Salesfinity ships bi-directional Lemlist integration, in-app CRM editing, and transcript playback

Salesfinity released a set of five platform updates in late April 2026, spanning sequencing integrations, call review, and CRM data handling. The most prominent change makes the company's Lemlist integration fully bi-directional, matching the depth of its existing Outreach and Salesloft connections. Due call tasks now import into the dialer automatically, dispositions and notes write back to the corresponding Lemlist task, and the product honors an end-in-sequence disposition so records are not left orphaned. Three further updates target call review and record quality. Call transcripts gained click-to-jump playback and full-text search, so a reviewer can move the audio to a selected timestamp or locate a phrase across a call. HubSpot, Salesforce, Outreach, and Salesloft fields can now be edited inside Salesfinity with the change written back to the connected CRM immediately. The dialer also gained logic to roll automatically to a contact's next phone number when a first attempt yields a dead-end disposition such as a wrong number, no answer, or a call screener. The release additionally replaced the company's Intercom-based support with Pylon, offering customers chat, email, and shared Slack channels as support routes.