RecordX + Dialpad
How it works
Dialpad sync is planned - not live today. RecordX has its own phone-number layer (see telephony carriers) and does not currently connect to Dialpad. When live, RecordX will pull Dialpad call recordings and transcripts and land summaries alongside your Zoom, Meet, and Teams recordings, in the same library and CRM workflow.
Setup (planned)
- Create your RecordX account at recordx.io/register.html.
- Email us at support@recordx.io for early access.
- When Dialpad sync ships, connect Dialpad from Settings - Integrations using the per-user OAuth flow.
- Meanwhile, either download a Dialpad recording and upload it to RecordX, or provision a RecordX phone number and take calls on it - recording, transcript, summary, and action items run natively.
Planned use cases
- Sales prospecting calls - action items and next steps in one feed with the rest of the pipeline.
- Customer success check-ins - transcripts on the account, not stuck inside Dialpad.
- Recruiting phone screens - candidate record without a manual write-up.
- Field service dispatch - a compliant, searchable transcript on every call.
Planned scope
Pull Dialpad call recordings + transcripts into the unified RecordX library, so every meeting and call - Dialpad, Zoom, Meet, Teams, Webex, and RecordX phone - carries a summary and action items in the same shape. The plan is one-way import from Dialpad into RecordX at launch; write-back to Dialpad is scoped separately.
Planned OAuth / API
Dialpad exposes a REST API with per-user OAuth. Planned scopes at launch: calls.read and
users.read at minimum, so RecordX can list a user's calls and resolve who was on each leg. Nothing
is granted today because no Dialpad app is installed on the RecordX side.
Pricing and limits (planned)
- Dialpad sync will be a RecordX Business-tier feature at launch.
- Dialpad's own API rate limits apply per tenant - the integration will batch to stay under them.
- Recording minutes pulled from Dialpad will count against the RecordX monthly balance, same as any other captured call.
Common concerns
- Dialpad Ai is built into every Dialpad plan and produces transcripts and summaries inside Dialpad. If your entire call surface is Dialpad, Dialpad Ai on its own is probably enough.
- RecordX pays off when your team splits time across Dialpad, Zoom, Meet, Teams, and on-device phone, and you want one searchable library plus one CRM workflow rather than one per tool.
- Recording consent laws still apply to Dialpad calls the same as anywhere else - check the jurisdiction of both parties before relying on the recording.
Alternatives while waiting
RecordX's built-in phone (telephony carriers) is live today - provision a number in the mobile app and every inbound and outbound call gets a recording, transcript, summary, and action items with no Dialpad in the middle. That's the shortest path if you want RecordX-native recording now without waiting on the Dialpad sync.
Waitlist
Drop a line to support@recordx.io and we'll email you when Dialpad sync goes live.
Setup checklist (planned)
- Register at recordx.io.
- Email support@recordx.io to get on the notify list.
- When Dialpad sync ships, connect it under Settings - Integrations.
- Meanwhile, use a RecordX phone number or upload Dialpad exports manually.
Related integrations
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