--- title: "Dialpad + Filevine" slug: "dialpad-filevine" updated: 2026-03-31T23:05:48Z published: 2026-03-31T23:05:48Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.dialpad.com/llms.txt > Use this file to discover all available pages before exploring further. # Dialpad + Filevine The integration of Filevine with Dialpad improves the experience and efficiency for Dialpad users by facilitating a direct connection with Filevine CRM. This feature allows Dialpad users to associate calls with a Contact Project resource in Filevine directly from the Dialpad interface, eliminating the need to toggle between platforms. It enables agents to search for a Contact by phone number, name, or email, view contact information, and access related Projects directly from the Dialpad widget. Once a call ends, the pertinent call details are automatically recorded in the corresponding Project in Filevine. > [!NOTE] > Who can use this > > Admins must enable this feature. All users can use this on any Dialpad license, with options to activate it at various levels: > > > > - Company-wide activation: All users within the account will have access to the integration. > - Office-specific activation: Only users in a designated office will have access. ## Enable Filevine in Dialpad To enable Filevine in Dialpad, go to your Dialpad **Admin Settings**. 1. Navigate to **My Company**> **Integrations** > [!NOTE] > Note > > If you want to enable Filevine for a specific office, select **Office Settings** > **Integrations**. ![View of the integrations list page. The options for AI Event Hub are highlighted.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/aeh-connect.jpeg) 2. Navigate to the **AI Event Hub** integration and select **Options** > **Manage Extension** > **Enable** ![The AI Event Hub settings page. The option to enable the integration is highlighted.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/image-1774044560684.png) 3. Select **Save Changes** 4. Return to the Integrations page and navigate to the **AI Event Hub** integration again 5. Select **Options** > **Connect / Reconnect** 6. Select **Filevine** as your CRM, then select **Next** ![View of setting up your Filevine integration. You have the option to select which CRM you want as the first step of the configuration.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/select-crm.jpeg) 7. Choose a connection to use for activation > [!NOTE] > Note > > You can either create a new connection or utilize an existing one. > > > > To create a new connection: > > 1. Select **Create New Connection** > 2. Enter the credential parameters for Filevine. You may need to reach out to Filevine support to obtain these credentials. > > ![View of the Create Connection window. There are various fields to fill in when creating a new connection for the integration.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/fv-connection-params.jpeg) > 3. Once the form is filled in, select **Create** ![View of the Filevine integration setup window. The option to select a connection as the second step is shown.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/select-connection.jpeg) 8. After selecting the connection, set up the integration and define features such as call logging ![View of the integration setup window. For step 3, you can select an option to log calls.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/configure-integration.jpeg) > [!NOTE] > Note > > Additional settings for creating a new Contact or Project can also be configured, but these fields are optional. > > ![An optional configuration window appears during integration setup. This allows you to create contacts and projects during calls.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/fv-configuration-params.jpeg) > > You can select which call events trigger the addition of a configuration. These triggers include: > > - **Hangup**: When the call ends. > - **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. > > The **View Documentation** option displays Filevine Help documentation. 9. Once complete, select **Review and Finish** ![View of a completed integration setup window. The option to review and accept the settings is highlighted.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/fv-configuration-completed.jpeg) To show the widget in your Dialpad sidebar, navigate to your Dialpad **Admin Settings**. 1. Select **Office Settings** > **Integrations** 2. Select **Options** > **Manage Settings** ![View of the Integrations page, with a list of integrations. The Info Hub options are highlighted.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/ih-connect.jpeg) 3. Select **Enable Info Hub** 4. Under Template, select **Manage Contact Resources** ![View of the Info Hub settings page. The options to enable the integration and choose a template are highlighted.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/ih-template-select.jpeg) 5. Select **Save Changes** Your Filevine integration is now established. Look for the InfoHub widget in the sidebar to verify a successful connection to Filevine. ## Using the Integration Agents can access the integration via the "InfoHub" widget in the integrations sidebar. ### Search contacts Search for Filevine contacts by entering their phone number, email, or name in the **Search** field. ![View of the Info Hub widget in Dialpad.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/fv-ih-search.jpeg) ### Create a new contact Create a new contact that isn’t available in Filevine. To create a new contact in Filevine: 1. Search for a name, email or phone number 2. Select **Create new contact** 3. In Filevine, enter the contact information in the required fields 4. Select Save ### Match a contact Selecting “Match” allows you to view the contact details while linking the current Dialpad Contact to the Filevine Contact. To match a contact in Filevine: 1. Search for a name, email, or phone number 2. Select **Match** next to the contact 3. Select the contact to match with 4. Select **Merge** If you need to unmatch a call instance from a contact: 1. Search for contact (name, email, or phone number) 2. Select **Rematch** 3. Choose which instance to unmatch from the contact (based on contact ID) ![View of projects in the Info Hub integration.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/fv-ih-contact-details.jpeg) > [!NOTE] > Note > > Contact details will be displayed in a list, and associated Projects will appear at the bottom. ### Connect to a project Connect to and view project details in Filevine. To search for and connect to a project during a call: 1. Search for a contact (name, email, or phone number) 2. Select the project listed in their contact details 3. If the call isn’t connected to the project, select **Connect project** ![View of a project and its details during a call in the Info Hub integration.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/fv-ih-contact-resource-details.jpeg) > [!NOTE] > Note > > This is available only during an active call. ## Troubleshooting If you experience issues with call logging where the AI Recap indicates that “Summaries are currently not generated for short calls or voicemails,” be aware that AI Recap generation requires around 2 minutes and at least 50 words of recognized speech from the call. ## Frequently asked questions ### How long does it take for a call to show in Filevine? Depends on the integration enablement type. If using Event Task Queues, the call logging will happen about 3 minutes after hang-up. Otherwise, it will happen at hangup. We recommend using Event Task Queues despite the delay, as they provide greater consistency. ### Can I ask my CSM/PM to proxy the admin configuration for me? No, this needs to be done by an admin of your company and cannot be proxied. ### What fields are taken into account for matching the Filevine record? Integration relies on the phone number, name or email set in Filevine for the contact. When an agent searches for a Filevine contact, the system returns any contacts that match any of those fields with the input value. ### What information gets logged in a typical call log? Call log information typically includes: - Incoming call phone number to agent phone number, including who answered the call - Call duration - Link to the call summary and the recording ![View of a call log example.](https://cdn.us.document360.io/0f28ad44-2863-4372-a27e-c6728808d742/Images/Documentation/fv-call-log-example.jpeg) ### Where is the data written in Filevine? Call logging in Filevine occurs when a new Project Activity record is created. ### Is there any configuration needed on the Filevine end? The Filevine integration is Dialpad-sided, meaning configuration is handled on the Dialpad side. No configuration needed on the Filevine side.