# CRM Series
> Connect Dialpad with CRM Series to automatically match callers, log rich call details, and surface real-time customer context in a sidebar—helping teams stay informed, save time, and keep every interaction accurately tracked in your CRM.

Canonical page: https://ecosystem.dialpad.com/partners/crm-series
Marketplace: Our Partnership Programs | Dialpad
Last updated: 2026-09-15
Logo: https://assets.partnerfleet.app/f7vissg1udx6kg6aq2w13xmx2i2f

## At a glance
- Featured: [All Apps](https://ecosystem.dialpad.com/t/featured/all-apps), [New & Noteworthy](https://ecosystem.dialpad.com/t/featured/new-and-noteworthy)
- Partner Type: [Integration](https://ecosystem.dialpad.com/t/partner-type/integration)
- Products: Dialpad Connect, Dialpad Meetings, Dialpad Support

## Call to actions
- **Contact Us** — submit the contact form on https://ecosystem.dialpad.com/partners/crm-series

## Media
- ![CRM Series screenshot 1](https://assets.partnerfleet.app/mtmbnw80aupenxx417nsdgnjrck0)
- ![CRM Series screenshot 2](https://assets.partnerfleet.app/lf5gok7td8nmsp72gp4pujyd5w64)

## Overview
The **Dialpad + CRM Series integration** connects your phone system to CRM Series so teams can log calls automatically and work with live customer context without leaving Dialpad. When a call comes in, Dialpad searches CRM Series by phone number to find the right contact; agents can also search or rematch by name, email, or phone. A built-in sidebar shows contact details, recent calls, and a notes field, plus a simple option to choose whether the current call should be logged. After the call ends, Dialpad can automatically create a call record in CRM Series with direction, timing, agent, and AI-generated summaries—helping you maintain accurate histories while cutting manual data entry.

## Key Features
- **Automatic contact matching:**Match callers to CRM Series contacts by phone number, with options to search or rematch by name, email, or phone when needed.
- **In-call sidebar with context:**View contact details, recent call history, and notes in a dedicated sidebar inside Dialpad, without switching apps.
- **Agent-controlled call logging:**Use a simple “Save Call Log” toggle to decide whether each call is written back to CRM Series.
- **Rich call records in CRM Series:**Log direction, start/end time, agent, department (if applicable), plus AI-generated summaries, recaps, and action items.
- **Data-quality safeguards:**Log calls only when a valid contact is identified and the save option is enabled; very short calls can be excluded to keep records clean.