FinDash Docs · Reviewed 2026-08-09
Dialpad Integration
Connect a firm Dialpad API key for live webhooks and historical communication sync.
Connect the Firm Key
A firm admin opens Firm Settings → Phone & Messaging → Dialpad, enters the firm-level Dialpad API key, and connects the provider. FinDash validates the credential and configures webhooks for new communication.
Live and Manual Sync
Webhooks keep new Dialpad activity current. Use Sync now to backfill supported historical data or recover after a webhook interruption, then review Connection health and the last sync time.
Data in FinDash
The integration can sync calls, SMS messages, recordings, and transcripts exposed by the Dialpad account. Communication is matched to client records using available phone data; select View communication history to open Phone & Messaging History.
Permissions and Troubleshooting
Only firm admins can configure or disconnect Dialpad. If Sync now fails, confirm the API key and webhook status, then retry; a connected badge alone does not prove every optional recording or transcript is available.
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