Starting your first dial session with PhoneBurner through Outreach

📋 Video Summary:

This detailed training video explains how to use the PhoneBurner integration with Outreach, allowing users to launch dial sessions, sync activity with Salesforce, and manage calls efficiently using customized disposition sets, one-click voicemails, and Salesforce visibility.

Key Steps Covered:

1. Access the PhoneBurner App in Outreach:

   • Click the PhoneBurner icon in Outreach.

   • If it's your first time, you may be prompted to log in and grant permissions.

   • The app shows sequences with call tasks due, filtering out steps with no call tasks.

2. Understanding Contact Types:

   • The integration works only with Contacts and Leads synced from Salesforce.

   • Dial sessions must distinguish between Contacts and Leads for Salesforce record accuracy.

3. Launch a Dial Session:

   • Click “Start Dialing” next to a step with calls due.

   • You’ll be prompted to log into Salesforce.

   • Choose either a preset configuration (e.g., specific to a campaign step) or use manual settings.

4. Manual Settings Options:

   • Select:

     • A phone script (optional)

     • A dialing set (e.g., Outreach training set)

     • A live answer set

     • A voicemail message

     • Caller ID

     • Dialer mode (pause & preview or power dialing)

5. Begin Calling:

   • Once connected (via browser headset or phone), click Start Dialing.

   • Leave voicemails with one click or leave live ones.

   • Select dispositions (e.g., voicemail, no answer, live answer).

6. Live Call Workflow:

   • After clicking Live Answer, have the conversation, then click End Call.

   • The system displays your live answer set for accurate follow-up actions.

   • You can take as much time as needed to review or update contact info before moving on.

7. Salesforce Record Visibility & Notes:

   • The Salesforce iframe shows the live contact or lead record.

   • Updates saved here reflect directly in Salesforce.

   • Activity history includes Outreach + Salesforce data.

   • Use either:

     • A custom large-text field on the contact/lead for notes.

     • Or create a Salesforce Note object directly.

8. Disposition Automation:

   • Dispositions can:

     • Move records to folders

     • Trigger follow-ups

     • Send emails (automatically)

     • Add notes or tags

9. Troubleshooting the Salesforce iFrame:

   • Make sure:

     • The PhoneBurner app is installed in Salesforce.

     • PhoneBurner is added as a trusted domain in Salesforce security settings.

This integration offers full visibility into record history, enhanced efficiency for high-volume calling, and seamless syncing between Outreach, Salesforce, and PhoneBurner—making it easier for sales teams to connect and convert.

🏷️ Tags:
PhoneBurner integration, Outreach integration, Salesforce CRM, outbound calling, disposition automation, voicemail drops, sales sequences, dialer sync, lead management, sales enablement

🧹 Cleaned-Up Transcript:

[Music]

Hello there, and thanks for taking a moment to watch this video. In this training, we’re continuing our walkthrough of the PhoneBurner integration with Outreach.

✅ Step 1: Access the PhoneBurner App in Outreach

Once installed:

• Click the PhoneBurner icon on the left-hand menu in Outreach.

• If this is your first time, you may be asked to log in and grant permissions.

• After login, you'll see a list of Outreach sequences with call tasks due.

We only show call steps that are currently active—non-call steps are ignored.

💡 You’ll also see designations like “Contacts” or “Leads” depending on what’s synced from Salesforce.
PhoneBurner supports only Contacts and Leads from Salesforce for syncing.

📞 Step 2: Launching a Dial Session

When you're ready to start calling:

• Click Start Dialing next to a step.

• Sign into Salesforce when prompted.

• Choose a dialer preset (preconfigured settings per sequence step), or go with manual settings.

⚙️ Step 3: Manual Dialer Configuration

Options available:

• Phone script (optional)

• Dialing set (e.g., Outreach training)

• Live answer set

• One-click voicemail 

• Caller ID

• Dialer mode: Pause & Preview (slower) or Power Dialing (faster)

Click Continue, then select how to connect to the system:

• Use your browser/headset or dial in with a phone.

📲 Step 4: Making Calls

When dialing starts:

• PhoneBurner displays the contact or lead from Salesforce.

• If the call goes to voicemail, you can leave a pre-recorded message with one click.

• If no one answers, just click No Answer.

• If someone answers live, click Live Answer, have your conversation, then End Call.

You’ll then be presented with your Live Answer disposition set to take appropriate action (e.g., set meeting, follow-up).

📝 Step 5: Notes and Salesforce Sync

In the dial session window, you’ll see an iframe of the Salesforce record.

• Any changes you make are saved directly to Salesforce.

• View activity from both Salesforce and Outreach.

• Use:

  • A custom large-text field to log call notes

  • Or create a Salesforce Note object via the “Create Note” button

All note data is visible in future dial sessions.

🔁 Step 6: Use Dispositions to Automate Follow-up

Dispositions can be configured to:

• Move contacts to folders

• Trigger emails, add follow-up dates, or tags

• Send notes or trigger webhooks

Example: Clicking “Answered – Meeting Set” may send an email and move the contact to your “Appointments” folder.

⚠️ Troubleshooting

If the Salesforce iframe doesn’t appear:

• Ensure the PhoneBurner app is installed in Salesforce.

• Add PhoneBurner.com as a trusted domain in Salesforce security settings.

And that’s it! You now have a complete system for power dialing through Outreach, syncing with Salesforce, and managing everything through PhoneBurner—all in one seamless experience.

Thanks again for watching—and as always, happy dialing!

[Music]