Dialpad + Method CRM
Track Dialpad call states changes by adding activities in Method CRM
Enhance your customer interaction data with this streamlined workflow. When a call state changes in your Dialpad system, a corresponding activity will be promptly added in your Method CRM application. This seamless connectivity keeps your CRM current, ensuring you have up-to-the-minute call data at your disposal for better customer service and engagement. No manual input needed, and no call details getting lost in the shuffle.
Enhance your customer interaction data with this streamlined workflow. When a call state changes in your Dialpad system, a corresponding activity will be promptly added in your Method CRM application. This seamless connectivity keeps your CRM current, ensuring you have up-to-the-minute call data at your disposal for better customer service and engagement. No manual input needed, and no call details getting lost in the shuffle.
- When this happens...Call State Changed
Triggers when a call state changes.
- automatically do this!Add Activity
Adds a new activity.
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Call StatesRequired
Try ItApi Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
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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 Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
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