Dialpad + Zoho CRM
Create new Zoho CRM entries from newly created sms in Dialpad
Streamline your customer interaction process with this workflow. Whenever a new SMS is created in Dialpad, an entry is immediately generated in your Zoho CRM module. This seamless automation saves you time and ensures that every customer interaction is promptly recorded in your CRM, strengthening your data collection and customer relationship management efforts.
Streamline your customer interaction process with this workflow. Whenever a new SMS is created in Dialpad, an entry is immediately generated in your Zoho CRM module. This seamless automation saves you time and ensures that every customer interaction is promptly recorded in your CRM, strengthening your data collection and customer relationship management efforts.
- When this happens...SMS Created
Triggers when an SMS is created
- 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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