Pipeline CRM

    Dialpad

    Connect Dialpad so your calls, voice messages, and texts are logged as activities on the right people and companies — no manual entry.

    Before you start:

    • Admin permissions in both Pipeline CRM and Dialpad
    • Be signed in to your Dialpad account
    • For texting: a 10DLC campaign registered with Dialpad

    Step 1: Add your work number (every user)

    Pipeline CRM uses this number to match each call to the right user.

    1. Click your profile icon in the top right and select My Profile.
    2. On the General tab, enter your Dialpad number in Work number.
    3. Click Save changes.

    Step 2: Install and connect Dialpad (admin)

    1. Click Settings in the lower-left corner.
    2. Go to Other > App Store.
    3. Find Dialpad and click Install.
    4. Select the Dialpad Service tab.
    5. Click Connect.
    6. Follow the Dialpad prompts to authorize Pipeline CRM.
    7. Click Test Connection.
    8. Click Save changes.

    Step 3: Choose an activity category for each call type (admin)

    1. Select the Phone Settings tab.
    2. Choose an activity category for each call type:
    • Completed incoming calls
    • Completed outgoing calls
    • Missed incoming calls
    • Missed outgoing calls
    • Voice messages (incoming)
    • Voice messages left (outgoing)
    1. Click Save changes.

    One "Phone Call" category for every type works fine. For more detailed reporting, create separate activity categories first.

    Step 4: Turn on texting (optional, admin)

    1. Select the SMS Settings tab.
    2. Tick Enable SMS Support.
    3. Choose activity categories for incoming and outgoing texts.
    4. Click Save changes.

    You can only have one SMS integration turned on at a time.

    To send and receive texts once this is on, see Send SMS from Pipeline CRM.

    Step 5: Turn on the integration (admin)

    Turn on the Enable toggle in the top-right corner of the Dialpad settings. You can also turn it on from the Dialpad tile in the App Store.

    What gets logged

    Once Dialpad is on, Pipeline CRM logs these as activities on the matching person or company:

    • Completed calls (incoming and outgoing)
    • Missed calls (incoming and outgoing)
    • Voice messages (incoming)
    • Texts (incoming and outgoing), if texting is turned on

    Need help? Contact support at customercare@pipelinecrm.com.