Works with Dialpad
CloseIntel + Dialpad: every completed Dialpad call, scored against your sales process
Dialpad is a cloud phone system for business calling. CloseIntel (closeintel.ai) is a closed-loop AI sales training and coaching platform that scores the sales calls a team already records against that team’s own sales process. Connected, every completed Dialpad call recording is imported automatically, transcribed, scored phase by phase with the evidence quoted, and turned into assigned training and AI roleplay drills where it falls short.
The connection
Native Dialpad integration for outbound dialer calls, with automatic reconciliation of dropped events.
- Setup:
- 10 min · OAuth
- Verified:
What connects
- Authentication: OAuth. You are redirected to Dialpad to approve the requested permissions, then back to CloseIntel.
- Setup time: about ten minutes, from the Settings, Integrations page in CloseIntel.
- Prerequisite: call recording must be enabled in your Dialpad account, and you need enough access in Dialpad to authorize the connection.
- Dialpad does not provide attendee emails, so calls are attributed to the person who owns the connection rather than matched by participant email.
What data flows
- Call recordings and call metadata, imported when a call completes. Dialpad is listed on the sub-processor page as call ingestion via customer OAuth, US region.
- CloseIntel transcribes the recording (AssemblyAI is the transcription sub-processor) and queues the transcript for scoring. Each call appears in History with a Dialpad source label.
- Optional: filter by call-title keywords so only sales calls are analyzed, and review recent events on the Activity view.
- Personal information is redacted before analysis by default. Your call content is processed, never used to train AI models.
- 01
In CloseIntel, open Settings, then Integrations, choose the Dialpad tile, and click Connect.
- 02
You are redirected to Dialpad. Sign in and approve the requested permissions.
- 03
You are redirected back and Dialpad shows as Connected. Completed calls start importing automatically.
Works with
What CloseIntel does not do
- 01
It does not place, answer, intercept, or record calls. Dialpad records the call; CloseIntel imports the recording Dialpad already made.
- 02
It does not change anything inside Dialpad. Disconnect from the Dialpad tile at any time to revoke access.
- 03
It does not write scores or notes back to a CRM.
Questions
Straight answers about this connection
No. Dialpad records the call under your Dialpad recording settings. CloseIntel imports the completed recording through the connection you authorized, transcribes it, and scores it against your sales process. CloseIntel never joins a call.
Yes. Add call-title keywords on the Dialpad tile and only matching calls are analyzed; leave the filter empty to analyze everything. Auto-analyze can be switched off at any time without disconnecting.
Ingestion stops immediately. Disconnect from the Dialpad tile in CloseIntel to revoke access; an expired or revoked authorization shows as Reconnect required. Analyses already produced stay in your workspace under the retention terms in the Privacy Policy.
A completed call is imported as soon as Dialpad marks it complete. Transcription adds a few minutes, and most calls finish scoring within ten minutes of the recording landing in CloseIntel.
Start now
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