SolarDialer CRM app

Watch it work

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9 minutes on one account: the app installed from your CRM's App Marketplace, SolarDialer opening already signed in, the transfer phone, pipeline stage and tag rule, the Call with SolarDialer workflow action, then a new lead called within seconds, put through live, and the call back on the contact. Made-up people in a test account; the voice is an AI voice. Watch it on YouTube.

Before you start

• A CRM business account, or the company account that manages your client accounts, where you can install apps from the App Marketplace.
• Contacts with a first name and a phone number. A US contact also needs a state, or a ZIP code or area code SolarDialer can tell it from.
• A phone your interested leads are put through to (US or Canadian). Without one, the agent books a callback with you instead.
• No SolarDialer account needed: installing makes one for each business account.

Step by step

1. Install the appOn solardialer.net/crm-app click Install the app. Pick your business account (a company managing client accounts can pick several), review the permissions and allow. A page saying SolarDialer is installed confirms which business accounts were set up.
2. Open SolarDialer from the left menuIn the business account click SolarDialer in the left menu. It shows SolarDialer for your business and how many campaigns are running. Click Open SolarDialer: it opens in a new tab, already signed in, with no second password.
3. Check your agent's scriptBefore the first call SolarDialer shows what your agent will say. Change anything you like, then press Looks good, start calling.
4. Add your transfer lineOpen Account → Overview → Your transfer line, enter the phone interested leads are put through to and click Save transfer line.
5. Choose where interested leads goOpen Account → Integrations. Under Your CRM, pick a pipeline stage in Interested leads go to, and optionally another stage of the same pipeline in Transferred leads go to. Click Save.
6. Send contacts with a workflowIn your CRM, add the action Call with SolarDialer to a workflow. Pick the Campaign, choose When to call, and optionally write a Note for the lead. Each contact the workflow reaches joins that campaign.
7. Or send contacts by tagOn Account → Integrations, under Contacts to call, type a Tag (for example call me), pick a Campaign and click Add tag rule. A contact given that tag, or created with it, joins the campaign once.
8. Start the campaignOpen Campaigns in SolarDialer. Campaigns start Paused: press Resume to start calling. Results come back to each contact as the calls happen.
9. Test itAdd your own number as a contact, send it with the workflow or the tag, and answer the call during calling hours. Afterwards the contact has a note, the SD fields and tags.

Sample workflows

Build these in your CRM's workflow builder, or use them as a starting point.

New lead: call right away

Create a workflow and start from scratch. Trigger: Contact created (or Form submitted, for leads from a form). Action: Call with SolarDialer, pick the Campaign, set When to call to Right away (within calling hours), and optionally a Note for the lead. Save and publish. Each new contact is called within a minute when it's within their calling hours, and on the campaign's schedule otherwise.

Old leads: work a list by tag

Trigger: Contact tag, filter Tag added, for example reactivate. Action: Call with SolarDialer, pick the Campaign, When to call: When the campaign calls. Tag the contacts you want called, in bulk from your contact list; the campaign calls them on its hours and pacing. A tag rule on SolarDialer's Integrations page does the same without a workflow.

Interested lead: tell me now

Trigger: Contact tag, filter Tag added: SD Interested (SolarDialer adds it when a lead says yes). Action: Send internal notification (or SMS) to yourself, with the contact's name and phone in the message. Use SD Transferred the same way for leads put through to you, or SD Callback to remind you of a booked callback.

Not interested: stop other follow-ups

Trigger: Contact tag, filter Tag added: SD Do not call. Actions: remove the contact from your other workflows and campaigns. SolarDialer already turns on do-not-disturb for calls on that contact.

Settings, explained

Campaign (workflow action)

The campaign the contact joins: your SolarDialer campaigns that haven't finished.

When to call: When the campaign calls (its hours and pacing)

The contact joins the campaign and is called on its schedule while it runs.

When to call: Right away (still only within calling hours)

SolarDialer calls the contact at once if it's within their calling hours; otherwise the campaign calls them later.

Note for the lead (optional)

Saved in the lead's notes in SolarDialer, up to 500 characters.

Tag rules

Up to 20, each a tag and a campaign. Tags match whatever their capitals. A contact already added by a rule isn't added again; Remove deletes a rule.

Interested leads go to

The pipeline stage the contact's opportunity is put in when a lead says yes. No pipeline: no opportunity is made.

Transferred leads go to (optional, same pipeline)

A different stage for leads whose transfer connected. The same stage: they go where interested leads go.

Your transfer line

On Account → Overview: the phone interested leads are put through to. Every campaign uses it unless the campaign has its own. Blank: the agent books a callback with you instead.

Pause on a failed transfer

On Account → Overview: when on, a transfer nobody answers pauses its campaign until you press Resume.

Triggers and actions

Actions: what your automation can have SolarDialer do.

Call with SolarDialer

A workflow action: adds the contact to the campaign you pick, to be called on the campaign's schedule or right away. Its run answers added, or skipped with the reason (for example the contact is on do not disturb).

What it reads and writes

Read from the contact

First and last name, phone, email, address, city, state, ZIP, country and do-not-disturb, when a workflow action or tag rule sends it.

A note on the contact

For each call that reached a person: the outcome, the AI summary, the lead's answers, the transcript and a link to the recording.

Custom fields

SD Outcome, SD Last call, SD Campaign and SD Recording (a link that plays with no login), made in your CRM the first time they're needed, for your own workflows and lists.

Tags

SD Transferred on a transfer, SD Interested when a lead says yes, SD Callback when a callback is booked, and SD Do not call when someone asks not to be called. Start your own workflows from these tags.

Opportunities and tasks

An interested or transferred lead's opportunity, named after the lead, at the stage you chose. A callback adds a task, Callback (SolarDialer), due when the callback is.

Do not disturb

Someone who asks not to be called is put on do-not-disturb in your CRM. A contact on do-not-disturb for calls is never added, and turning it on later closes their lead in SolarDialer.

Which contacts are made

Results go to every lead in the account, including ones uploaded on solardialer.net. A contact is created only for a call that reached a person, an interested lead or a callback; an unanswered call only updates a contact that's already there.

Troubleshooting

FAQ

Disconnect

• Uninstall SolarDialer from your App Marketplace (Installed Apps → SolarDialer → Uninstall). Your running campaigns are paused at once.
• Your leads and calls stay in SolarDialer, and results stop going to your CRM.
• To stop only one way in, remove the Call with SolarDialer action from your workflows, or Remove a tag rule on Account → Integrations.