---
title: "Running a CRM campaign"
slug: "outbound-dialer-running-a-crm-campaign"
description: "Run your outbound Dialer campaign integrated with your CRM from the Campaigns page and monitor its progress in the Real-time dashboard."
tags: ["Outbound", "calling list", "lead", "Dialer", "leads", "click-to-call", "campaigns", "click2call", "CRM", "click to call"]
updated: 2026-06-04T10:11:55Z
published: 2026-06-04T10:11:55Z
canonical: "docs.voiso.com/outbound-dialer-running-a-crm-campaign"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voiso.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Running a CRM campaign

**Who should read this article**: Administrators

Run your outbound Dialer campaign integrated with your CRM from the **Campaigns** page and monitor its progress in the **Real-time dashboard**.

## Introduction

Voiso supports campaign calling list integration with many different Contact Relationship Management ([CRM](/v1/docs/crm-integration-overview)) services. The following table lists the features that are supported for each CRM integration:

| Integration | Click-to-call | Screen pop | Calling list import | Call history |
| --- | --- | --- | --- | --- |
| [Bitrix24](/v1/docs/crm-bitrix24) | ✔ | ✔ | ✔ | ✔ |
| [Falcon](/v1/docs/crm-falcon) | ✔ | ✔ | ✔ | ✔ |
| [Fintech](/v1/docs/crm-fintech360) | ✔ | ✖ | ✖ | ✖ |
| [Freshdesk](/v1/docs/freshdesk) | ✔ | ✖ | ✖ | ✖ |
| [Hubspot](/v1/docs/crm-hubspot) | ✔ | ✔ | ✔ | ✔ |
| [Leverate](/v1/docs/crm-leveratecrm) | ✔ | ✖ | ✔ | ✖ |
| [Panda](/v1/docs/crm-panda) | ✔ | ✔ | ✔ | ✔ |
| [Salesforce](/v1/docs/crm-salesforce) | ✔ | ✔ | ✔ | ✔ |
| [Zenoti](/v1/docs/crm-zenoti) | ✔ | ✔ | ✔ | ✔ |
| [Zoho CRM](/v1/docs/crm-zoho) | ✔ | ✔ | ✔ | ✔ |
| [Zoho Desk](/v1/docs/zoho-desk) | ✔ | ✔ | ✖ | ✔ |

Outbound Dialer campaigns automatically dial a list of contacts that you have added to the campaign either by integration with a campaign calling list created in your [CRM](/v1/docs/outbound-dialer-adding-a-new-campaign#crm) or by using a [CSV or XLSX](/v1/docs/outbound-dialer-adding-a-new-campaign#csv) file containing phone numbers.

This article describes running a campaign with a calling list provided by a Contact Relationship Management (CRM) service.

Important

The email address that administrators and agents use to log into Voiso must be the same email address that they use to log into their CRM account.

### Preparing a calling list

Voiso reads the list of campaigns and enables you to select one from the **Add/Edit campaign** page.

| Integration | Calling list |
| --- | --- |
| Bitrix24 | Generate the required webhook credentials in Bitrix24 and copy the token and URL values. Then open **Administration > Integrations** in Voiso, select **Bitrix24**, and enter the Bitrix24 details to authorize the connection. Once enabled, you can import Bitrix24 contacts and leads as calling lists for outbound campaigns. |
| HubSpot | Create a List in HubSpot, then add the required contacts to it using the HubSpot CRM tools. To create a List in HubSpot, you must set at least one filter; however, Voiso recommends that you use two chained filters: `Phone number is known OR Mobile phone number is known` |
| Leverate | Create a contact list in your Leverate **Active Accounts** database that includes names, phone numbers, and so on. |
| Panda | Choose a Type (Leads, Clients, or both), Country (multiple countries are supported), Agents (multiple agents are supported and should map to Voiso User accounts), Status (multiple statuses are supported), and Creation data range for the leads that you want Voiso to use to build your calling list. |
| Salesforce | [Create a Campaign](https://help.salesforce.com/s/articleView?id=sf.campaigns_landing_page.htm&type=5) in Salesforce and add Leads or Contacts to it. |
| Zenoti | Create a **Center** in Zenoti and add guests to build your calling list. Refer to [Zenoti](/v1/docs/crm-zenoti#calling-list-import) for details. |
| Zoho | [Create a campaign](https://help.zoho.com/portal/en/kb/crm/faqs/marketing-automation/campaigns/articles/faqs-on-campaigns#1_What_is_Campaigns_module_in_CRM) in Zoho. |

For a detailed use case of running a Voiso Dialer campaign, refer to [How to run a dialer campaign](/v1/docs/how-to-run-a-dialer-campaign).

