Dialpad CRM integration · Early access
AI Connect for Dialpad: every call in your CRM, with the recording and the AI recap
Key Takeaways
AI Connect for Dialpad is a CRM integration from Obsidian X that logs every Dialpad call on the right contact automatically, with the recording or voicemail ready to play and a Dialpad AI recap note: summary, outcome and action items. It is free when your Dialpad is with Obsidian X, installation included, and $49 a month per CRM account with any other Dialpad. It is in early access now.
Your team talks on Dialpad and works in the CRM, and today the two barely meet. Calls go unlogged, recordings sit in another app, and the best notes Dialpad AI writes never reach the contact. AI Connect for Dialpad closes that gap on its own.
- Works with your existing Dialpad
- Agencies: install across client accounts
- No Dialpad yet? We install it free
Maria Reyes
555.010.0142 · Conversation
Dialpad AI recap
Outcome: Quote requested
Manages three rental properties and wants the AC serviced at all three before summer. Prefers morning visits.
- ✓Send the three-site quote by Friday
- ✓Book the first visit for next Tuesday
How it works
Three steps, then nobody logs a call by hand again
- 1
Connect Dialpad and your CRM
Install the app in your CRM and connect your Dialpad account. During early access our team connects the Dialpad side with you and maps each Dialpad office to the right CRM account.
- 2
Keep calling the way you do
Calls ring on Dialpad's apps exactly as they do today. Nothing changes for your callers or your team's habits.
- 3
Every call lands on the contact
When a call ends it is logged on the contact. The recording follows as soon as Dialpad finishes processing it, then the AI recap note with the summary, outcome and action items.
What it does
Call logging, recordings and AI recaps in early access now
Each feature is labeled with where it stands today. Early access features are built and tested and switch on first for early access accounts; the rest are next on the roadmap.
Automatic call logging
Inbound and outbound Dialpad calls are logged in the contact's conversation with direction and status: answered, missed or voicemail. Nobody types a call note to prove a call happened.
Recordings you can play
Call recordings and voicemails attach to the logged call and play right in the conversation. No second login and no hunting through another app for last Tuesday's call.
Dialpad AI recap notes
The summary, outcome, purpose and action items Dialpad AI writes after a call land on the contact as one clean note, with a link to the full transcript.
Contact matching
Calls match contacts by phone number. A number your CRM has never seen becomes a new contact, so a first-time caller is never lost.
One record per conversation
A call that rings a department, gets answered and gets transferred is still one customer conversation, so it is logged once, not once per leg.
Click to call with screen pop
Start a Dialpad call from any phone number in the CRM. On inbound calls, the caller's contact record opens for whoever answers.
Two-way texting from Dialpad numbers
Text customers from your Dialpad business numbers inside the CRM conversation, with replies landing in the same thread and opt-outs respected.
Outcomes that move the pipeline
Call outcomes set tags and pipeline stages and start your automations: missed call text back, voicemail follow-up, callbacks.
What changes
The questions your team asks, answered on the contact
| Question | Without the integration | With AI Connect for Dialpad |
|---|---|---|
| Was the customer called back? | Search Dialpad, then cross-check the CRM | The call is on the contact, with its status |
| What was said on the call? | Find the recording in another app, if you have access | Press play in the conversation |
| What happens next? | Depends on whether the rep wrote a note | The AI recap note lists the action items |
| Who is this new caller? | Often nobody, until someone adds them | A contact is created from the first call |
For agencies
Built to run across every client account
- Install once and choose which client accounts receive the app.
- Accounts added later through your plans pick it up automatically.
- Each client's Dialpad office maps to its own CRM account, so every call stays with the right client.
- Resell it to your clients with your own markup.
No Dialpad yet?
Get an AI phone system, connected from day one
Dialpad is a cloud business phone system with AI built in: live transcription and AI recaps come with it rather than as add-ons. Obsidian X quotes Dialpad seats for your team, then installs it free: we port your numbers, set up your call flows and connect AI Connect for Dialpad, so every call is in your CRM from the first day. The app stays free for as long as your Dialpad is with us.
Pricing
Free with Dialpad from us. $49 a month with any other Dialpad.
With Dialpad from Obsidian X
$0 a month
- The full app, free for as long as your Dialpad is with us.
- Dialpad installation is free: we port your numbers, set up your call flows and connect the app.
- Dialpad seats are quoted separately.
