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How to Add Additional Dialpad Numbers to Existing Integration (CRM)

Overview

Learn how to add additional receiving phone numbers to your existing Dialpad integration so that calls to new numbers will also create leads in your Dazos CRM.

Before You Begin

  • Ensure you have an existing Dialpad integration already configured in Dazos CRM.

  • Verify you have administrative access to your Dialpad account.

  • Confirm the new phone number is available and ready to be added as a tracking number.

Steps

  1. Access Your Dialpad Account
    Log in to your existing Dialpad account using your administrative credentials.

  2. Add the New Tracking Number
    Navigate to your phone number management section in Dialpad and add the new number as a tracked number in your account.

  3. Configure Number Settings
    Ensure the new tracking number has the same configuration as your existing numbers that are already creating leads in Dazos.

Verification / Expected Result

Once you've added the new tracking number to your Dialpad account, all tracking numbers associated with your account should be able to create leads in Dazos CRM automatically.

The new number will work with your existing integration without requiring any additional configuration in Dazos CRM.

Important Notes

šŸ’” Tip: No changes are needed in your Dazos CRM settings. The existing integration will automatically recognize and process calls from all tracking numbers in your Dialpad account.

āš ļø Note: Make sure the new number is properly set up as a tracking number in Dialpad, not just a regular phone number, to ensure it integrates properly with your CRM.

Related Resources

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