2:24
2-min Trellus Walkthrough
Get an introduction to the Trellus parallel dialer, real-time coaching, and AI practice bots.
Watch guide
The Trellus video library
A little guidance.
A little guidance.
A better call block.
Find your platform. Learn a workflow. Watch the people who build Trellus walk you through it.
49 video guidesProduct + CRM walkthroughsWatch at your own pace
Start here
2:24 The Trellus overview
Learn your way
Find your next walkthrough.
From your first setup to the details of your daily workflow.
2:24
7:05
Trellus/Outreach Integration
Watch the detailed Trellus and Outreach integration walkthrough.
Watch guide
7:08
Trellus/Close Integration
Watch the detailed Trellus and Close integration walkthrough.
Watch guide
8:08
Detailed Trellus/Google Sheets Integration
Follow the Trellus Google Sheets integration, from connecting your spreadsheet and mapping columns to dialer settings and filters.
Watch guide
5:28
Trellus Salesforce Integration
See how Trellus dialing works with Salesforce leads, accounts, and reports.
Watch guide
10:46
Mastering the Trellus HubSpot Dialer
Explore parallel dialing, call notes, logging, and filtering in the Trellus HubSpot dialer.
Watch guide
2:44
GoHighLevel Power & Parallel Dialer: Full Workflow | Trellus
Follow a GoHighLevel Smart List through contact selection, power and parallel dialing, a conversation, and the call logger.
Watch guide
1:55
Attio Power & Parallel Dialer: From List to Logged Call
Follow the updated Attio walkthrough: open a call queue, choose a dialing mode, see the person’s record open when a call connects, and review and save call notes. This demonstration uses fictional contacts and simulated calls.
Watch guide
2:32
Attio Power & Parallel Dialer: Earlier Full Walkthrough
Watch the September 8 Attio recording, from a People list through a connected call and reviewed notes. A newer walkthrough shows the person’s record opening after connection.
Watch guide
2:29
Introduction to the Live Listening Dashboard
Explore the Live Listening dashboard and how live monitoring connects with Salesfloor.
Watch guide
6:03
Navigating Trellus Analytics
Navigate analytics reports, filters, and dashboard views in Trellus.
Watch guide
2:33
Trellus Analytics
See how custom stages and team activity appear in Trellus analytics.
Watch guide
3:47
Parallel Dial directly inside Amplemarket
Learn where to find and use the Trellus plugin inside Amplemarket.
Watch guide
3:33
Parallel or power dial directly inside Apollo
Learn how to set up and use Trellus parallel dialing with Apollo.
Watch guide
4:00
Using Trellus Dialing in Attio
See how to open and use Trellus dialing in Attio.
Watch guide
4:13
Using Trellus Dialing in Clay
See how the Trellus dialing workflow fits into Clay.
Watch guide
3:49
Using Trellus Dialing in Close
Follow the Trellus dialing workflow inside Close.
Watch guide
0:33
Parallel Dialing in Google Sheets
Watch a short demonstration of parallel dialing from Google Sheets.
Watch guide
4:36
Using Trellus Dialing in Google Sheets
Set up column mappings, start a calling session, and review filtering and call logging in Google Sheets.
Watch guide
2:32
HubSpot Power & Parallel Dialer: Connected Call Walkthrough
Follow a HubSpot call block through power or parallel dialing, then see the contact open when a call connects. Review notes and the saved contact activity.
Watch guide
2:32
HubSpot Power & Parallel Dialer: Earlier Walkthrough
Watch the September 13 recording of a HubSpot call block, with the connected call and live transcript shown over the contact list. A newer walkthrough shows the contact opening after connection.
Watch guide
3:21
Using Trellus Dialing in Hubspot
Get a guided introduction to using Trellus dialing inside HubSpot.
Watch guide
3:08
Using Trellus Dialing in Lemlist
Follow a walkthrough of the Trellus dialing integration with Lemlist.
Watch guide
4:16
Using Trellus Dialing in Outreach
Walk through setting up and using the Trellus integration inside Outreach.
Watch guide
2:15
Salesforce Walkthrough
See click-to-dial, power dialing, and parallel dialing in this Salesforce walkthrough.
