Getting Started with Dialpad

Follow these steps to connect your Dialpad and automate your tasks effortlessly.

Step 1: Select Dialpad from viaSocket’s Library of Apps

Find Dialpad: Use the search bar to locate Dialpad from the list of available apps.

Select Dialpad: Click on Dialpad to begin the integration process.

Step 2: Authenticate

Authentication Prompt: After selecting Dialpad, viaSocket will prompt you to authenticate your Dialpad account.

Log In to Dialpad: If you are not already logged in, you will be asked to log into your Dialpad account.

Map Data Fields, Test and Save

• Ensure that data from the triggering app is correctly mapped to the fields in Dialpad.

• Before finalizing, run a test to ensure everything is set up correctly. 

• Once you are satisfied with the test results, save your step.