sequence. It only lists people who can be called right now, so these leads are held back: - People outside calling hours in their own time zone - People you already called - People who were removed, paused or marked do-not-call To see every lead in the campaign, click **Manage list** at the top of the campaign. You can search by name, company or phone number, filter by **Queued**, **Called**, **Removed**, **Paused** or **Do-not-call**, and take people out of the campaign or put them back. ## What CallCloud sends back to Salesforge After every call, including no answers and voicemails, CallCloud updates the contact in Salesforge. It only changes the variables and tags below. Names, companies, titles and your other variables and tags are left as they are. A contact needs an email address or a LinkedIn URL in Salesforge for CallCloud to update it. - **last\_call\_result:** the outcome you chose, or the call result if there was no conversation (No answer, Voicemail, Busy, Bad number) - **last\_call\_date:** the date of the latest call - **call\_count:** how many times CallCloud has called this person - **last\_call\_notes:** your notes from the call, up to 1,000 characters. Only added when you took notes. - **Tags:** "Call: Connected" when a conversation happened, plus "Call: " for every outcome, for example "Call: Call Back" You can use these variables in your emails and tags to filter contacts, for example to follow up with everyone tagged "Call: Call Back". ## Review your calls in CallCloud Recordings, transcripts, AI summaries, every call attempt and team analytics stay in CallCloud. Open the **Calls** page in the panel (or click **Open tab** to see it full screen) to review them: - Filter calls by result with **Answered**, **Voicemail**, **AI Screener**, **No answer** or **All calls**, by period (7 days, 30 days, 90 days or all time), by rep and by campaign. You can also show only calls **With recording** and search by person, company or phone number. - After each conversation, CallCloud writes a note with an **AI summary**, suggested **next steps**, a suggested outcome, and the recording and transcript of the call. - Use **Analytics** for team results and **Live monitor** to follow calls as they happen. ![CallCloud Calls page with filters and a sample call note showing an AI summary, next steps and transcript](https://staticfiles.gleap.io/p677a7ec3b682e732d0e54ed0/pvDH5sfMwy8vhHDY0TOcKHtFkE2GYhG9X9rLvu4Fv5bSQk4iMDQ4Qn0DaTF2jCyVMqx05atH8su.png) The note in the screenshot is a sample that CallCloud shows until your first real call. ## Choose what happens in the sequence after a call The CallCloud workspace owner decides what happens to a contact in Salesforge after a connected call. Go to **Settings > Integrations > Salesforge** in CallCloud and use the section **After a connected call, in Salesforge**. For each outcome (Meeting booked, Interested, Not interested, Call back and so on) you can choose: - **Keep in sequence:** only the variables and tags are updated. The contact stays in the sequence, so its next automated step still sends. - **Remove from sequence:** the contact leaves the sequence you dialed from, so its next step doesn't send. - **Add to do-not-contact:** the contact's email is added to your workspace do-not-contact list and the contact leaves the sequence. - **Move to another sequence:** the contact joins the sequence you choose, for example a call follow-up sequence, and leaves the one you dialed from. The target sequence must be in the same Salesforge workspace. By default, **Meeting booked** and **Do not call** remove the contact from the sequence, and every other outcome (Interested, Customer, Call back, Left message, Not interested, Wrong person) keeps the contact in it. Calls with no outcome, such as no answer or voicemail, never change who is in the sequence. Changes save immediately. **Important:** CallCloud doesn't mark a contact as having replied in Salesforge. If a contact stays in the sequence after a good call, for example they showed interest, the next automated email or LinkedIn step can still go out. For outcomes where a follow-up would feel out of place, choose **Remove from sequence** or **Move to another sequence**. **Legacy sequences:** for sequences marked legacy, **Remove from sequence**, **Add to do-not-contact** and **Move to another sequence** update the contact (and the do-not-contact list) but don't take the contact out of the legacy sequence, and legacy sequences can't be used as a move target. ## Stop calling when someone replies Salesforge tells CallCloud when a contact replies, books a meeting or opts out, and CallCloud pauses that person's calls, so nobody gets a cold call an hour after answering your email. You don't need to configure anything in Salesforge. In CallCloud, the owner chooses which events pause calls under **Stop calling when someone in a sequence...**: - On by default: Replies positively, Replies negatively, Books a meeting, Replies on LinkedIn, Unsubscribes, Is added to do-not-contact - Off by default: Replies to any email (includes out-of-office) Use **Then pause their calls** to pause for 3, 7, 14 or 30 days, or until someone turns calls back on. A paused person shows the pause on their CallCloud page, where anyone on the team can lift it. The setting applies the next time a sequence is dialed. ## Troubleshooting - **"None of the people have a phone number in Salesforge":** add the numbers to a custom variable named phone on your contacts (see Step 4), then dial the sequence again. ![CallCloud message saying none of the people in the sequence have a phone number in Salesforge](https://staticfiles.gleap.io/p677a7ec3b682e732d0e54ed0/eqL66PgXdMTSqUaRfDJePdRZzBbfUP6o5sNOEQpyYyZz9HeaJ8GaTWJ6pDMZCpbU7WPTQRiNT87.png) - **Salesforge rejected the API key:** copy the key again from Salesforge > Settings > API and paste it without any extra text such as "Bearer". - **Sequences are slow to load or don't load:** this can happen when the API key can see many workspaces. Create a new key for just the workspace you dial from (see Step 2) and paste it into CallCloud again. - **A lead is missing from the campaign list:** the list only shows people who can be called right now. Open Manage list to see everyone and why someone is held back (see "Which leads show up" above). - **No Parallel dial button:** make sure the CallCloud extension is enabled in Chrome, then refresh Salesforge. On pages without the button, use the CallCloud tab on the right edge. - **The panel asks you to sign in:** sign in with your CallCloud email and password, or click Continue with Google. If nothing opens, allow pop-ups for app.salesforge.ai. - **The campaign uses each rep's own number and none is assigned:** in CallCloud, go to Settings > Phone numbers and assign a number, or set one caller ID for the campaign. - **Something looks off after an update:** Chrome updates the extension automatically. Refresh the Salesforge tab once after an update. CallCloud also has its own guide for this integration at dialer.callcloud.app/docs/salesforge. For help with calling, numbers or the CallCloud panel, contact CallCloud support at richard@callcloud.app. For anything on the Salesforge side, such as sequences, contacts, tags and variables, reach out to our support team via the chat.