Connecting Dialpad

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This document provides a step-by-step guide on how to connect your Dialpad account to our system. By following these instructions, you will be able to sync your communications seamlessly.

Steps to Connect Your Dialpad Account

To connect your Dialpad account, please follow the steps outlined below:

Accessing the Settings Page

Begin by navigating to your settings page. Once there, locate and click on the VoIP Phone tab.

Connecting Your Account

Within the VoIP Phone section, scroll down until you find the option labeled Dialpad.

Click on the Connect your account button. You will then be prompted to log in using your Dialpad account credentials.

Automatic Syncing

Once connected, your account will be automatically synced on a periodic basis. This will ensure that SMS conversations, phone calls, and recordings are linked with their respective profiles, enhancing your communication management.