Powering Your Systems with Dialpad Capabilities

Smart CTI Connector — Dialpad Call Controls In Any Business System

Your agents work in EPIC, or CRM. Smart CTI Connector brings Dialpad’s call controls directly into those systems — so agents never have to leave the screen that matters to handle the call. As a powerful Dialpad CTI connector and Dialpad CRM integration solution, it extends Dialpad capabilities directly into the systems where work actually happens.
Dialpad integration showing healthcare patient data and live call interface.

17+

Years of Expertise

350+

Deployments in 20+ Countries

90%

Customer Retention Ratio

Dialpad Telephony Inside
EPIC, CRMs, Where You Want

Your agents don’t work in Dialpad — they work in the systems your business runs on. Smart CTI Connector embeds Dialpad’s full call controls directly inside EPIC or CRM. The call comes to them. Not the other way around. This Dialpad telephony integration enables organizations to extend their Dialpad contact center integration strategy directly into their core business systems.
Native embedding to answer, hold, transfer, and wrap up without switching screens
Automated screen pop surfaces the right patient, member, or customer record the moment the call connects
One screen handles the call and the work — simultaneously

Automated Screen Pops
That Know Who's Calling

Caller identification isn’t a courtesy for regulated businesses — it’s a compliance requirement and a trust signal. Smart CTI Connector matches every inbound Dialpad call to the right record automatically, surfacing it inside your primary system before the agent responds. As part of a seamless Dialpad CRM connector deployment, customer information is available the moment the interaction begins.
Instant record match on every inbound call — patient, member, account holder, or vehicle owner

Single, multi, and no-match screen pop logic handles every scenario cleanly

Agents arrive at the record informed — not mid-search

Illustration of a healthcare support agent using a Dialpad agent dashboard with icons for scheduling, security, and patient records.

Every Call Action. One Click.

Every manual step between a call and its resolution is a second the customer notices. Smart CTI Connector reduces the entire call workflow — logging, dispositioning, transfers, and follow-up — to single actions inside the system your agents already have open. This Dialpad CTI integration helps agents resolve interactions faster while ensuring customer records remain accurate and complete.

Built for the Workflows Regulated Industries Actually Run

An EPIC patient follow-up, a CRM fraud escalation, and a service appointment confirmation shouldn’t follow the same process. Smart CTI Connector supports custom screen pop flows and CRM workflows mapped to your specific call types. Whether you’re implementing a Dialpad CRM integration or a broader Dialpad contact center integration, workflows can be tailored to match operational requirements.
Infographic titled 'CTI in Action' listing healthcare services like appointment scheduling, billing, and follow-ups alongside a character illustration.
Dialpad integration showing agent handling calls, chat, and email in one interface.

Omnichannel — Without Adding Another Screen

Voice is on one channel. Your patients and customers use others. Smart CTI Connector extends Dialpad’s omnichannel capability into your primary workspace — so agents handle voice, chat, and email interactions from the same interface, with the same contextual data in view. This Dialpad telephony connector keeps every interaction connected to the systems your teams already use.

Connect Once. Extend
Across Your Entire Tech Stack.

Smart CTI Connector doesn’t stop at your primary CRM or EHR. It extends Dialpad’s reach across your full technology stack — surfacing complete caller context from every system your business depends on, without asking agents to open any of them manually.
Additional third-party integrations beyond your primary system — ticketing, knowledge base, reporting, and more
Global and team-level performance statistics visible directly within the agent interface
Productivity add-ons — case management, knowledge base, dashboards — available within the same connected workspace

Our Featured Integrations

FAQ

A Dialpad CTI Connector embeds Dialpad’s calling features — click-to-dial, screen pops, call controls — directly inside your CRM or business application, so agents can make and manage calls without switching windows.

Dialpad Contact Center integrates with 100+ third-party applications, including CRM, EHR, ITSM, core banking, and other backend systems. Supported platforms include Salesforce, Microsoft Dynamics 365, ServiceNow, Zendesk, Freshdesk, Epic, athenahealth, Jack Henry / Symitar, Fiserv, FIS, Corelation, CDK Global, Oracle Health, and SAP CRM.

The Dialpad CTI Connector brings Dialpad’s call controls directly into the CRM, EHR, or other core business application agents already use. Key features include embedded call controls, automated screen pops, click-to-dial, automated call logging, call disposition and wrap-up, custom workflows, supervisor controls, and omnichannel support for voice, chat, and email. This allows agents to manage interactions and access customer context without switching between applications.

The Dialpad CTI Connector improves contact center performance by reducing screen switching, manual data entry, and time spent searching for customer information. It embeds Dialpad call controls and real-time caller context directly into the agent’s CRM or core business system, while features such as automated screen pops, click-to-dial, call logging, wrap-up, and custom workflows streamline interactions. This helps agents resolve calls faster, improve productivity, and deliver more consistent, context-aware customer experiences.

NovelVox combines Dialpad integration with deep connectivity to the business systems agents already use. Its Smart CTI Connector embeds Dialpad call controls, screen pops, click-to-dial, automated call logging, and custom workflows directly into CRMs, EHRs, and other core applications. With 100+ third-party integrations and support for customized workflows, NovelVox helps organizations reduce screen switching, improve agent efficiency, and deliver more contextual customer interactions without replacing their existing technology stack.

Ready to uplevel your customer experience and convert more leads?
Schedule a demo today to learn how you can close more sales, retain more customers and get more referrals.
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  • We enable brands to create superior agent and customer experience by offering next-gen contact center integrations with 100+ third-party applications.
  • 100+ third-party app integrations
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Overview

  • We enable brands to create superior agent and customer experience by offering next-gen contact center integrations with 100+ third-party applications.
  • 100+ third-party app integrations
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  • 350+ Deployments in 20+ Countries

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