View Contact Information

Contact information will reveal who you're communicating with as well as any shared items.

If you're on Google Workspace (formerly G Suite) or Microsoft Office 365, Dialpad will gather the contact's number, a conversation record, shared calendar events, shared emails, shared documents, and appropriate data from shared integrations.

Let's take a look at contact information in Dialpad.

Open a Contact Profile

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From Dialpad.com, navigate to a conversation thread and select the Contact Profile sidebar on the right side.

It will display contact information, labels, and any shared data such as calendar events, emails, documents, and integrations.

You'll see the contact's name, job, number (and extension if applicable), and email address in the About section.

Rearrange Order

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Integrations can be rearranged in the Contact Profile sidebar. Select the Rearrange icon to drag-and-drop a section into a new location.

Shared Calendar Events

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View any shared calendar events, a select an event to open it in Google Calendar (Workspace) or Outlook (Office 365).

If you select View All rather than a specific calendar event, the Dialpad app will still redirect to either platform in your web browser.

You're also able to see a contact's current event, which will indicate if they're currently tied up in another meeting or task. Dialpad then switches the contact's status to busy.

In order for shared calendar events to function properly, you and the company contact must schedule through Google Calendar or Outlook. Calendar events must also be set to public.

Shared Emails

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View any shared emails, and select an email to open it in Google Calendar (Workspace) or Outlook (Office 365).

If you select View All rather than a specific email, the Dialpad app will still redirect to either platform in your web browser.

Shared Documents

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View any shared documents, and select a document to open it in Google Drive (Workspace) or Office (Office 365).

If you select View All rather than a specific document, the Dialpad app will still redirect to either platform in your web browser.

Shared documents are documents shared by you or shared with you.

Shared Integration Data

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View any shared data from integrations such as Salesforce, Zendesk, and HubSpot.

Use our App Marketplace to see the available integrations.

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