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Dialpad Integration Guide

Connect Dialpad communications, organizational data, and selected event notifications with enterprise applications through REST APIs and Martini workflows.

Dialpad integration options at a glance

Dialpad provides REST APIs for administrative and communications data, including Users, Offices, Departments, Calls, Messages, and Contacts. It also supports webhook-style notifications for selected events and resources, although coverage must be confirmed for each use case. Martini can consume Dialpad APIs from workflows, expose an endpoint for Dialpad callbacks, and use scheduled synchronization for paginated list endpoints. OAuth 2.0 credentials, scopes, tokens, and webhook security details can be stored in protected Martini configuration. Where recordings, transcripts, or media references are involved, endpoint-specific permissions and availability should be verified before implementation.

Integration pointSupported by Dialpad?Common use casesHow Martini supports it
REST APIsYesRetrieve Users, Offices, Departments, Calls, Messages, Contacts, and other documented Dialpad resources; support communication and administrative synchronization.Martini can consume Dialpad REST endpoints from workflows, handle authentication and pagination, transform responses, and write results to enterprise applications or databases.
Webhooks and outbound callbacksLimitedReceive notifications for selected call, message, or other resource events supported by the Dialpad developer platform.Martini can expose an API endpoint for Dialpad callbacks, validate requests, acknowledge quickly, and hand longer processing to an asynchronous workflow with idempotency controls.
Bulk, batch, and incremental synchronizationLimitedUse paginated list endpoints and, where documented for a resource, cursors, timestamps, or filters for scheduled synchronization. A universal Dialpad bulk API is not confirmed.Martini can schedule retrieval workflows, persist checkpoints, process pages, apply overlap windows, and retry transient failures without creating duplicates.
File and attachment APIsNot confirmedRecordings, transcripts, or media references may be available through endpoint-specific resources and permissions, but general file support is not confirmed.Martini can process documented media responses or URLs when available, while applying access, expiration, privacy, and payload-size controls.
AuthenticationYesOAuth 2.0 is used for Dialpad applications, with scopes and administrator permissions determined by the resources accessed.Martini can store OAuth client credentials, access tokens, refresh tokens, scopes, and related configuration in protected environment settings and secrets.
SDKsNot confirmedDialpad provides developer resources and API documentation, but a dedicated SDK for every language should not be assumed.Martini can consume Dialpad HTTP APIs directly and use custom JVM-compatible logic when endpoint-specific processing is required.
Database accessNoDialpad does not expose a customer-facing database connection for integration or reporting.Martini should use Dialpad APIs and supported events, then write normalized data to an approved reporting database when required.

How Dialpad exposes data and business events

Dialpad REST APIs

Dialpad REST APIs provide access to documented administrative and communications resources, including Users, Offices, Departments, Calls, Messages, and Contacts. Available fields and operations depend on the endpoint, account configuration, API version, and granted permissions.

Martini implementation pattern

Martini implementation pattern: a workflow authenticates with OAuth 2.0, calls the required Dialpad endpoint, handles pagination and response validation, maps the resource into a canonical model, and writes or forwards it to the target system.

Implementation sequence

Authenticate with the required OAuth 2.0 configuration
Call the documented Dialpad resource endpoint
Process pages and validate the response
Map Dialpad fields to the target model
Apply business rules and idempotency checks
Write the result and record processing status

Dialpad Webhooks and Events

Dialpad supports webhook-style delivery for selected events and resources, including potential call or message activity. Coverage, payload shape, subscription management, authentication, and delivery behavior must be confirmed for the required event type.

Martini implementation pattern

Martini implementation pattern: expose a Martini API endpoint for the callback, validate the request according to Dialpad's documented security requirements, acknowledge quickly, and invoke an asynchronous workflow for enrichment and downstream processing.

Implementation sequence

Expose a secured Martini callback endpoint
Receive the selected Dialpad event
Validate the request and event structure
Store the event identifier for deduplication
Retrieve the current resource when the payload is incomplete
Map and route the event to the target workflow

Scheduled Dialpad Synchronization

Dialpad list endpoints and pagination can support scheduled synchronization of resources when a complete bulk API is not available. Incremental filtering, cursors, or timestamps depend on the specific resource and current Dialpad documentation.

