Dialpad + LeadConnector

Create and assign new Dialpad contacts when stages in LeadConnector are updated

Easily stay on top of your sales pipeline stage changes with this workflow between LeadConnector and Dialpad. Once set up, every time there's a stage change in LeadConnector, a new contact will be created in Dialpad and can also be assigned if needed. This efficient setup saves you the time and effort of manual data entry, helping you maintain an accurate and productive sales process.

Easily stay on top of your sales pipeline stage changes with this workflow between LeadConnector and Dialpad. Once set up, every time there's a stage change in LeadConnector, a new contact will be created in Dialpad and can also be assigned if needed. This efficient setup saves you the time and effort of manual data entry, helping you maintain an accurate and productive sales process.

  1. When this happens...
    LeadConnectorLeadConnector
    Pipeline Stage Changed

    Triggers when the pipeline stage was updated for an opportunity.

    TriggerInstant
  2. automatically do this!
    DialpadDialpad

    This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.

    ActionWrite
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Supported triggers and actions

    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Business Name

    • Country

    • Date of Birth

    Action
    Write
    • Workflow IDRequired

    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Lead Source

    • Notes

    • Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    Action
    Write
    • Assign to User

    • Task TitleRequired

    • Task DescriptionRequired

    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    • First Name

    • Last Name

    • Contact Phone

    • Contact Email

    Action
    Write
    • SMS directionRequired

    Trigger
    Instant
    Try It
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About Dialpad

Dialpad is a business communications platform that's built to grow with your team, no matter where in the world they are. Offering voice, messaging, video, and more, Dialpad helps teams stay connected across all their existing devices.

Related categories

  • Phone & SMS
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leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

Related categories

  • Marketing Automation

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