Quick Answer
The Klenty Dialpad integration connects a sales engagement platform with a business communications tool via a Native Integration connection type. It enables sales reps to trigger click-to-call dialing directly within Klenty and automatically log call records and transcriptions. This setup is ideal for operations and marketing teams at small-to-mid B2B companies looking to streamline outbound calling and call tracking.
Comparison Table
| Feature / Detail | Klenty | Dialpad |
|---|---|---|
| Category | Sales Engagement | Business Communications |
| Starting Price | $50 per user/month, billed annually (Startup plan) | $15 per user/month, billed annually (Standard plan) |
| Core Features | Automated email cadences, Multi-channel sales outreach, AI cadence generator, Lead intent tracking, Automated follow-up tasks | AI voice calling, Real-time call transcription, Automated call logging, In-app SMS messaging, Call sentiment analysis |
| Role in This Integration | Acts as the sales engagement hub where reps manage outreach cadences and trigger calls. | Acts as the communications engine that powers voice calling, call logging, and transcriptions. |
Why Use the Klenty Dialpad Integration
Connecting your sales engagement platform with your business communications software transforms how your outbound sales team operates. The primary use case of the Klenty Dialpad integration is that it enables sales reps to trigger click-to-call dialing directly within Klenty and automatically log call records and transcriptions.
By unifying these workflows, reps no longer need to manually switch between screens, copy-paste phone numbers, or manually type out call notes after every conversation. Klenty manages the cadence and contact data, while Dialpad handles the voice infrastructure and AI-driven transcription. This ensures that every conversation is captured accurately, call outcomes are recorded instantly, and managers have visibility into rep activity without relying on manual data entry.
Step-by-Step Setup Guide
Step 1: Verify Prerequisites and Account Permissions
Before starting the connection process, ensure that you have active administrator accounts for both Klenty and Dialpad. Verify that your user licenses support calling features and that your team members are provisioned correctly in both systems. Check that you have the necessary API permissions or integration privileges enabled within your organization settings.
Step 2: Establish the Native Integration Connection
Navigate to the integration or settings panel inside your Klenty dashboard. Locate the communications or telephony section and select Dialpad as your desired provider. Follow the on-screen prompts to authorize the connection using a Native Integration, granting Klenty the necessary permissions to access your Dialpad account.
Step 3: Configure Field and Data Mapping
Once the systems are authenticated, configure how data flows between them. Map your user profiles, contact records, and custom properties so that call data, notes, and metrics sync correctly. Ensure that phone number formats match across both databases to prevent dialing errors during active cadences.
Step 4: Test the Click-to-Call Functionality
Perform a test run before rolling out the integration to your entire sales team. Open a test contact inside Klenty, click the phone icon to trigger a call via Dialpad, and complete a brief test call. Check both platforms to verify that the call is placed correctly, live transcription activates, and the call record logs automatically upon completion.
Step 5: Go Live and Train Your Sales Team
With testing complete, roll out the integration to your sales representatives. Provide brief training on how to initiate click-to-call sequences from within Klenty cadences and where to review Dialpad’s automated call logs and transcriptions. Monitor system usage over the first week to resolve any adoption hurdles or minor configuration issues.
Common Troubleshooting Issues
Click-to-call button is greyed out or inactive in Klenty
- Symptom: Sales reps cannot click the phone icon to initiate calls from within the Klenty interface.
- Likely Cause: The native integration connection has lapsed, or the logged-in user lacks the correct telephony permissions.
- Fix: Re-authenticate the integration in your settings menu and ensure the user's Dialpad extension is properly linked to their Klenty profile.
Call records fail to sync back to Klenty automatically
- Symptom: Completed phone calls are handled in Dialpad, but no activity log appears on the contact timeline in Klenty.
- Likely Cause: Field mapping discrepancies or temporary API synchronization delays between the two applications.
- Fix: Verify your data mapping settings, test a manual sync if available, or disconnect and reconnect the native integration link.
Call transcriptions are missing from logged activities
- Symptom: Calls are logged successfully, but the AI transcript and sentiment analysis data are absent from the record.
- Likely Cause: Transcription features are disabled within your Dialpad tier or call settings.
- Fix: Check your Dialpad account configurations to ensure real-time transcription and AI logging features are turned on.
Audio fails or phone lines drop when dialing from Klenty
- Symptom: Reps trigger a call through Klenty, but Dialpad fails to route the audio or drops the connection immediately.
- Likely Cause: Browser permission blocks for microphone access or network firewall restrictions impacting VoIP traffic.
- Fix: Ensure your browser allows microphone permissions for both app domains, and check your network settings to allow necessary VoIP ports.
Frequently Asked Questions
Does Klenty integrate natively with Dialpad?
Yes, the two platforms connect via a Native Integration. This allows you to link your accounts directly without needing external third-party middleware. It ensures a smoother data flow and reliable performance for your daily sales operations.
How much does it cost to use Klenty and Dialpad together?
Pricing depends on the specific plans you choose for each tool. Klenty starts at $50 per user/month, billed annually (Startup plan), while Dialpad starts at $15 per user/month, billed annually (Standard plan). You will need active subscriptions for both platforms to utilize the integration.
Can reps make calls directly from Klenty without opening Dialpad?
Yes, team members can initiate outreach straight from their primary workspace. Dialpad operates entirely in the background to manage voice routing and audio, sparing your staff from repetitive window switching and manual digit entry.
Does the Klenty Dialpad integration log call transcriptions automatically?
Yes, once a conversation concludes, system features capture both audio history and AI-generated notes without manual intervention. This data syncs back to Klenty so your team maintains a complete history of customer interactions.
Do I need technical skills to set up the Klenty Dialpad integration?
No advanced coding or technical background is required. The connection uses a straightforward setup process within the application settings. Most operations or sales managers can complete the configuration and user mapping in a few steps.
Conclusion
Ready to streamline your sales outreach and voice communications? Get started by exploring the tools below:
- Try Klenty
- Try Dialpad
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