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Guide to Syncing Your Dialer with Chorus

Marielle Woods
  • Updated

Guide to Syncing Your Dialer with Chorus

We've looked at 250,000 calls from our customers and examined the disposition that was manually selected and found it was accurate only 60% of the time. Our AI will listen to the call and decide the disposition accurately over 95% of the time. If you’d like better dialer data, we recommend integrating your dialer with Chorus. 

Chorus integrates with a number of dialer systems so you can leverage all of Chorus's functionality (automatic transcription, theme detection, commenting, and more!) for your team's cold calls. This sync will allow Chorus to import your team's conversations through each respective dialer. Once the integration is complete, Chorus will upload and analyze calls on an hourly basis. 

Click on your dialer name below to jump to an overview of integrating Chorus with your dialer. 

Most popular:

Other Popular Dialers:

Prerequisites

  • Integration with all dialers except the following require that your organization uses Salesforce:
    • Shoretel Sky / Mitel
    • Hubspot Dialer
  • For all other dialers, ensure Salesforce has already been connected to Chorus.
  • Once connected, Chorus will import your dialer calls from the Call Recording URL located on the call Task:
    image__6_.png

If you encounter issues, please contact support@chorus.ai 

Once you’re done syncing your Dialer, proceed to the next steps to set up Chorus:

    1. Install the Native Zoom Package for a better video conference and recording experience (if applicable)
    2. Provision Chorus for Okta (if applicable)
    3. Set your organization settings (required)*
    4. Invite your users and assign to teams (required)*
    5. Send new users instructions to log in (recommended)
    6. Customize Chorus for your organization with trackers, coaching initiatives, saved views / dashboards, and playlists

 Additional Resources

________________________________________________________

Outreach.io

  1. Set up Outreach to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select Outreach
  4. Select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

SalesLoft

  1. Set up SalesLoft to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select SalesLoft
  4. Select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click Sync Dialer - Done!

8x8

  1. Set up 8x8 to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select 8x8
  4. Input your 8x8 Username and Password and select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

Aircall

  1. Set up Aircall to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select Aircall
  4. Input your Aircall API Key and Auth Secret Key (not sure? Ask your Aircall rep) and select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

AmazonConnect

  1. Set up Amazon to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select AmazonConnect
  4. Input your AmazonConnect Auth Key and Auth Secret Key (not sure? Ask your AmazonConnect rep) and select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

 

Apollo.io

  1. Set up Apollo to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select Apollo
    Image_2021-05-18_at_2.27.59_PM.png
  4. Select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
    Image_2021-05-18_at_2.29.29_PM.png
  5. Click “Sync Dialer” - all set!

ConnectAndSell

  1. Set up ConnectAndSell to Record Calls
  2. Go to your Initials in lower left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin accessScreen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select ConnectAndSell
  4. Select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set! 

ConnectLeader

  1. Set up ConnectLeader to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select ConnectLeader
  4. Select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

DialSource

  1. Set up DialSource to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select DialSource
  4. Select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

Five9

  1. Set up Five9 to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select Five9
  4. Input your Five9 Auth Key, Auth Secret Key, and S3 Bucket Link (not sure? Ask your Five9 rep) and select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set! 

Genesys

  1. Set up Genesys to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select Genesys
  4. Input your Genesys log in credentials and select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

Groove

  1. Set up Groove to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select Groove
  4. Select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

 

Hubspot Dialer

Note: Hubspot Dialer is the dialer built into the Hubspot CRM, and does not include any additional dialers that are used in conjunction with Hubspot. 

  1. Set up Hubspot Dialer to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select Hubspot Dialer
    mceclip0.png
  4. Leave the "Call Disposition" field blank.
    Image_2020-04-27_at_11.10.28_AM.png
  5. Click “Sync Dialer” - all set!

InsideSales.com (XANT)

  1. Set up InsideSales (XANT) to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select InsideSales
  4. Input your InsideSales Auth Key, Auth Secret Key, and S3 Bucket Link (not sure? Ask your InsideSales rep) and select the Salesforce API field name your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

InsideSales Playbook (XANT Playbook)

  1. Set up InsideSales Playbook to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select InsideSales Playbook
  4. Input your InsideSales Playbook API Key (not sure? Ask your InsideSales Playbook rep) and select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

NewVoiceMedia

  1. Set up NewVoiceMedia to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select NewVoiceMedia
  4. Input your NewVoiceMedia Username, Password, and Region and select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

RingCentral

  1. Set up RingCentral to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select RingCentral
  4. Select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

Shoretel

  1. Set up Shoretel to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select Shoretel
  4. Input your Shoretel Username and Password and select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

Talkdesk

  1. Set up Talkdesk to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select Talkdesk
  4. Input your Talkdesk Username and Password and select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

Truly

  1. Set up Truly to Record Calls
  2. Go to your Initials in lower-left corner > Settings -> Integrations > Scroll down to Dialer Integrations > Add a New Dialer [Note: Requires Chorus Admin access]
    Screen_Recording_2020-07-14_at_12.50.37_PM.gif
  3. Select Truly
  4. Input your Truly Auth ID and Auth Secret Key (not sure? Ask your Truly rep) and select the Salesforce API field name your organization uses for your call outcome (e.g. Call_Recording__c)
  5. Click “Sync Dialer” - all set!

 

If you run into any issues following the above steps, please contact support@chorus.ai, we'd be happy to help!

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