Dialpad Integration
Feb 19, 2026
Dialpad Integration Overview
The Dialpad integration connects your phone calls to Ping. When you have AI transcription enabled in Dialpad, Ping automatically turns those transcribed calls into meetings complete with transcripts, AI summaries, and action items. This gives you the same powerful meeting intelligence for phone conversations that you already get for video meetings.
Note: Ping does not download or store call recordings from Dialpad. All AI processing is based on the transcript provided by Dialpad.
What You Get
Once connected and AI transcription is enabled in Dialpad, Ping will automatically process your transcribed phone calls. Each call appears in Ping as a meeting and includes:
AI-generated transcript of the full conversation
Meeting summary with key discussion points
Action items pulled from the call
Ping does not store the audio recording of the call. All AI features are powered by the transcript.
Phone calls are treated just like any other meeting in Ping. You can search them, review notes, sync action items to your CRM, and share recaps with your team.
How to Connect
You will need your Dialpad API key before getting started. Your Dialpad account must be on a Pro or Enterprise plan, and the API key must have the recordings_export scope enabled. Only one person in a Ping org (an org owner or provisioner) needs to connect Dialpad, and then it will be active for the whole organization.
To find your API key in Dialpad, follow these steps: Log in to your Dialpad admin portal.
Go to Admin Settings.
From the company with your company name, select the option called "My Company." Note: this is not the name of your company, it is an option specifically called "My Company".
In the left sidebar, select Authentication then API Keys
Select Add Key
Under Additional Scopes, select Recordings export
Select Save, and then copy the API Key.
Then follow these steps in Ping:
In Ping, go to Settings and click Integrations.
Find the Dialpad card and click Connect.
Paste your Dialpad API key into the input field.
Click Submit. Ping will validate your API key and set up the connection automatically.
The Dialpad card will now show as Connected.
Once connected, Ping will automatically begin receiving your transcribed calls.
Enable AI Transcripts in Dialpad
For Ping to process your phone calls, AI Transcripts must be turned on in Dialpad. Without AI transcription enabled, Ping will not receive call data. You do not need to enable call recording — only AI transcription is required.
Follow these steps in Dialpad:
Log in to your Dialpad admin portal.
Go to Admin Settings.
From the dropdown in the left sidebar, select the name of your actual company
Go to AI Settings in the left sidebar
Make sure to enable the setting Automatically start AI for calls. Note: this enables this setting for all future users. Current users will have to manually enable this for their own account under Your Settings → AI Settings → Automatically Start AI for Calls
Once AI transcription is enabled, all future calls will be transcribed and sent to Ping for processing.
How Calls Are Processed
After a call ends and Dialpad finishes transcribing it, Ping receives the call data automatically. Here is what happens:
Dialpad sends a notification to Ping that a call transcript is ready.
Ping fetches the call details and transcript from Dialpad.
A new meeting is created in Ping with the call details.
Ping runs AI processing to generate a summary and extract action items.
If the caller's phone number matches an existing contact in Ping, the call is automatically linked to that contact and their client.
Short calls under 15 seconds are automatically skipped.
Linking Phone Numbers to Contacts
When a phone call comes into Ping, the caller may appear as just a phone number. You can link that phone number to an existing contact so that future calls from the same number are automatically associated with the right person and client.
Follow these steps:
Open a phone call meeting in Ping.
Click on the phone number shown in the participants section.
A dialog will appear giving you two options:
Link to an existing contact:
Search for the contact by name, email, or phone number.
Select the correct contact and confirm.
Create a new contact:
Click Create New Contact.
Enter the contact's email address (required), and optionally their name.
The phone number will be filled in automatically.
Click Save to create the contact and link the number.
Once a phone number is linked to a contact, all past and future calls from that number will be associated with that contact and their client. This means call summaries, transcripts, and action items will appear in the right client context automatically.
How to Disconnect
Follow these steps:
Go to Settings and click Integrations.
Find the Dialpad card and click Disconnect.
Once disconnected, Ping will stop receiving new calls from Dialpad. Your existing call data in Ping is not affected. You can reconnect at any time by entering a new API key.
Good to Know
Phone calls become full meetings.
Transcribed calls are processed the same way as video meetings. You get transcripts, summaries, action items, and the ability to sync data to your CRM integrations like HubSpot.
Ping does not store call recordings.
Only the transcript is used. Ping does not download or store the audio recording from Dialpad. All AI features (summaries, action items, search) are powered entirely by the transcript.
Link phone numbers once.
After you link a phone number to a contact, Ping remembers the association. Future calls from that same number will automatically be connected to the right contact and client.
Each phone number links to one contact.
A phone number can only be assigned to a single contact. If the number is already linked to someone else, Ping will let you know which contact it belongs to.
Short calls are skipped.
Calls under 15 seconds are not processed, as they are typically missed calls or accidental dials.
Available on paid plans.
The Dialpad integration is available to users on a paid Ping plan.
Troubleshooting
I connected but I am not seeing any calls.
Make sure AI transcription is enabled in your Dialpad account. Ping only processes calls that have a completed transcript. Check the Enable AI Transcripts in Dialpad section above for instructions. Also confirm that your Dialpad plan is Pro or Enterprise, as these features are not available on lower-tier plans.
A call is showing a phone number instead of a contact name.
This means the phone number has not been linked to a contact yet. Open the call in Ping and click the phone number to link it. See the Linking Phone Numbers to Contacts section above.
I linked the wrong contact to a phone number.
Open a call from that phone number in Ping and click the phone number again. You can update the linked contact from there.
My calls are taking a while to appear.
After a call ends, Dialpad needs time to generate the transcript. Once the transcript is complete, Ping will process the call. This can take a few minutes. If a call has not appeared after 15 minutes, check that your Dialpad connection is still active in Settings and Integrations.
My API key is not working.
Make sure your Dialpad API key has the recordings_export scope enabled. The key must be from a Dialpad Pro or Enterprise account. If the key was recently regenerated, the old key will no longer work.
