Make and track Dialpad calls inside LeadCenter—with recordings, transcriptions, and inbound lead capture tied to the right client record automatically.
With Dialpad connected, LeadCenter keeps call activity tied to the right contact or lead—so context and follow-ups live in the CRM, not in a separate phone system
Automatically Capture Leads from Inbound Calls
When someone calls from a number that isn’t already in LeadCenter, the Dialpad integration can automatically create a new lead—so opportunities don’t slip through the cracks.
Click-to-Call from the Client Record
Call leads, prospects, and clients directly from LeadCenter contact records using Dialpad—keeping your calling workflow inside the CRM.
Completed Dialpad calls sync into LeadCenter automatically. When Dialpad recordings/transcriptions are enabled, LeadCenter surfaces them on the call record so your team can review conversations quickly.
No. You can place calls from Dialpad directly or initiate calls from Dialpad inside LeadCenter. Once connected, completed Dialpad calls are automatically logged in LeadCenter and linked to the right contact whenever possible.
When Dialpad recordings and transcriptions are enabled, LeadCenter can surface recordings and transcriptions on the related call record for quick review.
Yes. Dialpad calls from unknown numbers can automatically create new leads, while known numbers are matched to existing contacts.
It connects Dialpad to LeadCenter so call activity is synced automatically, calls can be initiated from contact records, and call context stays tied to the CRM record.
Bring Dialpad calling into your CRM workflow
Capture inbound leads, log every conversation automatically, and keep recordings and transcriptions tied to the right client record—inside LeadCenter.
Automate your marketing, sales, and operations processes and increase your lead-to-business conversion rates with a fully automated platform designed specifically for financial advisors.
