The Sales Dialer is YetiConnect's outbound power dialer. It runs a dialing session against a list of contacts or deals, places calls one after another, and logs each call to the contact's record. This guide covers the full workflow: picking a list, configuring session settings, starting the dialer, pausing, and ending the session.
Open the Sales Dialer from the left nav (the phone icon), or go directly to https://app.yeticonnect.com/dialer.
Step 1: Pick a list to dial
The Sales Dialer landing page groups your available lists into three sections:
Yeti Lists – sessions created and managed inside YetiConnect.
HubSpot Contact Lists – read-only mirrors of your HubSpot contact lists. List membership is managed in HubSpot.
HubSpot Deal Lists – read-only mirrors of your HubSpot deal lists.
Use the search boxes above the HubSpot sections to filter by list name. Click any list card to open it as a dialing session.
Each HubSpot list card also includes a small HubSpot logo that opens that list directly inside HubSpot (in a new tab) if you need to edit membership.
Step 2: Configure session settings
When you open a list, you see the session detail page: a settings summary at the top, a contact queue below, and a Start calling button. Click the settings summary to open the full settings panel. These settings apply to every call in the session, so set them before you start.
The settings panel has the following fields:
Phone Number – the outbound line you're calling from. The dropdown lists every phone number connected to your account.
Pre-Call Text – an optional text-message template that sends automatically before each call. Useful for a quick heads-up like "Hi {first name}, calling you in a minute."
Voicemail – the pre-recorded voicemail to drop if the call reaches a voicemail. When a voicemail is selected, YetiConnect listens for the voicemail tone and ends the call automatically once the voicemail starts, so you can move to the next contact without listening through.
Outcome – the default disposition logged if you don't pick one manually. Options are Busy, Connected, Left live message, Left voicemail, No answer, and Wrong number.
Custom Field – a HubSpot field you want surfaced and editable on each contact during the call (for example, Contact owner or any custom property).
Record Calls – when on, records the call audio and saves it to the call history.
Auto Open HubSpot – when on, opens each contact's HubSpot record in a new tab when the call starts.
Auto Complete Call Tasks – when on, automatically marks any related HubSpot call task as complete after you finish a call.
Click Save when you're done. To upload a voicemail recording so it appears in the Voicemail dropdown, go to Settings → Voicemails.
Step 3: Start dialing and use the call bar
Click Start calling on the session detail page. YetiConnect begins dialing the first contact in the queue. A persistent call control bar appears at the bottom of the screen and stays visible throughout the session.
The call bar shows the active phone number on the left and the call controls on the right:
Dial (or End) – places the call, or ends it if a call is active.
Mute – mutes your microphone.
Hold – holds the active call.
Keypad – opens the DTMF keypad for menu navigation.
Record – toggles call recording on the active call.
Add / Transfer – adds a participant or transfers the call.
When a call ends, a post-call panel asks for the call outcome and any notes. Pick an outcome and click Save to log the call and advance to the next contact, or click Skip to log it with the default outcome.
Step 4: Pause and resume
There are two ways to pause:
Pause during an active call – click Hold in the call control bar. The contact is placed on hold. Click Hold again to take them off.
Pause between contacts – after you save the disposition on the current call, the dialer waits for you before dialing the next contact. The session stays open until you click Start calling again to resume, or until you leave the page.
There is no fixed time limit on how long a session can stay paused. Your spot in the queue is preserved as long as you keep the session page open in your browser.
Step 5: End the session
To end a session, either:
Finish the queue – the dialer stops automatically when there are no contacts left, or
Navigate away from the page – the session ends and any in-progress call is hung up.
All completed calls in the session are saved to Call History, where you can filter by date, agent, outcome, or contact, and play back any recorded calls.