Why aren't my calls being logged?
If calls aren't automatically being logged, check to make sure that you're syncing with the right contact. In some cases, we may find multiple matches.
Just click on the # of matches to select the right one for Dialpad to start logging your calls and activity.
Keep in mind that the only scenarios where a call isn't logged are in the case of a missed inbound call or if its an internal call, meaning you called someone in your own organization.
How are multiple matches found?
We search Salesforce for contacts, accounts, and leads that match either the primary phone number, email, or contact name of the person calling into Dialpad.
What type of number formats can I use in Dialpad to log calls?
We currently support the following number formats:
One of these formats must be in the lead, contact, or account Primary Phone field in Salesforce.
Can I have Dialpad find matches for phone numbers saved in another field other than the Primary Phone Field?
Yes! Reach out to our Support Team. We can set your account up to find matches in the following fields:
Accounts: Primary Phone
Contacts: Primary Phone, Mobile Phone, Home Phone, or Other Phone
Leads: Primary Phone or Mobile Phone