Dialpad + CV Euclid

Prev Next

Connect Dialpad with CV CV Euclid to automatically log calls to matched contacts in your CRM. This integration ensures every relevant interaction is recorded automatically, helping your team maintain accurate, consistent call records.

With the CV Euclid integration, you can:

  • Automatically match callers to contacts using phone number

  • Log calls directly to CV Euclid with key call details

  • Ensure only valid matches are logged to prevent incorrect data

Who can use this

CV Euclid is available to all users as a self-service integration on all Dialpad Connect and Support license tiers. Admins can configure the integration directly from the Dialpad integrations settings.

CV Euclid setup requirements

Before you begin, make sure you have:

  • Dialpad admin account with access to integration settings

  • CV Euclid account with an API member created for Dialpad

  • CV Euclid API credentials, including:

    • Client ID

    • Client Secret

    • Q Name

Enable CV Euclid in Dialpad

Event Hub is the engine behind this integration. It listens for call events in Dialpad and sends them to CV Euclid. To enable CV Euclid in Dialpad, go to your Dialpad Admin Settings.

  1. Select My Company

  2. Select Integrations

  3. Locate the Event Hub integration and select Options > Connect

    View of the Integrations page, with different integrations listed that are available at the company level.

    Tip

    Your Professional Services team will advise on whether to connect at the company or office level, based on your setup.

    Note

    If you don't see Event Hub in your integration list, reach out to your Professional Services team to enable it.

  4. In the setup window, select CV Euclid

    View of option to select Euclid as the CRM.

  5. Select Create new connection

    View of the window to create a new connection for the Euclid integration.

  6. Enter your CV Euclid credentials:

    • Base URL

    • Client ID

    • Client Secret

  7. Select Next

    View of the integration setup window.

  8. Configure these integration settings:

    Base settings

    These apply to the overall integration and must be configured before enabling call logging.

    Setting

    Description

    API Base URL

    The CV Euclid API endpoint used to communicate with your instance.

    Log All Calls for This Office

    Applies your call logging and screen pop configurations to all calls within the office. Required for the integration to process calls.

    Enable Task Queue

    Groups related call events (e.g., hangup, recording, AI recap) into a single ticket note instead of creating separate entries. Recommended — adds a short delay (~3 minutes) but produces cleaner, more complete logs.

    Call logging settings

    Configure these settings for call logging.

    View of the call logging settings window for setting up the Euclid integration. Various settings are shown.

    Setting

    Description

    Base URL

    The CV Euclid API endpoint used to communicate with your instance.

    Q Name

    Your CV Euclid Q Name used to associate call records correctly.

    Call Event Trigger

    You can select which call events trigger the addition of a configuration. These triggers include:

    • Hangup: When the call ends. (This is a required trigger)

    • Connected: When a call is picked up and connected to an agent.

    • Dispositions: When a call disposition is submitted for the call by an agent.

    • Recap Summary: When the recap summary is ready for the call.

    • Recap Purposes: When AI recap purposes are identified for the call.

    • Recap Action Items: When AI recap actions are identified for the call.

    Tip

    While Hangup is a required trigger, you can add Recap Summary if Task Queue is enabled and you want AI-generated call summaries included in the phone call activity.

  9. Select Review

    View of the completed integration setup configuration. The option to review the configuration is shown.

  10. Review your configuration settings, then select Save

Call logging

When a call event is triggered, Dialpad searches CV Euclid for a matching contact using the caller’s phone number.

What gets logged

These call details are logged after a call is completed.

Field

Description

Contact ID

The matched contact identifier in CV Euclid.

Email

Contact email associated with the record.

Activity

Call state such as connected or disconnected.

Call date

The date and time of the call.

How call logging works

Calls are created directly in CV Euclid using the Calls entity. Calls are logged during these scenarios:

Scenario

What happens

Single match found

Call is logged to the matched contact.

Multiple matches found

No call is logged.

No match found

No call is logged.

Troubleshooting

"CRM Not Connected" error

  • Verify your CV Euclid credentials (Base URL, Client ID, Client Secret).

  • Ensure your connection is active and correctly configured.

Call not logging

  • Confirm a valid contact match is found.

  • Calls are skipped when multiple or no matches are returned.

  • Verify your Event Hub connection is active.

Frequently asked questions

Why isn't my contact matching automatically?

Contact matching searches by phone number. Make sure the contact’s phone number in CV Euclid matches the caller ID format used in Dialpad.

Why isn’t my call being logged?

Call logging only occurs when a single contact match is found. If multiple matches or no matches are returned, the call will not be logged.

Can I control when calls are logged?

Yes. Call logging can be configured to trigger on different call events depending on your setup.