Integrations · Telephony

MatchMaker + Dialpad

Caller pop-ins, automatic call logging and AI call summaries.

Dialpad is a cloud phone system with built-in AI. Connected to MatchMaker, every call can be matched to the right record and logged automatically, so consultants spend less time writing up notes.

What the integration does

See who's calling with Dialpad pop-ins, which can be turned off for individual consultants

Create contact log entries for calls automatically, with a configurable time limit

Pull long-form AI call summaries from Dialpad into MatchMaker

If Dialpad isn't for you, consider Ringover

Caller lookups, call tagging and two-way SMS.

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