Built-in Calling & Texting using Dialpad Integration Follow

Available in the Growth Plan and above.

Note: The user email id on Salesmate and DialPad should be the same then only it will allow you to send or receive a text in Salesmate.

Dialpad is the most modern business communications platform. Taking into account every form of communication that you rely on and unified it into one app. Calling a client? Meeting with your team? Texting a colleague? It’s all here, on all your devices.

Installing / Uninstalling the Dialpad app (Only for Admin)

• Navigate to the Profile Icon on the top right corner.
• Click on Setup
• Head over to Apps & Add-ons
• Click on Voice

• Dialpad
• Click on “Install” to install the Dialpad

• You will be asked to provide your Dialpad key here.
• Dialpad API keys can be generated from the native Dialpad account. Create Dialpad API Key

To create an API key, head to your Admin Settings from Dialpad.com.

• Navigate to My Company
• Select Authentication
• Select API Keys
• Select Add key
• Enter the API key's name and expiration terms
• Select desired Additional Scopes
  • For Call Sync (Recording export should be selected)
  • For SMS Sync (Message content export should be selected)

• Select Save
• If desired, copy the code to your clipboard

Your new API Key and will now appear in the list of API keys. 

• Add the Dialpad API Keys as created 

• On successful verification, the following message is shown in status: “Integration enabled”

• On Failure: “Connection failed. Please check your API keys”.

• Call and Text Logging

>> Log calls and texts of all the users even without a Salesmate account.

Choose a user to assign calls and texts from unmatched users (not available in Salesmate). (Refer to Calling via Dialpad)

• Log calls and texts of the users having both Salesmate and Dialpad accounts. The users are auto matches based on their email.
• Log calls and texts of all Dialpad users (Default: Enabled)
• Log calls and texts of common users
• Click “Save”

To uninstall the DialPad app.

• Go to Setup
• App & Add-ons
• Voice

• Dialpad
• Click on “Remove” to uninstall the Dialpad
  
• You will get a confirmation popup.
• “Are you sure you want to remove the Dialpad App?
• Confirm to remove the Dialpad app