Watch guide
1:04
Parallel Dialing in Salesloft
Watch a short demonstration of parallel dialing in Salesloft.
Watch guide
3:35
Using Trellus Dialing in Salesloft
See how to use Trellus and Salesloft together in a calling workflow.
Watch guide
2:40
Using Trellus Dialing in Unify
See where to open Trellus and get started with dialing inside Unify.
Watch guide
3:23
Using Trellus Dialing in Zoho
Walk through the Trellus integration and dialing workflow in Zoho CRM.
Watch guide
5:47
Real-Time AI Coaching Demo
Watch a demonstration of real-time AI coaching during sales calls.
Watch guide
1:36
Trellus - Building AI Roleplay Bots
Learn how to create and customize AI roleplay bots for practice sessions.
Watch guide
8:03
Trellus - Your Real-Time AI Sales Coach
Watch Ajinkya Nene introduce the original Trellus real-time AI sales coach.
Watch guide
7:16
Trellus AI Features Overview
Explore practice bots, Ask AI, and automated call coaching in this Trellus feature overview.
Watch guide
5:24
Trellus AI walkthrough
Watch an early Trellus AI walkthrough introducing follow-up email generation.
Watch guide
4:09
Trellus Coaching Suite Overview
Explore the Trellus coaching suite for call practice and team enablement.
Watch guide
3:07
What Changed When We Switched to Trellus: Customer Stories
Hear sales teams describe their experiences using Trellus.
Watch guide
7:41
How to Set Up Parallel Dialing
Follow a step-by-step introduction to setting up parallel dialing inside a CRM.
Watch guide
4:56
Introduction to the Trellus Platform
Watch the original introduction to the Trellus platform.
Watch guide
4:37
Managing Numbers and Spam Prevention in Trellus
Explore team numbers, number rotation, local presence, and flagged numbers in Trellus.
Watch guide
3:03
Managing LinkedIn Inbox with Trellus
Learn to navigate LinkedIn conversations with the Trellus inbox workflow.
Watch guide
0:50
HubSpot Call Summaries & Logging
Focus on what happens after a HubSpot call: review the suggested notes and disposition, edit the next step, log and resume, then check the contact’s call activity. Uses fictional contacts and simulated calls.
Watch guide
0:49
Attio Call Summaries & Logging
Review an automatic call summary, edit Call Notes, save the next step and check the activity on an Attio person’s record. This focused demonstration uses fictional contacts and simulated calls.
Watch guide
2:16
GoHighLevel Power & Parallel Dialer: Earlier Call Controls Walkthrough
Watch the earlier GoHighLevel recording, from a Smart List through power and parallel dialing, connected-call controls and pausing the queue. The newer walkthrough also covers post-call logging. Uses fictional contacts and simulated calls.
Watch guide
1:55
Create HubSpot Tasks for Parallel Dialing
Learn how to create calling tasks in HubSpot for a Trellus parallel dialing workflow.
Watch guide
1:17
Trellus Auto Dialer: Original Introduction
Watch the original 2024 product introduction showing how Trellus adds hands-free power dialing to an existing click-to-dial workflow. This recording shows an earlier version of the product.
Watch guide
0:56
Parallel Dialing Myths
Watch a short Trellus explainer about common questions and misconceptions around parallel dialing.
Watch guide
1:55
Power Dialing vs. Parallel Dialing
Compare the workflows: power dialing calls one line at a time, while parallel dialing calls multiple lines and connects the rep when someone answers.
Watch guide
0:36
Calling Inside Your CRM with Trellus
A brief introduction to using Trellus inside supported CRMs and sales engagement tools, including HubSpot, Salesforce, Salesloft and Outreach.
Watch guide
0:34
Parallel Dialing: A Quick Introduction
A short introduction to the difference between waiting on one dial at a time and calling multiple people in parallel.
Watch guideNo videos found.
Try a platform name or a different topic.
These are recorded walkthroughs. Screens and available settings may change as Trellus and your CRM evolve.
Need a hand? Get supportReady to explore?
Take the next call yourself.
Try the interactive demo, or see how Trellus fits into your CRM.
