Google Workspace Integration

Overview

When workers have access to all of the files, emails, and events they need right inside Dialpad, they no longer have to waste time toggling through multiple tabs and windows. Everything is right there in front of them, making it easier to stay focused on the conversation at hand.

Dialpad’s Google Workspace Integration seamlessly combines your cloud phone system and video conferencing with Google's business productivity tools to create a powerful business communications hub. Workspace users can also use their email credentials to log in to Dialpad using Single Sign-On (SSO), making it easy for everyone on your team to securely access their business communications tools without having to remember yet another password.

Key Features:

User Provisioning & SSO

    • Automatically provision (or de-provision) Workspace users with Dialpad licenses

    • Authenticate user sign-in requests via SAML and allow users to login with SSO credentials

    Contact Profiles

    • Connect Gmail, Google Docs, and Google Calendar to Dialpad to automatically display shared emails, documents, and events with contacts within the Dialpad contact sidebar (available on desktop and mobile apps)

    Directory Syncing

    • Sync your Workspace directory to Dialpad to select which users you want to invite into Dialpad
    • Sync directory contacts into Dialpad (and vice versa) so contacts are up to date with name, email, or phone number changes

    Calendar Presence

    • Connect your Google Calendar with Dialpad and Dialpad will automatically adjust your presence icon to reflect when you’re currently in a meeting

    • With one click, automatically add Dialpad Meeting details to your calendar events, including international dial-in.

    • Using any browser, easily join Dialpad Meetings from a scheduled calendar event with just one click–no downloads are required.

    How to setup


    Automatic Contact Syncing

    After you log in and grant Dialpad access to your Google contacts (you'll see the prompt in your contact's sidebar), your Gmail contacts will automatically start syncing with Dialpad. The information that will be synced will be the name, phone number, and email.

    That means that contacts created in Gmail are searchable and editable in Dialpad (and vice versa).

    Shared Events

    In order to see shared events, there needs to be an email address on file for your contact.

    If you and your contact have any shared events, they'll be listed here. In addition, each event will display the event name, date, and time.

    If your contact is currently in an event (and you have permission to view) we'll display the name of the event as well.

    Click View Calendar to launch your calendar in a new window.

    And if one of your contacts is currently in a meeting, we'll display that right next to their photo (like when they're on DND or on a call).

    For this to appear on your contacts:

    • Contact must have meeting scheduled through Google Workspace
    • Meeting must be public
    • Contact must be associated with your Company

    Shared Emails

    In order to see shared emails, there needs to be an email address on file for your contact.

    If you and your Dialpad contact have any shared emails, they'll be listed here. Each email will display the subject line and date. Click on View All to launch your emails in a new window.

    Emails are retroactive (so you'll see emails from before you had signed up for Dialpad).

    Shared Docs

    In order to see shared docs, there needs to be an email address on file for your contact.

    If you and your contact have shared any documents, they'll be listed here. We display the three most recent files including the title and date of the last edit.

    Docs are retroactive (so you'll see docs from before you had signed up for Dialpad).

    Keep in mind that 'shared' can mean either shared by you or shared to you. Click on View All to launch your shared documents in another window.

    FAQs

    Can I disconnect certain sidebar integrations (Gmail, Docs, Google Calendar)?

    Sure! Hover over the sidebar integration and click on the Gear icon to disconnect.

    What does Dialpad do with access to our Google Workspace account?

    When you log into Dialpad we access:

    • your Basic Profile Information (OpenID, Email, Profile)
    • your Contacts (OpenID, Email, Profile)

    In addition to this, we have offline access. Offline access lets us access this information anytime to get a refresh token. If we didn't have a refresh token our access would expire in 1 hour, at which point we'd have to re-authenticate your login every hour.

    Incrementally, users can provide consent separately to the following:

    • Documents (we only have access when they connect on the sidebar)
    • Email (we only have access when they connect on the sidebar)
    • Calendar (we only have access when they connect on the sidebar)
    • Directory (only if admins choose to provide directory access)

    If they do not select to connect their documents, email, or calendar with Dialpad then we do not have access to that information.

    Additional info

    Easy User Provisioning with Google Workspace + SAML

    Dialpad’s intuitive interface allows admins to enjoy easy setup, account provisioning, and instant authorization for anyone in your organization. With the Google Workspace + SAML integrations, Dialpad Administrators can easily automate their user’s full lifecycle in Dialpad like creating departments, adding or removing individuals, and staying on top of ongoing administration is quick and painless.

    Dialpad and Your Google Workspace Data

    Creating a productivity ecosystem with Dialpad and Google Workspace requires access to your Workspace accounts so Dialpad can display shared emails, docs, and calendar events. That said, we take your data security extremely seriously. So while you're granting Dialpad access to your enterprise accounts and data, this is solely so we're able to make the API call for the sync and display.


    More information and support can be found here: