Integration with Dialpad

You need a Super User role to access this module, please contact your administrator to assign this role to you. You must have admin permission in the Dialpad account. You cannot connect multiple Dialpad accounts to Recruitly, but multiple users in a single Dialpad account can use the integration once the account is connected.

Please download the Dialpad extension by clicking here

Click on Apps > Available apps or Click here to navigate to the page

You’ll be prompted to grant permission for Recruitly to access your Dialpad account. Click Allow.

You’ll be redirected back to Recruitly, where you’ll see Dialpad appear under Connected Apps. Click Configure to review your integration details.

Under configuration page

Map your Dialpad users to Recruitly users. Click on the “Update Mapping” button once done. This is a mandatory step, without which your integration will not work.
Configure how you want the Outbound and Inbound calls to be logged within Recruitly. Click on the “Update Activity” button once done. This is also a mandatory step, without which your integration will not work.

Once you have successfully configured user mapping and activity type mapping you will start to see all calls you receive/make added as Progress Notes in the corresponding records.

Uninstalling the Dialpad integration

Click on the Apps tab.
You should see Dialpad under your Connected Apps tab.
Click on the Uninstall button.
You’ll be prompted to confirm the uninstallation. Click “Yes, Uninstall Dialpad“.
This will uninstall the integration from Recruitly.
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