Sync your business phone to other tools you use
Connect dialnote with your CRM, scheduling, and automation tools. Eliminate manual data entry and turn every call into actionable insights.
Where one call travels
Hang up, and the work is already done: the call logs itself to your CRM with a summary and tags, the meeting is on the calendar, your zaps fire, and your own systems get a signed webhook. That's dialnote's integration layer, in one picture.
HubSpotCall logged to Ana's contact
Summary, tags, recording link
CalendlyDelila booked it mid-call
Thu · 3:00 PMTrigger: new call log
→ Slack, Sheets, 5,000+ apps
{"event":"call.completed"}
Signed (HMAC)
Everything dialnote plugs into
Native CRM and calendar syncs, automation platforms, a REST API, and an AI (MCP) surface, each shown with the plan it ships on.
CRM
Scheduling
Automation
What lands in your CRM after every call?
One clean activity on the matching contact: direction, duration, outcome, the AI summary and tags, and a link to the recording. Notes sync too, and dialnote can pull a contact list from your CRM so callers are recognized from day one. No more forgetting to log calls or losing track of conversations. HubSpot starts on the Team plan; Salesforce and Pipedrive join on Business.
HubSpotCRMConnected2 min ago
“Asked about Team pricing; wants a follow-up Thursday.”
🏠 Front desk syncs here
Can callers book while they're on the phone?
Yes. Connect Calendly or Cal.com and your AI voice agent checks real availability and books meetings during the call. No back-and-forth, no double-booking, and every meeting lands on the right calendar automatically.
Calendly · Cal.comlive availability during the callConnectedDelila offered the two open slots mid-call; Ana took Thursday.
What can Zapier set off?
Every finished call and every new recording can trigger a zap: create follow-up tasks, post to Slack, update a sheet, reach 5,000+ apps. Make and n8n connect through webhooks and the REST API for multi-step workflows. Zapier starts on Team; the webhook-powered platforms come with Business.
Create the follow-up task
Notify the team in Slack
Add a row to the sheet
→ 5,000+ apps · Make & n8n connect via webhooks
Building something custom?
Webhooks push signed events (call completed, recording ready, note created) to as many endpoints as you like, with per-event filtering and one-click test delivery. The REST API covers contacts, calls, recordings, conversations, messages, and reports across 41 endpoints, with interactive docs you can try in the browser. API access and webhooks come with Business and Pro.
call.completed
call.recording.completed
note.created
Signed: X-DialNote-Signature
Can ChatGPT or Claude read your call data?
Yes. dialnote runs a hosted MCP server, so assistants like ChatGPT, Claude, and Cursor connect with a URL and an API key and read your call history, transcripts, summaries, and contacts. It's read-only: the assistant reasons over your data, dialnote serves it, and nothing gets changed.
What did Ana ask about on her last call?
She asked about Team pricing and wants a follow-up Thursday.
Read from dialnote · Ana Flores, call summary
Try every integration free for 10 days
Per-user tools charge for every hire. dialnote doesn't.
$49/mo per team
Add 2 people or 20. Same bill.
- Unlimited users: contractors, seasonal staff, whole departments
- AI front desk included
- Keep your number, we port it for you
No credit card required · Just you? Solo is $19/mo for one user.
Monthly cost as your team grows:
RingCentral list price, before the add-ons dialnote includes. See the full breakdown
One shared pool of calling minutes · AI minutes billed as you use them · Prices in USD, regional pricing on the pricing page
Frequently asked questions
Everything you need to know about dialnote integrations
Ready to connect your business phone?
Join the 100+ teams running their calls through dialnote, and plug the phone into the tools you already use.
