Work the Salesloft queue, not a second call list
Open the call tasks or People your rep is ready to work, then power or parallel dial from the same Salesloft session. Trellus returns the disposition, sentiment, notes, and follow-up to the right Person and cadence context.
Watch parallel dialing in Salesloft
See the Trellus calling layer operate inside the Salesloft workflow without turning the rep's work into a separate list. The recording is product proof, not a promise that every workspace permission or future Salesloft surface behaves identically.
Start where the rep's work already lives
A Salesloft task has a Person, cadence, owner, and reason it is due. A copied row does not.
Trellus reads the supported Salesloft task or Person context and carries the Person, phone options, cadence, task, and available account context into the session.
Morgan opens today's call tasks for the Mid-market re-engage cadence. One Person has a work number, a mobile number, and a mapped custom direct-dial field. Trellus works the task and returns the outcome to that same Person.
Salesloft owns the worklist. Trellus removes the dead time between calls.
Four steps, with the cadence intact
Open the work
Use the supported task or People workflow and keep the ownership, cadence, and order already set.
Confirm phone fields
Work with standard mobile, work, and home fields plus approved custom phone fields.
Choose a dialing mode
Power dial one at a time or, on an eligible plan, use up to five parallel lines.
Finish the record
Select the team's disposition and sentiment, add the summary, and schedule follow-up.
What Trellus saves to Salesloft
For a resolved Person, the call returns to the CRM context the rep was working.
Salesloft does not currently ingest third-party dialer audio through this call-data-record path. Trellus keeps the available recording or transcript as a link in the call note. The call can still carry the right Person, timing, duration, disposition, and activity context, but it is not a native Salesloft Conversations recording.
Bring the callback back to the Person
Trellus can create a Person-linked Salesloft call task with the due date and available summary.
The write requires a resolvable Salesloft Person and user. If either is missing, Trellus reports the failure instead of creating an ownerless reminder.
No personal note. No callback spreadsheet.
Salesloft and Trellus
Does Trellus work inside Salesloft?
Yes. The Trellus Chrome extension adds its calling workflow to supported Salesloft task and Person surfaces.
Can Trellus use Salesloft call tasks as a queue?
Yes. Trellus can read supported call-task context and retain the Person and cadence identifiers during the session.
What does Trellus log in Salesloft?
For supported records, Trellus can log the called number, disposition, sentiment, duration, note or summary, and task or cadence context.
Does the recording appear in Salesloft Conversations?
Not as a native Conversations recording through the current third-party path. Trellus preserves the available recording or transcript as a link in the call note.
Can Trellus create a follow-up task?
Yes. With a resolvable Person and Salesloft user, Trellus can create a call task with the due date and available summary.
How many lines can Trellus dial?
Up to five simultaneous lines on eligible plans, or one-at-a-time power dialing. See current pricing for availability.
Try Trellus on one Salesloft call-task view
Bring the cadence, dispositions, phone fields, and follow-up workflow your reps use now. We will show you exactly what stays in Salesloft.
