Click to Dial in Salesforce
Click-to-dial from any phone number in Salesforce lets agents initiate calls instantly without manual entry.
Dial Instantly from Salesforce
With Unaric Voice, every phone number in Salesforce becomes a one-click launch point for a call.
Whether on a lead, contact, account, or activity record, agents can simply click the green phone icon next to a number to initiate a call directly from the Unaric Voice SoftPhone. There’s no copy-pasting, no switching devices - just fast, frictionless dialing embedded in your CRM.
Works Where You Work
Click-to-dial works throughout Salesforce, including Lightning Experience, Service Cloud Console, and Service Cloud Voice.
Agents can initiate calls from record detail pages, campaign member lists, or any area where supported phone fields appear. Once clicked, the number is passed to the softphone automatically and the call begins - streamlining outreach and improving speed to connect.
Prevents Duplicate Dials
To reduce accidental clicks, Unaric Voice includes a short cooldown: once a number is clicked, it can’t be clicked again for five seconds.
This prevents duplicate dialing and helps ensure agents stay in control of their call flow. Fax numbers are automatically excluded from click-to-dial, keeping the experience focused and efficient.
