Avoma Dialpad integration: Automatically capture every call with transcripts, notes, and CRM logging

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Avoma’s Dialpad integration automatically imports your Dialpad calls into Avoma with recordings, transcripts, AI notes, CRM logging, and coaching insights—so teams review faster, keep CRMs clean, and improve call quality without extra admin.

With Dialpad + Avoma, calls become as actionable as your meetings: fully transcribed, summarized in your format, logged to your CRM, and analyzed for coaching.

Enable the Dialpad integration to get complete visibility across calls and meetings in one place.

What you can do with the Avoma Dialpad integration

• Automatically sync Dialpad calls into Avoma with recordings and searchable transcripts
• Generate AI notes for every call based on your playbooks and talking points
• Log call summaries to CRMs like HubSpot and Salesforce—without rep effort
• Coach sales and operations teams at scale with custom scorecards and insights
• Track the full customer journey across calls and meetings in one workspace

Dialpad call transcripts in Avoma

Every Dialpad call is captured in Avoma with a full recording and accurate, searchable transcript.

Use transcripts to:

• Review calls in minutes instead of replaying full audio
• Jump to key objections, needs, and commitments instantly
• Share exact customer context across teams

AI notes from Dialpad calls using your templates

Avoma generates structured AI notes from each Dialpad call in the format your team needs—built around your checklist of must-cover points.

Use AI notes to:

• Eliminate post-call note-taking
• Ensure consistency across reps and teams
• Capture outcomes, objections, and next steps reliably

Automatic CRM logging for Dialpad calls (HubSpot, Salesforce, and more)

Avoma can automatically push Dialpad call notes and outcomes into leading CRMs like HubSpot and Salesforce.

Sync includes:

• Call summaries
• Custom key fields and topics
• Action items and follow-ups

This keeps your CRM current and accurate without manual entry.

Coaching and quality assurance for Dialpad calls

Avoma turns Dialpad calls into coaching data you can act on quickly.

You can:

• Create scorecards by call type (sales, ops, support, etc.)
• Automatically check whether reps hit required talking points
• Measure performance trends across reps and teams
• Surface coaching opportunities early with conversation insights

Instead of reviewing random recordings, you get consistent quality signals across all calls.

Avoma + Dialpad use cases by team

Sales teams using Dialpad

• Confirm reps follow discovery and qualification flows
• Standardize what gets captured on every call
• Reduce admin work after high-volume dialing blocks
• Coach against objective scorecards, not gut feel

Operations, support, and customer service teams

• Capture every service call with transcript + recording
• Generate notes tailored to CX workflows
• Review quality without listening to full calls
• Coach service calls using separate scorecards

Sales leaders and managers

• QA calls fast using transcripts + notes
• Spot missed talking points, weak objection handling and deal risks early
• Track rep improvement over time
• Build call libraries and playlists for onboarding

RevOps and leadership

• Ensure phone calls are recorded alongside meetings
• Improve CRM hygiene with automated logging
• Get reliable visibility across the customer journey
• Scale coaching without scaling call audits

How the Dialpad integration works with Avoma

Once enabled for your organization:

• Dialpad calls sync automatically into Avoma for all matching users
• Avoma generates transcripts, notes, insights, and CRM updates automatically
• Reps don’t need to install anything or change how they dial

Dialpad integration capabilities in Avoma

What syncs from Dialpad to Avoma:

• call recordings
• transcripts
• call metadata (participants, time, duration, disposition where available)

What Avoma adds:

• AI summaries and custom note templates
• scorecards and coaching insights
• searchable call library and playlists
• trends across calls and teams

What Avoma logs to your CRM:

• structured call notes and outcomes
• action items and next steps
• links to recordings and transcripts
• Two-way sync and custom field mapping for HubSpot, Salesforce, and other leading CRMs

Dialpad + Avoma integration FAQs

How quickly do Dialpad calls appear in Avoma?
Calls sync automatically on a rolling basis, so they show up shortly (approx 30 mins) after the call ends.

Do reps need to set anything up?

No, this is a one-time, organization-wide setup. Once the integration is enabled, calls sync automatically. See here for Avoma-Dialpad integration setup instructions.

Can we customize notes and scorecards for different teams?
Yes. You can create different templates and scorecards by call type and department.

Will Avoma change anything in Dialpad?
No. The integration is read-only and only retrieves call data.

What if some users use different emails across Dialpad and Avoma?

If some users have different email addresses in Dialpad and Avoma, their calls won’t sync automatically because the integration matches users based on email. To resolve this, create a mapping list that pairs each user’s Dialpad email with their corresponding Avoma email and share it with your Avoma contact. Once these mappings are configured, call syncing will work as expected for those users.

Can we disable the integration later?
Yes. You can revoke access in Dialpad or ask Avoma to disable it.

Enable Dialpad call sync in Avoma

Connect Dialpad to Avoma to capture every call with transcripts, AI notes, CRM logging, and coaching insights, so teams spend less time on admin and more time improving conversations.

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