469.436.3232
With any other Dialpad
$49 a month per CRM account
- The same full app for a Dialpad you bought somewhere else.
- Move your Dialpad to Obsidian X any time and the app becomes free.
- Agencies pay per client account and resell it with their own markup.
Security and privacy
Your calls are customer data. We treat them that way.
Signed events only
Every event from Dialpad is signed. Anything that fails verification is rejected before it touches your CRM.
Encrypted credentials
CRM access tokens are encrypted at rest with AES-256-GCM and never shown in plain text.
Recordings stay in your CRM
Recordings are stored in your CRM's own file storage. We do not keep a separate copy.
Least access
The app requests only what it needs: contacts and conversations, plus the install permission an agency rollout uses.
How we handle data is set out in our privacy policy and terms of service.
Frequently Asked Questions
What teams and agencies ask before connecting Dialpad to their CRM.
What is AI Connect for Dialpad?
AI Connect for Dialpad is a CRM integration built by Obsidian X. It logs every Dialpad call on the matching contact automatically, attaches the call recording or voicemail so it plays inside the conversation, and adds the Dialpad AI recap as a note with the summary, outcome and action items. It is in early access now.
How much does AI Connect for Dialpad cost?
It is free when your Dialpad is with Obsidian X, and Dialpad installation is free too. With a Dialpad bought anywhere else it is $49 a month per CRM account, and it becomes free if you move your Dialpad to Obsidian X. Dialpad seats are quoted separately. Agencies pay per client account and can resell it with their own markup.
How does Dialpad call logging work with my CRM?
When a Dialpad call ends, Dialpad sends a signed event to the app. The app finds the contact by phone number, or creates one, and logs the call in that contact's conversation with its direction and status. Recordings and the AI recap follow automatically as Dialpad finishes processing them. Nobody has to log anything by hand.
Where are Dialpad call recordings stored?
Recordings are copied into your CRM's own file storage and attached to the logged call, so they play in the conversation without a Dialpad login. Very long recordings that exceed the CRM's upload limit are attached as a secure link that streams the audio from Dialpad on demand. We do not keep a separate copy.
How do Dialpad AI recaps get into the CRM?
Dialpad AI writes a recap after each call: a summary, the outcome, the purpose and the action items. As each part becomes available, the app writes it into a single note on the contact and keeps that note updated, along with a link to the full transcript.
What is included in early access, and what comes next?
Early access covers automatic call logging, playable recordings and voicemails, Dialpad AI recap notes and contact matching. Rolling out next: click to call with screen pop, two-way texting from Dialpad numbers, and call outcomes that set tags, move pipeline stages and start automations such as missed call text back.
Do I need a Dialpad account to use it?
Yes. The app connects an existing Dialpad account to your CRM. If you are not on Dialpad yet, Obsidian X quotes Dialpad seats for your team and installs it free: we port your numbers, set up call flows and connect the app, so every call is in your CRM from the first day. With Dialpad from Obsidian X, the app is free.
Can agencies install it across client accounts?
Yes. An agency can install it once and choose which client accounts receive it, and accounts added later through the agency's plans pick it up automatically. Each client's Dialpad office maps to its own CRM account, and agencies can resell the app to their clients with their own markup.
How is call data secured?
Every event from Dialpad is signed, and the app rejects anything that fails verification. CRM access tokens are encrypted at rest with AES-256-GCM. The app requests only the access it needs, contacts and conversations plus the install permission agency rollouts use, and recordings live in your CRM rather than on our servers.
Does it replace my CRM's phone system?
No. Dialpad stays your phone system and calls keep ringing on Dialpad's apps. The app brings the record of each call, its recording and the AI recap into your CRM so your team works from one place. Click to call, rolling out next, will start Dialpad calls from inside the CRM.
Early access
Get AI Connect for Dialpad first
Tell us about your Dialpad setup and your CRM. Our team reaches out to set up early access, or to quote Dialpad if you are not on it yet.
- Call logging, recordings and AI recap notes from the first day
- Our team connects the Dialpad side with you during early access
- Not on Dialpad yet? We quote it and install it free
Put every Dialpad call where your team already works
Join early access and your calls, recordings and AI recaps start landing on the contact. Agencies can bring it to every client account.
Vendor-agnostic advice. No quotas, no obligation, no pressure.
Dialpad and Dialpad Ai are trademarks of Dialpad, Inc., used here to describe compatibility. AI Connect for Dialpad is built and supported by Obsidian X.