Dialpad + Freshsales Suite Integrations
How to connect Dialpad + Freshsales Suite
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Call State ChangedTriggers when a call state changes.Trigger- SMS CreatedTriggers when an SMS is createdTrigger
New AccountTriggers when a new account is created.Trigger- New ContactTriggers when a new contact is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- Add Note to ContactAdds a note to a contact.Action
- Create AccountCreates a new account.Action
- Create ContactCreates a new contact.Action
- Freshsales Suite
Creates a new deal.
Scheduled
Action
- Freshsales Suite
Updates an existing contact.
Scheduled
Action
- Freshsales Suite
Find an existing contact by email.
Scheduled
Action
- Freshsales Suite
Search the matching Contacts
Scheduled
Action
How Dialpad + Freshsales Suite Integrations Work
- Step 1: Authenticate Dialpad and Freshsales Suite.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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