The LeadDocket integration enhances the Dialpad agent experience for law firms and legal teams by embedding a contact and lead lookup panel directly inside the Dialpad interface. During a call, agents can search for contacts in LeadDocket, browse associated legal leads, and manually link a lead to the active call — all without leaving Dialpad.
Once a lead is linked, the system automatically logs a note to that lead in LeadDocket after the call ends. The note is titled "Dialpad Call Log" and includes a call summary as well as a direct link to the call history page in Dialpad.
This integration is designed to reduce context switching and ensure that call activity is always reflected in your LeadDocket records.
Note
Call logging only occurs when an agent explicitly links a lead via the InfoHub widget before the call ends. If no lead is linked, no log is created. There is no automatic contact matching or lead creation.
Who can use this
The LeadDocket integration supports all license tiers within Dialpad. The integration can be enabled and managed by an admin user of your account.
Integration can be enabled at the following levels:
Company level: All calls across the company will have access to the InfoHub widget and call logging.
Office level: Calls routed through a specific office will have access to the integration features.
Let’s dive into the details.
Enable LeadDocket in Dialpad
Before you can use LeadDocket in Dialpad, you must enable the AI Event Hub integration first.
To enable the AI Event Hub integration, go to your Dialpad Admin Settings.
Note
The integration must be enabled at the company level before it can be enabled at the office level.
Select My Company
Select Integrations
Navigate to the Event Hub integration
Select Options > Manage Settings
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Ensure AI Event Hub is enabled
Select Manage Extension > Enable
Select Save changes
Configure the LeadDocket integration
Once you have enabled the integration in Dialpad, launch the enablement wizard to continue your LeadDocket configuration setup.
To launch the enablement wizard, go to your Dialpad Admin Settings.
Go to Integrations
Navigate to the AI Event Hub integration and select Options > Connect / Reconnect
This will redirect you to the enablement wizardSelect LeadDocket as the CRM
Select Next
Select Create New Connection or select an existing connection
Enter these details:
Parameter
Description
Base URL
The base URL of your LeadDocket API instance
API Key
Your LeadDocket API key
Note
You may need to reach out to LeadDocket support to obtain a dedicated API key for the integration.
Once the connection is created and selected, select Next
On the configuration screen, set up the features and parameters for your integration
The following options are available:
Parameter
Description
Required
UI Base URL
Base URL of the LeadDocket UI used to build lead page links displayed in the widget (e.g., https://app.leaddocket.com)
Yes
Create New Contact URL
URL for creating a new contact in LeadDocket, shown as a quick link in the widget
No
Create New Lead URL
URL for creating a new lead in LeadDocket, shown as a quick link in the widget
No
Enable Task Queue
When enabled, call logging executes ~3 minutes after hangup via task queue, allowing more complete AI content to be captured
Recommended
Select Review
Once you have finished your review, select Finish
Configure the InfoHub widget
Once the LeadDocket integration has been enabled and configured, you need to configure the InfoHub widget to display in the sidebar of your Dialpad window.
To configure the InfoHub widget, go to your Dialpad Admin Settings.
Go to Integrations
Navigate to Info Hub and select Options
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Ensure Info Hub is connected. On options dropdown, click on connect, then click on Manage Extension
On the settings page, select the template as “Manage Contact Resources”
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Select Save
The integration is now active.
Agents will see the LeadDocket InfoHub widget inside Dialpad during calls and call logs will be created in LeadDocket for any lead that is linked before hangup.
Using LeadDocket in Dialpad
InfoHub Widget
During an active call, the LeadDocket panel appears inside the Dialpad interface. Agents can use this panel to find the relevant contact and lead, then link the lead to the call before it ends.
Searching for a Contact
Use the search bar in the widget to look up a contact in LeadDocket by name, email, or phone number.
Search results display the following contact details:
Name
Email address
Phone number
Contact type
Last updated date
Browsing Leads
Select a contact from the search results to view the leads associated with that contact. Each lead entry displays:
Lead summary
Lead status
Practice area
Last activity date
Linking a Lead
Select Link next to the desired lead to associate it with the active call. This is required for call logging to work — no log will be created if a lead is not linked before the call ends.
Quick Links
If the caller is not yet in LeadDocket, the widget provides quick links to create a new contact or a new lead directly in LeadDocket (if configured).
Call Logging
After a call ends, the system automatically writes a note to the lead that was linked during the call. The note appears in LeadDocket as a user note with the title "Dialpad Call Log" and includes:
A call summary
A link to the call history page in Dialpad
When Task Queue is enabled: merged AI content, including call dispositions and AI recap
Note
The agent must link a lead via the InfoHub widget before the call ends. If no lead is linked, no call log is created.
Troubleshooting
The InfoHub widget is not appearing during calls
Verify that the integration is enabled at the correct level (company, office, or call center) and that AI Event Hub is active. Also, confirm the call is being handled through a target where the integration is configured.
A call ended, but no call log was created in LeadDocket
This almost always means a lead was not linked via the InfoHub widget before the call ended. Linking a lead is required — the integration does not auto-match contacts or leads. If a lead was linked and the log is still missing, and Task Queue is enabled, wait approximately 3 minutes, as the log may still be processing.
The widget shows search results, but no leads appear for a contact
The contact may not have any leads associated with their record in LeadDocket. Use the quick link in the widget to create a new lead directly in LeadDocket if needed.
The Call log content is incomplete, with the AI summary or disposition missing
If Task Queue is not enabled, the call log is created immediately at hangup before AI processing is complete. Enable the Task Queue option so that the log is created approximately 3 minutes post-hang-up with fully merged AI content.
The "Create New Contact" or "Create New Lead" links are not showing in the widget
These links only appear if the corresponding URLs are configured during integration setup. Go back to the integration configuration and set the Create New Contact URL and/or Create New Lead URL parameters.
Lead links in the call log or the widget point to the wrong URL.
Verify that the UI Base URL configuration parameter is correctly set to your LeadDocket web application's base URL, not the API base URL.
Frequently Asked Questions
Does this integration automatically match the caller to a contact in LeadDocket?
No. There is no automatic contact or lead matching. The agent must use the InfoHub widget to search for and link a lead manually during the call.
What happens if the agent forgets to link a lead before hanging up?
If no lead is linked before the call ends, no call log is created. The event is silently dropped. Agents should make lead linking part of their standard call workflow.
How long does it take for the call log to appear in LeadDocket after a call ends?
If Task Queue is enabled, the log is created approximately 3 minutes after hangup to allow AI content (recap, dispositions) to fully process. Without Task Queue, the log is created immediately at hangup, but may lack AI-generated content.
Can I use this integration on a user line, not just a call center?
Yes. Unlike some other integrations, the LeadDocket integration can be enabled at the company or office.
What information is recorded in the call log note in LeadDocket?
Each call log includes a call summary and a link to the Dialpad call history page. When Task Queue is enabled, the note also includes merged AI content, such as the AI recap and disposition.
Can multiple agents share the same LeadDocket connection?
Yes. The connection uses a static API key that is shared across all agents using the integration at the configured level.
Can I ask my CSM/PM to proxy the admin configuration for me?
No. Enablement must be performed by a company admin and cannot be proxied.
Is there any configuration needed on the LeadDocket side?
The integration is Dialpad-sided. However, you will need a valid LeadDocket API key to authenticate. Reach out to LeadDocket support to request one if you do not already have it.