FinDash Docs · Reviewed 2026-08-09
Phone & Messaging Integrations
Choose one firm phone provider and keep supported communication attached to client records.
Choose One Provider
Open Firm Settings → Phone & Messaging. The Communication Hub instruction is Connect one phone provider: confirm live sync health and keep supported calls, texts, recordings, transcripts, and meeting activity attached to the right client records.
Supported Providers
Current provider sections are Quo, GoTo, CurrentClient, Dialpad, RingCentral, Intulse, Vonage, and Zoom. Capabilities differ: some providers supply calls and SMS, some include recordings or transcripts, CurrentClient also supports contact/date-field sync, and Zoom covers meetings plus optional Zoom Phone.
Admin and View-Only Access
A firm admin must connect, disconnect, or manually sync a provider. Teammates with view-only access can review connection health and communication history but cannot change credentials or provider configuration.
Review Communication History
Select View communication history or open Phone & Messaging History to review synced activity. Client matching depends on provider phone numbers and contact data, so verify the client association before relying on the record for service or compliance follow-up.
Provider Data Boundaries
FinDash can only sync data the connected provider, account license, permissions, and retention window expose. A successful connection does not guarantee recordings or transcripts exist for every call. Keep the provider system as the place to configure phone service and sending behavior unless a guide explicitly says otherwise.
Open this guide in FinDash Docs