Save time with automatic call logging through Dialpad
By integrating Nutshell and Dialpad, you can save time logging Dialpad calls and SMS messaging in your CRM to keep better track of customer communications. With this integration, you can conveniently track Dialpad calls and messages right within Nutshell and automatically write notes in Nutshell when an SMS message is created in Dialpad.
Dialpad Integration Fördelar:
- Manage activities seamlessly: Nutshell will log a phone call activity to a contact’s timeline when you complete a call with them in Dialpad.
- Spara tid på att skriva anteckningar: Vår integration kommer att lägga till en anteckning åt dig på en kontakts tidslinje när ett SMS-meddelande skapas i Dialpad.
- See every call in one place: All your calls will appear alongside an AI-generated call summary on the Sales > Calls page for easy access.
Vad den gör:
Our integration with Dialpad powers:
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- Loggning av telefonsamtalsaktivitet i Nutshell när ett Dialpad-samtal görs
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- Lägga till en anteckning i en Nutshell -kontakts tidslinje när ett Dialpad-SMS-meddelande skapas
Krav för att integrera Dialpad med Nutshell
To set up this integration, you will need a Pro or Enterprise Dialpad account.
Have more questions about this integration? Start a free trial and chat with our sales team!
FAQs: Integrating Dialpad with Nutshell
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What Nutshell subscription plan do I need to use the Dialpad integration?
No specific Nutshell plan is required. The Dialpad integration is available to all Nutshell customers, regardless of which CRM plan you choose—from Foundation to Enterprise. Simply connect through your phone settings to start logging calls automatically.
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Does the Nutshell-Dialpad integration involve additional costs?
No. Integration access is included free with all Nutshell subscriptions. There are no setup fees or hidden charges. The only requirement is a Pro or Enterprise Dialpad account on the Dialpad side.
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What other phone systems integrate with Nutshell?
Nutshell integrates with RingCentral, Aircall, CallRail, and Kixie in addition to Dialpad. All phone integrations offer automatic call logging and AI-generated call summaries. You can connect the provider that fits your team’s workflow.
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Can I connect multiple phone systems at the same time in Nutshell?
Yes. Teams using multiple phone providers can connect them all to Nutshell. Simply head to your phone settings and configure each provider separately. Calls from any system will log automatically and appear in your CRM.
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Where can I find other integrations available for Nutshell?
Visit the Nutshell integrations page to explore our marketplace. You’ll find over 50 instant integrations (including phone, accounting, scheduling, and more) organized by category. Integrations are included free with all plans and can be set up directly within your Nutshell account.
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Is the Dialpad integration now available as an instant integration?
Yes! Dialpad is now an instant integration with Nutshell, meaning one-click setup with no complex configuration needed. Nutshell handles all the backend work—you simply authorize and start logging calls immediately. This is faster and easier than App Marketplace integrations.
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How quickly can I set up the Dialpad instant integration?
The Dialpad integration takes just minutes. Go to Settings > Your settings > Phone, find Dialpad, click Get started, authorize your Dialpad account, choose your logging preferences, and save. You’re done—no API keys, no Zapier configuration, no waiting. Start logging calls instantly.
