Third-Party Integrations

dialnote connects with Slack, your favorite CRM platforms, calendar tools, and automation services. Sync call data, log activities, and trigger workflows, all without manual data entry.

Supported Integrations#

dialnote offers five main categories of integrations:

Slack: Post every incoming call and text to a Slack channel per phone number, with the AI summary when there is one and a link back to the conversation. Calls can also go to a channel by AI call tag.

CRM Platforms: Sync calls and contacts with HubSpot, Salesforce, and Pipedrive. Call logs, recordings, and notes automatically appear in your CRM timeline.

Calendar Tools: Let your AI agents check availability and book meetings directly through Calendly or Cal.com during calls.

Automation Tools: Connect to 5,000+ apps via Zapier or send events to custom webhook endpoints for any integration you need.

Webhooks: Build custom integrations by receiving call events (completions, recordings, notes) at your own endpoints.

Integrations aren't on the Solo plan. HubSpot, Zapier, and Calendly start on Team. Slack, Salesforce, Pipedrive, webhooks, and API access need Business or Pro.

How Integrations Work#

dialnote integrations connect at the organization level using one of three methods, depending on the provider:

• OAuth: Slack and CRM platforms (HubSpot, Salesforce, Pipedrive)
• API key: Scheduling providers (Calendly, Cal.com)
• Webhooks: Custom endpoints and Zapier

Here's what an org-level connection means in practice:

1. One CRM connection per provider: Connect each CRM once and it works for your whole team
2. Phone-level control: Choose which phone numbers sync to which CRMs
3. Event-based sync: Data flows when calls complete, recordings finish, or notes get created

The available events you can sync include:

• call.completed: Basic call data (duration, direction, participants)
• call.recording.completed: A link to the call in dialnote, plus the AI transcription summary
• note.created: Notes added by your team during or after calls

Getting Started#

Setting up an integration takes about 2 minutes:

1. Go to Settings → Integrations
2. Click Connect next to your platform
3. Authorize dialnote (CRM) or paste an API key (scheduling)
4. Select which phone numbers should sync data (CRM)
5. For a CRM, open Configure and tick at least one event under Event Settings. Every event starts off (and again after you reconnect), so nothing syncs until you do.

Once connected, you'll see a green "Connected" badge. You can configure event settings and per-number sync rules from the configuration panel.

Integration Types#

Slack#

Slack gets your team the call the moment it matters, in the channel they already watch:

• A channel per phone number: Answered and missed calls, voicemails, and texts on your sales line post to #sales, your support line to #support
• A channel per AI call tag: Calls tagged, say, "urgent" or "billing" go to their own channel instead
• One complete message per call: Caller, outcome, duration, the AI summary when there is one, and an Open in dialnote link

Owners and admins connect it from Settings → Integrations → Slack by picking a channel for each number. See Slack for setup and what each message contains.

CRM Integrations#

CRM integrations sync your call activity to contact records automatically:

• HubSpot: Logs calls and notes on the caller's contact record
• Salesforce: Logs calls as completed tasks on the caller's contact record
• Pipedrive: Logs calls as activities and notes on the caller's person record

See CRM Integrations for setup guides.

Calendar Integrations#

Calendar integrations let your AI agents check availability and book meetings during calls:

• Calendly: Check availability and book meetings during AI calls
• Cal.com: Same capabilities with Cal.com's scheduling platform

Connect these from Settings → Integrations under the Scheduling section. Click Connect, paste the provider's API key, and give it a label. You can connect more than one account per provider and rename or disconnect them later.

Webhooks & Zapier#

For custom workflows, use webhooks:

• Zapier: Connect to 5,000+ apps with a single API key
• Custom Webhooks: Send events to any HTTPS endpoint

The Zapier app signs in with an API key an admin creates in Settings → API Keys. Set up custom webhooks (or a Zapier catch-hook URL) in Settings → Webhook Management. Tick any combination of events on a single webhook (call logs, call recordings, inbound SMS, inbound MMS, notes), and use the test button to verify your endpoint.

API Access & MCP#

Want to pull data into your own app or an AI assistant? dialnote has a public API:

• API Access: Create full-access or read-only API keys to pull data into your own apps and scripts
• MCP: Connect Claude and other AI assistants over MCP by signing in with your dialnote account

Create and manage keys in Settings → API Keys. Read-only keys are the safe default for any key you hand to third-party software or an AI agent.

Managing Connections#

Connected integrations show their status on the integrations page:

• Connected: active. If no numbers are on yet, it says "No numbers synced yet"
• Retrying: deliveries are failing but still being retried
• Reconnect needed: the token was revoked (click Reconnect)
• Not syncing: switched off after repeated failures (click Reconnect)
• Paused: switched off manually (click Reconnect)

To disconnect an integration, open its configuration panel and click Disconnect. This stops all data sync immediately but doesn't delete historical data from the external platform.

Next Steps#

• Set up your CRM integration
• Connect Calendly for AI scheduling
• Create webhooks for custom workflows

The full list of tools dialnote connects to is on the integrations page.