Categories
Publisher
- Dialpad
- Professional Services
Products
Dialpad Connect
Dialpad Support
Dialpad Meetings
Helpful Links
WysywigTabs
The Dialpad + RealGreen integration connects your phone system to RealGreen CRM so lawn care and field service teams get real-time customer context and automatic call logging. When a call comes in, Dialpad looks up the caller’s number in RealGreen and pops the matching customer record, so agents see account details without manual search. After the call ends, the integration logs a phone call entry in RealGreen with key metadata like caller/callee, agent, call type, duration, and (optionally) AI recap or recording link. This reduces manual data entry, keeps customer histories complete, and helps teams deliver faster, more informed service from a single view.
Automatic customer lookup: Match callers to RealGreen customer records by phone number, so agents see the right account as soon as a call connects.
Screen pop to RealGreen: Open the customer’s RealGreen CRM record during inbound and outbound calls, eliminating manual searches.
Call logging into RealGreen: Log calls as phone call entries with caller/callee, agent, call type, duration, and optional summary or recording link.
Consistent data for field teams: Ensure lawn care and field service teams share a complete, accurate interaction history inside RealGreen.
Professional Services–led setup: Delivered and configured by Dialpad Professional Services to match your RealGreen API and workflow requirements.