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Using click-to-call with Truly mobile
Using click-to-call with Truly mobile

Using Truly Mobile? You can still use click-to-call!

Erol Toker avatar
Written by Erol Toker
Updated over 3 years ago

This article will go over how to click-to-call objects in Salesforce and other sites via the Truly Chrome extension while using Truly Mobile as your preferred outbound device as well as clicking to call directly from your contacts on Mobile.

Change your outbound call device to Mobile

  • Before starting, in the Truly desktop application, click on your outbound caller ID number in the upper right, next to your initials. Under the Device tab, click 'Mobile' as your preferred outbound call device.


Step 2: Start the call

  • This will push the call to the Truly desktop application, automatically popping it to the front of your screen.

  • The desktop application will then automatically start finding and calling your mobile device.

  • With the Truly Mobile app open, pick up the call on your mobile phone and the call will start! 

  • (note: this is a proxy number used to connect the Truly mobile app to your carrier to start the call, this number is not seen by the recipient and the proper outbound number will display once you hit "Call".)

  • You can then have the call on your mobile device using your carrier connection!


Step 3: Control your call via Truly desktop

  • The call will still show as active in the desktop application, allowing you to interact with the now mobile call. Transfer, mute, hold, recording on/off, disposition, notes, etc.

  • You can then end your call via your mobile device or by hitting the Red end button in the desktop app!


Click to call on Mobile from Contacts on your iOS device using Truly.

  • Navigate to the contact page for the contact you're trying to call.

  • Long press on the call icon.

  • Select 'Truly' from the options that appear.

  • Select the number you're calling again when it appears on the page in the Truly app.

You can also click to call from

If you have any questions or issues, please reach out to the Truly support team at support@truly.co or by clicking your initials in the upper right corner in the desktop app and we’ll be happy to assist!

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