Martini implementation pattern

Martini implementation pattern: a scheduler starts a workflow that reads the last successful checkpoint, retrieves pages with a bounded overlap, transforms each resource, performs idempotent upserts, and stores the checkpoint only after successful processing.

Implementation sequence

Start the synchronization on a Martini schedule
Load the last successful cursor or timestamp
Retrieve Dialpad pages with the required filters
Transform and validate each resource
Upsert the resource using a stable Dialpad identifier
Persist the checkpoint after successful completion

Common Dialpad integration patterns

Pattern 1: Sync Dialpad calls to a CRM

When to use this pattern

Use this pattern when sales or service teams need Dialpad call context in Salesforce or HubSpot. The workflow can combine selected Dialpad events with scheduled retrieval when real-time coverage is not available for the required call resource.

Integration direction
Dialpad
Martini
Salesforce
Example Mapping
Dialpad FieldCanonical FieldTarget Field
call_idcommunication.externalIdActivity.externalId
directioncommunication.directionActivity.callDirection
started_atcommunication.startedAtActivity.startTime
participantscommunication.participantsActivity.contact
Martini implementation pattern

Martini receives a supported call event or retrieves Calls incrementally, resolves participants against CRM Contacts or Leads, applies duplicate detection using the Dialpad call identifier, maps the interaction to a CRM activity, and sends unmatched or failed records to a retry or exception workflow.

Martini capabilities used
  • workflows
  • API consumption
  • data mapping
  • business rules
  • error handling

Pattern 2: Route Dialpad messages to support cases

When to use this pattern

Use this pattern when customer messages should create or update support cases in Zendesk or ServiceNow. It is useful for correlating ongoing conversations with the correct customer and active case.

Integration direction
Dialpad
Martini
Zendesk
Example Mapping
Dialpad FieldCanonical FieldTarget Field
message_idmessage.externalIdTicket.externalId
sendermessage.customerPhoneTicket.requester
textmessage.bodyTicket.comment
created_atmessage.createdAtTicket.createdAt
Martini implementation pattern

Martini receives selected message events or retrieves Messages on a schedule, normalizes phone numbers, resolves the customer, checks for an active case, and either appends the message or creates a new ticket. Idempotency keys prevent duplicate comments when Dialpad or Martini retries delivery.

Martini capabilities used
  • API exposure
  • webhook consumption
  • data mapping
  • conditional routing
  • error handling

Pattern 3: Synchronize Dialpad organizational data

When to use this pattern

Use this pattern when identity, HR, or IT service processes require Dialpad Users, Offices, and Departments to remain aligned with an enterprise directory or service platform.

Integration direction
Dialpad
Martini
ServiceNow
Example Mapping
Dialpad FieldCanonical FieldTarget Field
user_idperson.externalIdUser.userName
office_idperson.officeIdUser.location
department_idperson.departmentIdUser.department
statusperson.lifecycleStatusUser.active
Martini implementation pattern

A scheduled Martini workflow retrieves paginated Dialpad organizational resources, validates office and department relationships, detects new or inactive users, applies provisioning rules, and performs idempotent updates in ServiceNow or another approved destination. The workflow records a checkpoint after successful pages or runs.

Martini capabilities used
  • scheduled workflows
  • API consumption
  • data mapping
  • validation
  • checkpoint management

Pattern 4: Load Dialpad communication data into a reporting store

When to use this pattern

Use this pattern when reporting teams need normalized Calls or Messages in a SQL database or analytics destination. It supports incremental retrieval while preserving stable source identifiers and data-governance controls.

