Dialpad + Zoho CRM
Track Dialpad call states and create new entries in Zoho CRM
This automation helps you keep track of Dialpad call changes instantly by creating a new module entry in Zoho CRM each time a call state changes. Utilizing this workflow ensures you're always updated about call activities in real-time, allowing you to manage and address customer calls effectively in your CRM system. This seamless integration between Dialpad and Zoho CRM helps streamline communication processes, giving you more time to focus on core tasks and client service.
This automation helps you keep track of Dialpad call changes instantly by creating a new module entry in Zoho CRM each time a call state changes. Utilizing this workflow ensures you're always updated about call activities in real-time, allowing you to manage and address customer calls effectively in your CRM system. This seamless integration between Dialpad and Zoho CRM helps streamline communication processes, giving you more time to focus on core tasks and client service.
- When this happens...Call State Changed
Triggers when a call state changes.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Call StatesRequired
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Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
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SMS directionRequired
Try ItCreate and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
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