Dialpad
Close
Dialpad and Close Integration
Seamlessly connect Dialpad’s AI-powered calling with Close’s CRM to supercharge your sales workflow.
Seamlessly connect Dialpad’s AI-powered calling with Close’s CRM to supercharge your sales workflow.
The Dialpad and Close integration combines Dialpad’s intelligent voice platform with Close’s robust CRM, enabling sales teams to make calls, log activities, and manage contacts all in one place. This integration streamlines communication, automates call logging, and provides real-time insights to help you close deals faster and improve customer relationships.
By integrating Dialpad with Close, you can make calls directly from Close, automatically log call details, and access call recordings and transcripts within your CRM. This eliminates manual data entry, ensures accurate activity tracking, and helps your team focus on selling rather than administrative tasks.
Yes, the integration allows you to place and receive calls directly inside Close using Dialpad’s interface, providing a seamless communication experience without switching between apps.
Absolutely. All calls made through Dialpad are automatically recorded and transcribed, with these details accessible within Close to help you review conversations and extract valuable insights.
Yes, contacts and call logs are synchronized between Dialpad and Close, ensuring your CRM is always up to date with the latest communication history and contact information.
Setting up the integration is simple: connect your Dialpad account within Close’s integration settings, authorize permissions, and configure your preferences. Once connected, you can start making calls and logging activities seamlessly.