Integration direction
Dialpad
Martini
PostgreSQL
Example Mapping
Dialpad FieldCanonical FieldTarget Field
call_idinteraction.externalIddialpad_interaction.external_id
statusinteraction.statusdialpad_interaction.status
durationinteraction.durationSecondsdialpad_interaction.duration_seconds
recording_urlinteraction.mediaReferencedialpad_interaction.media_reference
Martini implementation pattern

Martini retrieves supported call or message data using a timestamp, cursor, or overlap window, transforms it into a reporting schema, and writes idempotent database upserts. Late-arriving updates are handled separately, while recordings, transcripts, and message content receive stricter retention and access controls.

Martini capabilities used
  • scheduled workflows
  • API consumption
  • data transformation
  • SQL integration
  • error handling

Applications commonly integrated with Dialpad

Dialpad communications can be connected to customer, support, collaboration, identity, and business applications through their documented APIs and event mechanisms. The exact resource coverage depends on Dialpad permissions, account configuration, and the target application's APIs.

Application Scenario Direction Martini Pattern
Salesforce Associate Dialpad calls, messages, and caller context with Leads, Contacts, Accounts, and activity history. Dialpad → Martini → Salesforce Martini receives supported Dialpad events or retrieves Calls and Messages on a schedule, resolves participants against Salesforce records, maps communication metadata to activities, and uses Dialpad identifiers for duplicate detection.
HubSpot Synchronize communication activity with Contacts, Companies, and engagement history. Dialpad → Martini → HubSpot A Martini workflow retrieves or receives Dialpad communication data, normalizes phone numbers, matches HubSpot contacts or companies, and creates or updates engagement records with retry and exception handling.
Zendesk Convert relevant Dialpad calls or messages into support tickets and preserve communication context for agents. Dialpad → Martini → Zendesk Martini consumes selected Dialpad events, identifies the customer, checks for an active Zendesk ticket, and either appends the communication or creates a new ticket while routing unmatched records to an exception flow.
ServiceNow Create or enrich incidents, cases, or interaction records from Dialpad communications. Dialpad → Martini → ServiceNow Martini maps Dialpad communication events or synchronized records into ServiceNow interaction or case models, applies routing rules, and performs idempotent writes with retry handling.
Slack Notify teams about selected call, voicemail, or contact-center events and coordinate follow-up. Dialpad → Martini → Slack Martini receives or retrieves supported Dialpad events, filters them by office, department, or event type, formats a concise notification, and posts it to the appropriate Slack destination.
Microsoft Teams Coordinate calling, meetings, presence, or collaboration workflows where both products are deployed together. Dialpad → Martini → Microsoft Teams Martini can orchestrate supported HTTP APIs on both sides, translate communication or collaboration context, and apply resource-level checks because exact Dialpad coverage must be confirmed for the intended workflow.
Google Workspace Support user, contact, calendar, or communication-context workflows in organizations using Google Workspace. Google Workspace → Martini → Dialpad A scheduled Martini workflow can retrieve supported Google Workspace and Dialpad resources, map organizational identities and contacts, apply provisioning rules, and record synchronization checkpoints.
NetSuite Associate business calls and customer communications with customers, contacts, or sales activities. Dialpad → Martini → NetSuite Martini retrieves supported Dialpad communication data, resolves the related business party, maps it to NetSuite customer or activity fields, and uses deterministic keys to avoid duplicate activity creation.

How to build a Dialpad integration in Martini

Objective

Establish a secure Dialpad connection using the OAuth 2.0 application configuration, required scopes, and administrator permissions.

Instructions in Martini

  • Register or configure the Dialpad application
  • Store client credentials and tokens in Martini secrets or protected environment configuration
  • Request only the scopes required by the integration
  • Separate credentials by environment

Objective

Select an event-driven or scheduled entry point based on the Dialpad resource and the confirmed coverage of its event mechanisms.

Instructions in Martini

  • Use a Martini API endpoint for supported Dialpad callbacks
  • Use a scheduler for paginated or incremental retrieval
  • Confirm event types, subscriptions, and payload behavior before relying on real-time processing

Objective

Receive Dialpad event payloads or retrieve current resources through documented REST endpoints.

