Dialpad + Syncro Integrations
How to connect Dialpad + Syncro
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Call State ChangedTriggers when a call state changes.Trigger- SMS CreatedTriggers when an SMS is createdTrigger
New CustomerTriggers when you create a customer.Trigger- New InvoiceTriggers when a new invoice is created.Trigger
- New PaymentTriggers when a payment is made.Trigger
- New RMM AlertTriggers when an RMM Alert is created.Trigger
- New TicketTriggers when a Ticket is created.Trigger
- Ticket ResolvedTriggers when a Ticket is marked "Resolved".Trigger
- Syncro
Triggers when a Ticket status is changed.
Instant
Trigger
- Syncro
Creates a Customer in your Syncro account.
Scheduled
Action
- Syncro
Creates a Lead in your Syncro account.
Scheduled
Action
- Syncro
Creates a Ticket in your Syncro account.
Scheduled
Action
- Syncro
Creates a Call Log in your Syncro account.
Scheduled
Action
- Syncro
Finds an existing customer.
Scheduled
Action
How Dialpad + Syncro Integrations Work
- Step 1: Authenticate Dialpad and Syncro.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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About Syncro
Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.
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