Salesforce: Using the Linq Dialer

The Linq–Salesforce integration lets you place calls and manage text conversations with your leads and contacts without leaving Salesforce.

This article walks through:

• Where to find the Linq Dialer

• How to place outbound calls from Salesforce

• How to view and manage Linq Chat conversations on Lead and Contact records

Prerequisites:

• Your Salesforce org has the Linq integration installed and configured.

• Your user has access to the Linq Dialer and Linq Chat components.

• You are logged into Linq (if your org requires authentication for the dialer/chat).

If you’re not seeing the dialer or chat components described below, contact your partner success manager(Linq Blue), or contact@linqapp.com(Linq One). 

Step 1: Using the Linq Dialer

The Linq Dialer allows you to initiate outbound calls directly from Salesforce.

1. Open the Linq Dialer

• In Salesforce, look at the bottom-left corner of the interface.

  

• You’ll see the Linq Dialer as a utility item (often next to other docked utilities).

  

The dialer can be opened from anywhere in Salesforce, so you don’t need to leave the page you’re working on.

2. Place an Outbound Call

You can start a call in two ways:

Option A – Call directly from the Dialer

1. Open the Linq Dialer panel.

   

2. Enter the phone number you want to call, or select a recent contact (if available).

   

3. Click Call to begin the outbound call.

Option B – Call from a Lead or Contact

1. Open a Lead or Contact record in Salesforce.

2. If configured, you can initiate a call from within the Linq chat/call component on that record (for example, by clicking a call icon or number).

   

3. The call will be placed via your Linq Phone line, while you stay inside Salesforce.

Step 2: Managing Conversations in Salesforce

The Linq–Salesforce integration uses an embedded Linq Chat component on Lead and Contact records so you can view and manage conversations in context.

1. Open a Lead or Contact Record

1. Go to Leads or Contacts in Salesforce.

2. Click on the lead or contact you want to work with.

2. Access the Linq Chat Component

• On the record page layout, locate the Linq Chat component.

  

• This panel shows:

  • The current active conversation (if one exists)

  • Historical messages with that lead/contact

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3. View & Send Messages

Within the Linq Chat component you can:

• View conversation history

  • Scroll through previous messages to review context, past replies, and any prior interactions.

• Send new messages

  • Type your message in the input field.

  • Click Send to deliver it via your Linq Phone line.

• Continue existing conversations

  • Respond to open threads without leaving the lead/contact record.

This keeps all communication tied to the correct lead/contact, making it easier for sales and support to stay in sync.