How to Integrate Dialpad with Revlitix?
Integrating your Dialpad account with Revlitix helps streamline your communication and analytics by enabling seamless data flow between the two platforms.
With this integration, you can synchronize key attributes, manage field mappings, and enhance operational efficiency.
This step-by-step guide process to set up the integration quickly and ensure everything is configured for optimal performance.
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
Go to the Integrations module within your Revlitix platform.
Navigate to the Connectors tab.
Step 2: Locate Dialpad in Available Integrations
Scroll to the Available Integrations section and find Dialpad Integration.
Step 3: Connect Dialpad
Click the Connect button next to the Dialpad.
2. 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 and enter it 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!