Salesfinity

Last updated: March 25, 2026

Learn how to connect Salesfinity to Hyperbound so you can automatically import and score your real sales calls.

Ensure if Salesfinity is enabled in your Workspace, if not, reach out to your SE team

Prerequisites: Real Call Scoring Settings

Before the integration is set up, ensure you have the right Call Routing and Privacy settings for the workspace. Learn more about it here:

Setting up Real call Scoring

1. Generate Your Salesfinity API Token

  1. Go to Salesfinity and log in with your account.

  2. Click your profile icon > Personal Settings

  3. Scroll to the API Access section and click Generate API Token

  4. Copy the token, you'll need it in the next step.

If you don't see the API Access section, your Salesfinity role doesn't have API permissions. Ask your Salesfinity admin to enable it under Admin > Users > Roles.

2. Create the Integration in Hyperbound

  1. Go to Workspace Settings > Integrations

  2. In the Available tab, find Salesfinity and click Connect

  3. Enter a name for the integration (e.g. "Salesfinity x Hyperbound")

  1. Paste your API Token from Step 1

  2. Click Save

Hyperbound will verify your token. If it's invalid, you'll see an "Invalid API key" error. Double check the token and that your Salesfinity role has API access.

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Managing Your Integration

From the Integrations page you can:

  • Pause: temporarily stop importing calls

  • Resume: restart a paused integration

  • Disconnect: remove the integration entirely

FAQs

How quickly are calls available in Hyperbound?

After Salesfinity finishes processing the recording, Hyperbound will pick it up on the next sync cycle (approximately every 2 hours) and score it within a few minutes.

What if my API token stops working?

Disconnect the integration, generate a new token in Salesfinity and reconnect.

Do speaker names carry over?

Yes. Salesfinity imports include participant identification from the original call.

Other Limitations

  1. Salesfinity calls without a recording are not imported

  2. The integration does not backfill your full Salesfinity history. It only imports calls within the sync window going forward

  1. If a call is deleted in Hyperbound, it will not be re imported

Still need help?

Contact support@hyperbound.ai