Outreach + Dialpad

Setting up the Outreach Voice Connector for Dialpad

Step 1 - Outreach Admin selects Dialpad as their Voice Provider

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Step 2 - Verify the User’s browser can launch Dialpad 

  • Sign in to the Dialpad desktop application on the Outreach user's computer. 
  • Enable the Dialpad mini dialer.outreach2.png
  • Open a new tab in the browser on the same computer as the Dialpad desktop application. outreach3.png
  • Dial a phone number in the new tab by input “dialpad://{phoneNumber}”. outreach4.png
  • Confirm the dialing request if prompted by the browser outreach5.png
  • If working correctly the Dialpad mini dialer should start dialing the phone number. outreach6.png

Step 3 - Users connect Outreach to their existing Dialpad account.

Each Outreach user that wants to use Dialpad for voice calls will need to complete the following process. 

  • In Outreach navigate to the User Settings page.
  • Click “Voice” tab.

 

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  • Click “Connect” button to start Dialpad login process and make sure you sign in to the same Dialpad account as you do on the Dialpad desktop app. outreach8.png
  • After the sign-in process completes the Outreach voice settings page will show your Dialpad phone number.                                              outreach9.png

If the phone number is not correct you probably signed in to the wrong Dialpad account. To correct this:

  • Sign out from Dialpad website using a new browser tab to clear the existing Dialpad sign-in status from the browser.
  • Navigate back to voice settings tab in Outreach and click the “Disconnect” button
  • Click the “Connect” button and repeat the sign-in process.

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