Instructions in Martini

  • Validate callback requests and required fields
  • Call the current Dialpad resource when an event contains only a reference
  • Handle pagination, cursors, timestamps, and transient HTTP failures
  • Persist a checkpoint for scheduled synchronization

Objective

Coordinate enrichment, matching, routing, and downstream writes in a maintainable Martini workflow.

Instructions in Martini

  • Resolve Dialpad Users, Contacts, Calls, or Messages against the target system
  • Separate fast callback acknowledgement from longer processing
  • Route unmatched or incomplete data to an exception workflow
  • Use reusable integration logic for common communication models

Objective

Transform Dialpad-specific payloads into a canonical model and then into the target application's schema.

Instructions in Martini

  • Normalize phone numbers, timestamps, statuses, and participant roles
  • Map stable Dialpad identifiers to external identifiers
  • Apply validation to required fields and supported enumerations
  • Protect message content, recordings, and transcripts from unnecessary logging

Objective

Apply business rules for routing, duplicate prevention, permissions, and resource-specific processing.

Instructions in Martini

  • Use event or resource identifiers as idempotency keys
  • Determine whether a message appends to an active case or creates a new one
  • Apply office, department, user, or event filters
  • Handle account and administrator permission differences explicitly

Common Dialpad data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
UsersSynchronize Dialpad users, agents, or employees and their communication-related attributes.Google Workspace, Microsoft Teams, Salesforce, ServiceNow, HR platformsMartini retrieves paginated resources, maps identities and status fields, applies provisioning or deactivation rules, and records a synchronization checkpoint.
OfficesRepresent Dialpad organizational or geographical locations used to group users and configuration.ServiceNow, Salesforce, identity platforms, reporting databasesMartini maps office identifiers and attributes to the target organizational model and uses stable identifiers for idempotent updates.
DepartmentsRepresent groups of users for organizational structure, routing, and reporting.ServiceNow, Salesforce, identity platforms, reporting databasesMartini synchronizes department relationships, validates parent or office references, and routes incomplete structures to an exception workflow.
CallsSynchronize call records and metadata such as participants, direction, timestamps, status, and possible recording or transcription references.Salesforce, HubSpot, Zendesk, ServiceNow, SQL databasesMartini normalizes participants and timestamps, resolves contacts, maps calls to activities or cases, and deduplicates using Dialpad call identifiers.
MessagesProcess SMS or business-message conversations and message events.Zendesk, Salesforce, HubSpot, Slack, reporting databasesMartini validates message events, normalizes sender and recipient numbers, appends to existing cases or activities, and protects sensitive message content in logs.
ContactsLook up contact information associated with communications or the Dialpad address book.Salesforce, HubSpot, Google Workspace, NetSuiteMartini matches contacts using configured keys such as phone number or external identifier, applies data-quality rules, and performs controlled upserts.

Authentication and security considerations

OAuth 2.0 and permissions

Dialpad uses OAuth 2.0 for applications accessing its APIs. Scopes and administrator permissions depend on the offices, departments, users, calls, messages, contacts, and other resources required by the integration.

Credential protection

Store Dialpad client credentials, access tokens, refresh tokens, scopes, and webhook-related secrets in Martini secrets or protected environment configuration. Keep credentials separate across development, test, and production environments.

Communication data

Calls, messages, recordings, transcripts, phone numbers, and contact information can contain personal or sensitive data. Apply least-privilege access, retention controls, encryption, and restricted logging when processing these resources.

Webhook validation

Validate Dialpad callback requests according to the documented security mechanism, reject unauthorized or malformed requests, and record processing identifiers without unnecessarily exposing message or call content.

Operational considerations for Dialpad integrations

Rate limits and retries

Confirm Dialpad rate limits for each API family and account tier. Handle HTTP 429 responses with bounded exponential backoff and avoid parallel requests that exceed account or application limits.

Pagination and checkpoints

Treat list responses as paginated unless an endpoint states otherwise. Persist the last successful cursor, timestamp, page, or resource identifier, and use an overlap period when incremental filtering can miss late-arriving updates.

Idempotency

Use stable Dialpad resource or event identifiers to prevent duplicate activities, tickets, messages, and database rows. Store processing state before allowing retries to repeat downstream work.

