Solidroad + Salesfinity Integration Guide

Last updated: July 17, 2026

Automatically evaluate your Salesfinity outbound sales calls using Solidroad's scorecards. This guide walks you through connecting Salesfinity, then running quality assurance (QA) on your calls at scale.

Before you start: You'll need a Salesfinity admin account to authorise the connection, and a Solidroad user role with permission to manage integrations.

What the Salesfinity integration does

The Salesfinity integration pulls your outbound sales call recordings and transcripts directly into Solidroad, where they can be scored automatically against your customised scorecards.

You can build scorecards to evaluate:

  • Soft skills, such as rapport, tone, and confidence

  • Discovery and qualification quality

  • Objection handling

  • Pitch and process adherence

  • Any other team-specific criteria

Because you can run bulk evaluations, you can score hundreds or thousands of calls in a single session — surfacing rep performance insights, coaching opportunities, and trends across your whole sales team.

Step 1: Turn on the Salesfinity integration

Enable Salesfinity from within Solidroad so it can request access to your call data.

What to do:

  1. Log in to Solidroad.

  2. Go to the Integrations tab in the bottom-left corner of the main navigation.

  3. Find Salesfinity and toggle it on.

Step 2: Authorise the connection

Approve Solidroad's access to your Salesfinity data.

What to do:

  1. When the access prompt appears, sign in to Salesfinity and approve the integration (or paste your API key if prompted).

  2. You'll return to Solidroad, where the toggle now shows as active, confirming the connection is complete.

Why it matters: Authorising with an admin account gives Solidroad access to your call recordings and transcripts. Without it, no calls will be available in your evaluations.

How to run QA on Salesfinity calls

Solidroad scores Salesfinity outbound sales calls using their recordings and transcripts.

Step 3: Start a new bulk evaluation

Create the evaluation that will pull in and score your calls.

What to do:

  1. Go to the Quality tab in Solidroad.

  2. Click New Bulk Evaluation.

  3. Enter a name for your evaluation.

  4. Confirm that Salesfinity is selected as the source — it may be preselected by default.

Step 4: Choose a scorecard

Decide which criteria the calls will be measured against.

What to do:

  1. Select an existing scorecard, or create a new one built for outbound sales.

Step 5: Filter your calls

Narrow down which calls are included in the evaluation.

What to do:

  1. Define your filter conditions — for example date range, rep, or campaign.

  2. Optionally, use custom attributes (such as disposition or tag) to refine the set further.

Step 6: Select the rep and analyse

Tell Solidroad which rep to score, then run the evaluation.

What to do:

  1. On the final step, specify which rep should be scored when more than one person was on a call.

  2. Click Analyze. Processing may take a few moments depending on the volume of calls.

Reviewing evaluation results

Once the evaluation completes, you'll see a three-panel layout:

  • The left panel lists every call included in the evaluation.

  • The middle panel shows the call transcript and any recorded events.

  • The right panel shows the auto QA results: the overall score, breakdowns by scorecard section, talk time, and suggested improvements with specific examples.

Troubleshooting

  • No Salesfinity toggle in the Integrations tab? Confirm your Solidroad user role has integration permissions.

  • Authorisation failed? Make sure you're logged into the correct Salesfinity admin account and your API key is valid.

  • No calls appearing? Confirm that call recording is enabled in Salesfinity, then review your filters — widen the date range if needed.

Now that Salesfinity is connected, you can score sales calls in bulk, track rep performance, and turn insights into coaching.

If you have any further questions or need assistance, please refer to our support resources or contact the Solidroad team via the Get Help tab within the platform.