Documentation

Five9 (VoIP Dialer)

Requires. Integrations with View to see the page. Modify to change settings.

Five9 enables click-to-call, screen-pop (automatic customer record display on inbound calls), and automated dialing for leads and at-risk customers.

Prerequisites

  • A Five9 account with admin access.
  • Five9 domain name(s), username(s), and password(s).

Setup steps

  1. Navigate to Admin > Integrations > 5Nine.
  2. In the Domain Management section, add your Five9 domain(s). Each domain needs a name, username, and password from Five9.
  3. In the Integration Settings, check Enable Five9 and select a Default Domain.
  4. Set the Default List and Call ASAP behavior.
  5. Optionally enable Leads Integration to push leads to Five9 for outbound dialing.
  6. Optionally enable At Risk Integration for retention dialing campaigns.
  7. Click Save.

Key concepts

Domains

Five9 organizes campaigns by domain. Each domain has its own credentials and settings. Add a domain for each Five9 campaign group you want to connect.

Call ASAP

Controls when contacts are dialed immediately after being added to a list:

  • Never — contacts are queued normally.
  • Always — contacts are dialed immediately.
  • New CRM Only — only contacts new to the CRM are dialed immediately.
  • New List Only — only contacts new to this specific list are dialed immediately.

Field reference

Field Description
Domain Name The Five9 domain name (campaign group). Must match a domain in your Five9 admin portal.
Username / Password Credentials for this Five9 domain.
Default List The default disposition list for calls. Must match a list name in Five9.
Call ASAP When to dial contacts immediately (see above).
Leads Enabled Push leads to Five9 for outbound dialing.
All Companies Enabled Include leads from all sources. Disable to configure individually.
At Risk Enabled Push at-risk customers to Five9 for retention dialing.

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