CRM Integrations

dialnote connects with popular CRM platforms so your call data flows automatically. No more copying call notes or manually logging activities—everything syncs in the background while you focus on conversations.

Supported CRMs#

dialnote integrates with three major CRM platforms via OAuth authentication:

How CRM Sync Works#

Once connected, here's what happens automatically:

1. Calls complete → dialnote sends call data (duration, direction, outcome) to your CRM
2. Recordings finish → Recording links and transcripts sync to the contact's timeline
3. Contacts import → With auto-sync enabled, CRM contacts import into dialnote every 6 hours

The sync runs per phone number. You can enable CRM sync on some numbers while keeping others private—useful if you've got personal lines mixed with business lines.

Sync is one-way for each direction: contacts flow from your CRM into dialnote, while call activity flows from dialnote into your CRM. dialnote doesn't create new contacts in your CRM and doesn't push contact edits back.

Connecting Your CRM#

Getting connected takes about a minute:

1. Go to Settings → CRM Integration
2. Find your CRM and click Connect
3. Sign in to your CRM account when prompted
4. Grant dialnote the permissions it needs
5. You'll return to dialnote with your CRM connected

Configuring Event Settings#

After connecting, choose what data to sync:

• Sync call logs — Sends call completion data (who called, how long, what happened)
• Sync call recordings — Sends recording links when recordings finish processing
• Disable CRM sync — Keeps the connection but pauses data syncing

You'll find these options in Settings → CRM Integration → [Your CRM] → Event Settings.

Phone Number Selection#

Not every phone number needs CRM sync. After connecting your CRM:

1. Open Settings → CRM Integration → [Your CRM]
2. Scroll to the Phone Numbers section
3. Toggle the switch next to each number you want synced

Numbers you don't toggle won't send any data to that CRM. This gives you fine-grained control over what gets logged where.

Auto Contact Sync#

Want your CRM contacts available in dialnote? Enable auto-sync:

1. Go to your CRM's settings page in dialnote
2. Find Auto Contact Sync and toggle it on
3. Contacts sync every 6 hours automatically

When auto-sync runs, it:

• Creates new contacts in dialnote for CRM contacts you don't have
• Updates existing contacts if CRM data changed
• Skips duplicates based on phone number matching

You'll see the last sync time displayed so you know data's flowing.

Disconnecting a CRM#

If you need to remove a CRM connection:

1. Go to Settings → CRM Integration → [Your CRM]
2. Click Disconnect in the top right
3. Confirm when prompted

Disconnecting removes all sync settings for that CRM. Historical data already synced to your CRM stays there—dialnote doesn't delete anything from your CRM. Your per-number toggles are remembered, so reconnecting later picks up where you left off.

Troubleshooting#

A few things to check if data isn't flowing:

• Calls aren't showing in the CRM — Confirm the phone number is toggled on, the right event type is enabled, and the caller exists as a contact in your CRM.
• Recordings aren't syncing — Recording sync needs call recording turned on for that number, and recordings sync only after processing finishes.
• Contacts stopped importing — Auto Contact Sync runs every 6 hours. dialnote keeps trying on the next run if a sync partly fails, so give it a cycle before reconnecting.

dialnote refreshes your CRM login automatically in the background. If a connection breaks for good, disconnect and reconnect to re-authorize.

Next Steps#

Ready to set up a specific CRM? Check out the detailed guides:

• HubSpot Integration — Connect your HubSpot account
• Salesforce Integration — Set up Salesforce sync
• Pipedrive Integration — Configure Pipedrive logging