Phoneburner Dial Session

📞 PhoneBurner Dial Session Companion
Launch PhoneBurner dial sessions directly from your CRM and follow calls in real time — no manual exports, no tab juggling, no hassle.

The PhoneBurner Dial Session Companion bridges your CRM workflow with PhoneBurner's power dialer, making it faster and easier to start dialing and stay focused on the right record during every call.

🚀 Key Features

🔹 Launch Dial Sessions from Your CRM
Two ways to start dialing:

• Select & Launch: Choose records from any CRM list view and launch instantly
• List-Based Launch (HubSpot): Pick a saved HubSpot list from a dropdown and dial up to 500 contacts or companies

✅ Automatically sends contacts to PhoneBurner
✅ Eliminates manual CSV exports and imports
✅ Works with contacts, companies, and deals

🔹 Real-Time "Follow" Widget
Stay in sync with your dialer:

• Displays the current call and live statistics
• Automatically navigates to the active CRM record being called
• Compact, modern design with expand/minimize controls
• Optional auto-collapse behavior (user configurable)

🔹 Advanced HubSpot Support (Level 3)
Full API integration with HubSpot:

• Launch from selected records (contacts, companies, or deals)
• Launch from saved HubSpot lists (up to 500 records per session)
• Launch from the HubSpot Task Queue — dial through the contacts associated with your visible tasks, and have those tasks auto-complete in HubSpot as you finish each call
• Automatically discovers all phone properties (mobile, work, custom fields)
• Set a preferred primary phone field in Settings
• OAuth authentication — secure, no scraping required

🔹 Close CRM Support (Level 3)
Full API integration with Close:

• Launch dial sessions from Close contacts and leads
• Automatic phone and email fetching via the Close API
• Call activity logging — calls are recorded as activities in Close
• Call notes sync — notes entered during calls appear in Close
• OAuth authentication — connect securely with one click

🔹 Apollo.io Support (Level 3)
Full API integration with Apollo:

• Launch dial sessions from Apollo People page — select contacts and dial
• Dial from sequence call tasks — pick a sequence, filter by due tasks, and power-dial
• Filter tasks by due today, overdue, or all open
• Auto-navigate to Apollo contact profiles during calls
• OAuth authentication — connect securely with one click

🔹 Multi-CRM Compatibility

• HubSpot — Advanced Level 3 integration (API-based)
• Close — Advanced Level 3 integration (API-based)
• Apollo.io — Advanced Level 3 integration (API-based)
• Pipedrive — Optimized Level 2 support
• Salesforce — Optimized Level 2 support
• Zoho, monday.com, and others — Generic Level 1 support

⚙️ How It Works

1. Install the extension
2. Connect your PhoneBurner account using a Personal Access Token
3. Navigate to a CRM list page or open the extension popup
4. Launch a dial session with one click (or select a list)
5. Follow calls live as PhoneBurner dials through your contacts

🔐 Security & Privacy

✅ Your PhoneBurner Personal Access Token is stored locally in your browser
✅ HubSpot, Close, and Apollo authentication uses industry-standard OAuth
✅ No data is sold or shared with third parties
✅ The extension only runs on pages you visit
✅ All communication is encrypted over HTTPS

🧾 Requirements

An active PhoneBurner account is required
👉 Get one at: https://phoneburner.biz/

🛠️ Built For Sales Teams
This extension is ideal for:

• Sales reps and account executives
• Recruiters and talent acquisition teams
• SDR/BDR teams
• Call-heavy CRM users
• Teams using HubSpot or Close with large contact lists

📌 Notes

• Some CRMs are supported via optimized scraping when APIs are unavailable
• HubSpot list-based launching requires connecting your HubSpot account via OAuth
• Close integration requires connecting your Close account via OAuth
• Apollo integration requires connecting your Apollo account via OAuth
• PhoneBurner dial sessions support up to 500 contacts
• Features may vary slightly by CRM platform

🆕 What's New in v0.6.4

✨ HubSpot Task Queue dialing: Open any HubSpot tasks page and launch a dial session for all contacts associated with the visible tasks. Tasks are automatically marked complete in HubSpot as you finish each call. Check specific task rows to dial just those, or leave none checked to dial the entire visible queue.

🔐 HubSpot users will see a one-time "Reconnect HubSpot" prompt the first time they open the Task Queue feature — this grants a new permission required for task completion. Reconnect takes about 30 seconds.