## Running a campaign

Outbound Dialer calling campaigns are run from the **[Dialer campaigns](/v1/docs/outbound-dialer-campaigns-view)** page.

After you have [added a campaign](/v1/docs/outbound-dialer-adding-a-new-campaign) to the **Campaigns** page, you can start, pause, or stop the campaign using the campaign control buttons. Clicking the buttons changes the [campaign status](/v1/docs/outbound-dialer-campaigns-view#campaign-statuses).

![Outbound Dialer Campaign Start Pause Stop](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Outbound%20Dialer%20Campaign%20Start%20Pause%20Stop.gif)

When a campaign is **Active**, Dialer automatically dials calls following the rules you specified for the campaign in the **Add campaign** page. You can choose to put the campaign on hold temporarily by clicking **Pause**. If you click **Stop**, the campaign ends as incomplete – it cannot be started again.

While a campaign is running, use the **Ready to dial** column in the **Dialer campaigns** page to monitor how many contacts are currently available for dialing. This value represents the number of contacts Dialer would attempt to call immediately if there were no limits on available agents or concurrent call attempts. Monitoring this value helps campaign managers evaluate whether additional agents should be assigned to the campaign or whether the campaign should be paused or resumed based on the current dialing workload.

Once all the numbers in the calling list have been called and the redial attempts criteria are met, the campaign ends and the status changes to **Completed**. To review a report about the campaign, click the name of the campaign in the **Campaigns** page. Refer to [Campaign reports](/v1/docs/outbound-dialer-running-a-campaign#campaign-reports) for more information.

You can run the campaign again by cloning it. To clone a campaign, click the **Clone** button in the far right column of the campaign row. A duplicate of the campaign is created and is opened in the **Edit campaign** for you to adjust the parameters and reimport the [calling list](/v1/docs/outbound-dialer-adding-a-new-campaign#calling-list) or import a new calling list.

To delete a campaign that is in the **Draft** status, open the campaign in the **Edit campaign** page, then click **Delete campaign**.

## Running a live CRM campaign

The Voiso CRM integration enables you to run a continuous live campaign. The Live campaign feature continuously polls your CRM to search for new contacts (leads) to call for the campaign.

To run your outbound Dialer campaign continuously as leads are generated, specify your CRM in the **General** section of the **Add/Edit campaign** page, then select **Live campaign**.

![Outbound Dialer Campaign Live Campaign](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Outbound%20Dialer%20Campaign%20Live%20Campaign.png)

Use the **Poll interval** setting in the **Calling list** section to specify how often the live campaign should request new contacts from your CRM.

![Outbound Dialer Campaign Live Campaign Poll Interval](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Outbound%20Dialer%20Campaign%20Live%20Campaign%20Poll%20Interval.png)

The campaign periodically polls the CRM to get new leads. For example, if the poll interval is set to 5 minutes, Dialer sends a request every 5 minutes for a new list of contacts based on the parameters specified for the campaign, such as country or lead status. New leads are added to the calling queue immediately.

          Tip

          

If the Dialing order feature is enabled for your contact center, the **Enable Dialing order** option is available. Refer to [Adding a new campaign](/v1/docs/outbound-dialer-adding-a-new-campaign#live-campaigns) for details.

The total number of contacts in a live campaign is unknown while the campaign is running, so in the **Campaigns** table, the infinity symbol (∞) is displayed in the **Contacts** column and a dash (-) is displayed in the **Progress** column for live campaigns.

![Outbound Dialer Campaign Live Campaign Contacts Progress](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Outbound%20Dialer%20Campaign%20Live%20Campaign%20Contacts%20Progress.png)

Live campaigns *pause* under the following conditions:

- There are no new contacts available in the CRM
- There are no contacts available that meet the local time requirement
- There are no logged-in agents available

Live campaigns resume when new contacts are available in the CRM that meet the local time constraint and there are logged-in agents available to handle the calls.

