WysywigTabs

The Dialpad + ConnectWise PSA integration brings your service desk into every conversation. Your team gets instant caller context, automatic call documentation, and ticket management — all without leaving Dialpad.

Identify callers instantly

Incoming and outgoing calls automatically match to ConnectWise contacts by phone number, giving your team instant access to recent tickets and service history right from the Dialpad sidebar.

Log every call, automatically

Call details — including direction, duration, agent info, recording links, and AI-generated recaps — are logged directly to ConnectWise service tickets as internal notes. No manual data entry required.

Open the right record with screen pop

When a call connects, ConnectWise opens automatically to the relevant ticket or contact record. Configure screen pops for inbound calls, outbound calls, or both.

Manage tickets from the Dialpad sidebar

The Info Hub sidebar gives your team a live view of recent tickets (for both the contact and their company), one-click ticket creation, and the ability to associate calls with existing tickets — all without switching windows.