Before You Begin
Admin Access: Ensure you have Administrator permissions in your DAZOS CRM instance.
Dialpad API Key: You must have a generated API Key from your Dialpad account.
Outbound User: Identify the specific Dialpad user account that will be used for outbound calling.
Steps
1. Navigate to CRM Settings
Log in to your DAZOS CRM customer instance. From the main dashboard, click on Settings in the left-hand navigation menu, then select CRM Settings.
2. Access VoIP Configuration
Scroll to locate the VoIP Settings section. Click to open it, then select the Dialpad tab to view the integration options.
3. Enter Credentials
Click the Edit button to unlock the settings. Enter the following mandatory information:
API Key: Paste the key generated from your Dialpad account.
Dialpad User: Select the designated user for outbound calls (required for connectivity).
Click Save to apply these credentials.
⚠️ Note: Ensure there are no trailing spaces when pasting your API Key.
4. Map Calling Fields
Locate the field mapping section within the Dialpad tab. You must map the DAZOS CRM fields to the corresponding Dialpad data points to ensure leads are created correctly.
Configure the rows as follows:
DAS CRM Field | Dialpad Field / Data Point |
Primary Phone | Contact Form Field |
Caller First Name | Contact ID Field |
Call Transcript | Transcription Text |
Lead Source | Agent Type |
Last Name | Contact Type |
Assign To | Agent Name (Agent who took the call) |
Verification / Expected Result
To verify the integration, make a test call through Dialpad.
Success State: A new lead should appear in the Leads section of DAZOS CRM. All fields (Phone, Name, Transcript, etc.) should be populated based on the mapping above.
Troubleshooting / Common Errors
Integration Failed: Check that the API Key was copied correctly. If the key has expired or was regenerated in Dialpad, you must update it here.
Leads Not Creating: This usually indicates incomplete field mapping. Ensure all fields listed in Step 4 are mapped.
"Permission Denied" Error: Confirm that your DAZOS CRM user profile has permission to edit VoIP settings.