Set Up in Minutes, Not Hours
Get your Dialpad and Zoho CRM integration running quickly with our simple 3-step process
Connect Dialpad
Link your Dialpad account using OAuth 2.0 to enable call capture from all devices.
Connect Zoho CRM
Authenticate your Zoho CRM account using OAuth 2.0. Setup takes 5 minutes.
Start Logging Automatically
Every Dialpad call automatically creates a detailed record in Zoho CRM with transcripts, recordings, and smart contact matching.
How Dialpad and Zoho CRM Work Together
Call Connector creates a seamless bridge between Dialpad and Zoho CRM, turning every communication into organized, searchable data.
Automatic Call Logging
When a call or text message ends on Dialpad, Call Connector immediately gets to work. It looks up the phone number in your Zoho CRM contacts and creates a Call Record with complete metadata: duration, timestamp, direction, and participants.
Recording & Transcripts
Recording a call in Dialpad? The recording and AI-generated transcript are automatically attached. No manual uploads, no copy-paste—everything flows automatically.
SMS Integration
Text messages from Dialpad become Notes in Zoho CRM too, preserving complete conversation threads alongside your call history.
What's Included
Call Logging
SMS Logging
Fax Logging
Recording Storage
AI Transcripts
Available on Free+ Plan
This integration requires the Free plan or higher. Both Dialpad and Zoho CRM must have active accounts.
Why Dialpad + Zoho CRM?
The Problem
Sales teams live on the phone, but when Dialpad calls aren't logged to Zoho CRM, deals slip through the cracks. Reps waste time manually updating CRM records instead of selling, and managers lack visibility into customer conversations and pipeline health.
The Solution
Call Connector automatically captures every Dialpad call and creates a Call Record in Zoho CRM with complete details: participants, duration, timestamp, and direction. When you record calls in Dialpad, you also get AI-powered transcripts—searchable and ready for review. Dialpad text messages become Note too, preserving complete conversation threads.
The Result
Sales reps stay focused on selling while every Dialpad conversation automatically updates Zoho CRM. Managers get complete visibility into customer interactions. No missed follow-ups, no lost deals, no manual logging—just automatic, accurate pipeline data.
Everything Captured Automatically
Complete details from every Dialpad communication, automatically organized in Zoho CRM
Every call captured with full details and participants
Call duration, timestamp, and direction automatically recorded
AI-powered transcriptions from Dialpad's built-in transcription
Call recordings captured and stored in connected cloud storage
SMS and MMS messages captured with full content
Fax support NOT available (coming 2025)
Every call logged as a Call record with full details
Call duration, timestamp, direction, and participants automatically captured
AI-powered transcriptions embedded in call details
Recording links included for instant playback
SMS messages logged as Notes on contact records
Faxes stored as Attachment records on the Account
See It In Action
Real examples of Dialpad and Zoho CRM working together with Call Connector
Zoho CRM: Calls appear as Call records with duration and participant details
Zoho CRM: SMS messages appear as Notes on the contact record
Zoho CRM: Faxes are stored as Attachment records on the Account
Dialpad: Sign in with Company Admin account to authorize Call Connector
Dialpad: Dialpad admin settings sidebar
Dialpad: Calls from Dialpad include AI-powered transcriptions and recordings
Dialpad: Enable AI transcription and summarization in Dialpad settings
Frequently Asked Questions
Common questions about connecting Dialpad with Zoho CRM