Schema and event changes

Treat Dialpad payloads as external contracts. Validate required fields, tolerate additional fields, monitor status and event-type enumerations, and keep endpoint and API-version assumptions in reusable configuration.

Recordings and transcripts

Do not assume that every call includes a downloadable recording or transcript. Verify account enablement, permissions, URL expiration, payload size, and storage requirements before moving media or transcript content.

Testing and monitoring

Test representative calls, messages, organizational records, callback failures, rate limits, and duplicate deliveries. Monitor workflow logs and checkpoints while avoiding sensitive communication content in general-purpose logs.

Why use Martini instead of scripts or point-to-point integrations?

Orchestration across systems

Martini coordinates Dialpad API calls, webhook callbacks, target-system writes, enrichment, validation, and exception handling in workflows rather than scattering logic across independent scripts.

Reusable integration assets

Common authentication, communication models, mappings, business rules, and error paths can be organized as reusable Martini implementation assets. This helps teams maintain multiple Dialpad processes consistently.

Controlled APIs and transformations

Martini can expose a controlled API façade, consume Dialpad REST APIs, and transform Dialpad-specific Users, Calls, Messages, and Contacts into canonical enterprise models.

Operational reliability

Scheduled execution, checkpoints, idempotency, bounded retries, validation, logging, and monitoring provide a more maintainable operating model than point-to-point scripts that lack shared governance.

Frequently asked questions

How can Dialpad be integrated with enterprise systems?

Dialpad can be integrated through its REST APIs for Users, Offices, Departments, Calls, Messages, Contacts, and other documented resources. Selected events can also be delivered through webhook-style notifications. Scheduled workflows can retrieve paginated data for synchronization, while OAuth 2.0 provides application authentication.

Can Martini integrate with Dialpad?

Yes. Martini can consume Dialpad REST APIs, expose an API endpoint for supported Dialpad webhook callbacks, orchestrate scheduled synchronization, transform communication data, and write it to applications such as Salesforce, Zendesk, ServiceNow, databases, or other systems with suitable APIs.

Do I need a connector to integrate Dialpad with Martini?

No. A dedicated Dialpad connector is not required. Martini can integrate using Dialpad's native REST APIs, OAuth 2.0 authentication, and supported webhook or event mechanisms through HTTP-based workflows and APIs.

Is there any extra Lonti cost to integrate Dialpad with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate Dialpad. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Dialpad, cloud infrastructure, or other third-party systems based on subscriptions, usage, and deployment model.

Which Dialpad integration methods should be used?

REST APIs are the primary method for retrieving Dialpad administrative and communications data. Selected-event webhooks can support lower-latency processing, but event coverage must be verified for each resource. Scheduled, paginated synchronization is appropriate when the required event is unavailable or when reconciliation is needed.

Can Martini receive Dialpad events in real time?

Martini can expose an API endpoint to receive Dialpad webhook callbacks for selected supported events. Dialpad does not provide universal event coverage, so the required event type, payload, authentication, subscription model, ordering, and retry behavior should be confirmed before adopting a real-time design.

How does synchronization and duplicate handling work?

Martini can retrieve Dialpad list endpoints on a schedule, process pagination, persist a cursor or timestamp, and use an overlap window for late-arriving changes where appropriate. Stable Dialpad resource or event identifiers should be stored as idempotency keys so retries produce updates rather than duplicate CRM activities, tickets, or messages.

Can Martini expose an API façade for Dialpad integrations?

Yes. Martini can expose a controlled REST API that presents an internal or canonical interface to applications while workflows consume Dialpad APIs behind it. The façade can centralize authentication, mapping, validation, business rules, error handling, and access controls without implying that Dialpad provides a GraphQL or SOAP interface.

Related Martini documentation

APIs

Events

Workflows

Security

Operations

Build a maintainable Dialpad integration with Martini

Use Martini to connect Dialpad APIs and selected events with enterprise applications through secure workflows, controlled APIs, reusable mappings, and operational error handling.

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