Smart Dialer scans website pages, compiles a list of phone numbers, and lets you automatically call them with a single click. It does not automatically trigger calls or start dialing at a scheduled time — the tool simply organizes and displays numbers so you can call them manually, one by one.
Before You Start
Make sure that:- You have the CloudTalk Click‑to‑Call extension installed in your browser.
- The extension is switched On.
- The CloudTalk desktop app is open, as it must be running to receive numbers from the extension.
Add Numbers to the Smart Dialer
- Open your CRM or web page with phone numbers. For example, in HubSpot or Pipedrive, you can open a contact list or the Activity section where multiple phone numbers are visible.
- Click the CloudTalk Click‑to‑Call icon in the top‑right corner of your browser.
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Review the detected numbers.
The extension automatically scans the page and lists all recognized phone numbers. You can:
- Select individual numbers, or
- Use Select all to add every detected number.
- Click Add to Smart Dialer.
What Happens Next
- All selected numbers are sent to the Smart Dialer queue in the CloudTalk desktop app.
- Open Smart Dialer to review the queue.
- Click Start session to begin calling.
Tips and Best Practices
- Use filters or views in your CRM to control which contacts appear before opening the Click‑to‑Call extension.
- You can repeat this process on multiple pages to continuously build your Smart Dialer queue.
- The extension works across supported integrations and standard web pages where phone numbers are visible.
Need help or have a question? Just reach out through our Support portal — we’re here for you.