Dialpad + Zoho CRM
Create Zoho CRM leads from new Dialpad calls
If you've been struggling to keep up with manual data entry, you're not alone. With this integration, Zapier and Dialpad help take a few steps off your team's plate by automating lead gen based on new inbound calls. That means less note-taking and more time connecting with prospects.
If you've been struggling to keep up with manual data entry, you're not alone. With this integration, Zapier and Dialpad help take a few steps off your team's plate by automating lead gen based on new inbound calls. That means less note-taking and more time connecting with prospects.
- When this happens...Call State Changed
Triggers when a call state changes.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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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