Note

Live campaigns run until you stop them.

Live campaigns can be *stopped* manually in the **Campaigns** page, or by deselecting **Live campaign** in the **Edit campaign** page.

## The Agent experience

When a campaign is active, the agents you have assigned to the campaign are notified in the **Agent Panel** that a campaign has started. Agents join the campaign from the **Dialer campaign** page in the **Agent Panel**. If you have specified an audio file in the Notification sound on Dialer connection menu of the System Settings [Contact center tab](/v1/docs/contact-center-tab), the first 2 seconds of the audio is played to the agent when the call connects. Refer to [Outbound campaigns](/v1/docs/agent-panel-outbound-campaigns) for more information about how agents participate in Dialer campaigns.

## Monitoring a campaign

While a campaign is active or paused, you can monitor the progress using one or more widgets in the **Real-time dashboard**.

To add a widget to the **Real-time dashboard**, from the Voiso navigation bar, navigate to **Reporting > Real-time dashboard**. If you do not already have a dashboard, click **Create dashboard**. To use an existing dashboard, select it from the **Dashboards** menu or select **Add dashboard** to add a new dashboard.

There are several widgets you can use to track your campaign progress and performance in real-time:

![Reporting Real-time Dashboard Dialer Monitoring Widgets](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Reporting%20Real-time%20Dashboard%20Dialer%20Monitoring%20Widgets.png)

          Tip

          

For detailed information about a widget, in the **Add new widget** panel, click the "i" icon next to the widget name.

| Widget | Description |
| --- | --- |
| Campaign – Call Disposition | A pie-chart displaying calls by network response: answered, no answer, busy, rejected, or failed |
| Campaign Status | A dashboard summarizing various campaign metrics, such duration of the campaign, the average time an agent waits for the next call, how often customers drop off, the average time spent on calls, and the ratio of calls answered to total calls made |
| Campaign – Dial Attempts | A bar graph displaying the number of times that each campaign contact was dialed |
| Campaign – Agent Counter | A pie chart displaying the number of agents who have joined the campaign and their status: outbound (on a call), waiting, and wrapping-up |
| Campaign – Wrap-up Codes | A pie chart displaying the number of campaign calls by the [wrap-up codes](/v1/docs/administration-wrap-up-codes) (after-call work completions) that you defined |

![Dialer Real-time Dashboard](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Dialer%20Real-time%20Dashboard.png)

## Campaign reports

Voiso provides campaign reports for active, paused, stopped, and completed campaigns. Use campaign reports to monitor performance while a campaign is running or to review results after it has finished.

- For information about monitoring campaign performance in real time, refer to [Part 5: Real-time Dialer campaign monitoring](/v1/docs/outbound-dialer-campaign-real-time-monitoring).
- For information about campaign reports and calling list reports, refer to [Part 6: Reviewing campaign results](/v1/docs/outbound-dialer-campaign-reviewing-campaign-results).

## Exporting lists

After adding your calling list, Dialer reviews the numbers to ensure their validity and remove any duplicates. Invalid and duplicate numbers are compiled into a CSV file, which you can download. Additionally, you can download the final calling list that Dialer will use for calling.

- To download the final calling list, click **Export original list**.
- To download the list of invalid and duplicate numbers, click **Export invalid numbers and duplicates list**.

Customer Relationship Management. A service for managing all your organization's relationships and interactions with customers (contacts) and potential customers. It that provides real-time agent access to customer data and previous interaction information to further personalize the customer experience. CRM integration in a contact center can lead to more personalized service, increased customer retention, and more revenue.

## Related

- [Campaigns page](/outbound-dialer-campaigns-view.md)
- [Dialer campaigns overview](/outbound-dialer-campaigns-overview.md)
- [Running a campaign](/outbound-dialer-running-a-campaign.md)
- [Part 2: Dialer campaigns](/outbound-dialer-campaign-dialer-campaigns.md)
- [CRM integration overview](/crm-integration-overview.md)
- [Dialer campaigns](/salesforce-dialer-campaigns.md)