dialnote connects with 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 four main categories of integrations:
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.
Start with your CRM
If you're new to dialnote integrations, start by connecting your CRM. This gives you the biggest time savings—call logs and recordings sync automatically without any copying and pasting.
How Integrations Work#
dialnote integrations connect at the organization level using one of three methods, depending on the provider:
- OAuth — 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:
- One CRM connection per provider — Connect each CRM once and it works for your whole team
- Phone-level control — Choose which phone numbers sync to which CRMs
- 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— Recording URLs and transcriptsnote.created— Notes added by your team during or after calls
Getting Started#
Setting up an integration takes about 2 minutes:
- Go to Settings → Integrations
- Click Connect next to your platform
- Authorize dialnote (CRM) or paste an API key (scheduling)
- Select which phone numbers should sync data (CRM)
Once connected, you'll see a green "Connected" badge. You can configure event settings and per-number sync rules from the configuration panel.
Admin permissions
Only workspace owners and admins can connect integrations. Team members can use integrated features but can't modify connection settings.
Integration Types#
CRM Integrations#
CRM integrations sync your call activity to contact records automatically:
- HubSpot — Creates timeline activities on contact and deal records
- Salesforce — Logs calls as activities on leads, contacts, and opportunities
- Pipedrive — Adds call notes to person and deal timelines
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.
Scheduling needs an AI agent
Connecting a scheduling provider just stores the credentials. To actually book meetings, add a Check availability or Book Meeting action to an agent — see AI Agent Tools.
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
Configure both in Settings → Webhook Management. Each webhook delivers one event type (call logs, call recordings, or notes) and includes a 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 scoped API keys and read-only keys to pull data into your own apps and scripts
- MCP — Connect Claude, Cursor, and other AI assistants over MCP with a read-only key
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 and syncing data
- Configuration needed — Connected but no phone numbers enabled
- Error — Token expired or API issue (click to 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.
Disconnecting removes sync
When you disconnect a CRM, call data stops syncing immediately. Reconnecting creates a fresh connection—it won't backfill calls that happened while disconnected.