Integrating your Dialpad account with Revlitix streamlines communication and analytics by enabling seamless data flow between the two platforms.
Follow these steps to set up the integration:
Please note: Only the Users with Admin status can perform Integration.
How to Integrate Dialpad with Revlitix
Follow these steps to integrate your Dialpad account with the Revlitix platform seamlessly:
Step 1: Access the Integrations Module
Log in to your Revlitix account.
Navigate to the Integrations module.
Click on the Connectors tab.
Step 2: Locate Dialpad in Available Integrations
In the Available Integrations section, find the Dialpad integration card.
Step 3: Connect Dialpad
Click the Connect button next to Dialpad.
On the next page, click Add Profile to begin the setup.
Step 4: Authorize the Integration
If you are already logged in to your Dialpad account, click Allow to proceed.
If not logged in, enter your Work Email and Password, then click Login.
Step 5: Verify Your Account
Check your inbox for a verification code sent by Dialpad.
Enter the verification code in the provided field.
Click 'Submit' to continue.
Step 6: Select or Confirm Your Dialpad Account
If multiple accounts are linked to Revlitix, select the desired account.
If only one account exists, it will automatically populate the Company Name field.
Step 7: Name Your Integration
Provide a unique Connection Name for the Dialpad integration.
Click Connect to proceed.
Step 8: Map Fields
Review the Field Mapping page.
Click on objects to map Revlitix attributes to field names and data types.
Step 9: Save and Complete the Setup
After mapping fields, click Save and Next to finalize the integration.
Step 10: Verify Integration
The connected Dialpad channel will now appear under the Connected Integrations section of the Connectors page.
Your Dialpad integration is now successfully configured and ready for use!