When your phone system and helpdesk work together, support tickets get the full picture — call recordings, transcripts, and AI summaries all attached automatically. dialnote is building direct integrations with the most popular helpdesk platforms so your team can stop copying information between tools.
Coming soon
Direct helpdesk integrations are currently in development. You can connect dialnote to your helpdesk today using webhooks or Zapier — see the workaround section below.
Planned Integrations#
dialnote will support direct connections with these helpdesk platforms:
- Zendesk — Automatically create and update tickets from calls, attach recordings and transcripts, and sync contact data between systems. Available on Plus plans and above.
- Freshdesk — Log calls as ticket activities, push AI summaries to ticket notes, and keep customer records in sync. Available on Plus plans and above.
- Zoho Desk — Link call history to support tickets, attach transcripts, and sync contacts with your Zoho Desk account. Available on Plus plans and above.
- Intercom — Connect phone conversations with Intercom chats, attach call data to customer profiles, and create conversations from calls. Available on Plus plans and above.
Each integration will support automatic syncing of call data, recordings, transcripts, and AI-generated summaries directly into your helpdesk tickets.
Connect Today with Webhooks#
You don't have to wait for native integrations. dialnote's webhook system sends real-time call data that you can route to any helpdesk platform right now.
What gets sent:
call.completed— call details, duration, direction, and participantscall.recording.completed— recording URL and transcript datanote.created— notes added to conversations
Go to Settings → Webhooks to set up a custom webhook endpoint. Your helpdesk platform's API can receive these events and create or update tickets automatically. Check out the webhooks documentation for setup details.
Connect with Zapier#
For a no-code option, use dialnote's Zapier integration to connect with your helpdesk:
- Create a Zap with dialnote as the trigger app
- Pick your trigger — new call completed, new recording, or new note
- Choose your helpdesk as the action app (Zendesk, Freshdesk, Intercom, and Zoho Desk are all available on Zapier)
- Map the fields — route call data, transcripts, and summaries to the right ticket fields
This approach works today and doesn't require any coding. You can create tickets from missed calls, attach AI summaries to existing tickets, or update customer records after every conversation.
Pro tip
Set up a Zapier filter to only create tickets for missed calls or calls tagged with specific AI call tags. This keeps your ticket queue focused on calls that actually need follow-up.
What's Next#
We're actively building these integrations. When they launch, you'll get one-click OAuth connections, automatic two-way syncing, and deeper features like ticket status updates that route calls to the right agent. Stay tuned for updates in your dialnote dashboard.