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.

When this happens...
Call State Changed
Triggers when a call state changes.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

What does this mean?

Call State Changed
Triggers when a call state changes.
Trigger
Instant
SMS Created
Triggers when an SMS is created
Trigger
Instant
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.
Trigger
Scheduled
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.
Trigger
Scheduled
New Module Entry
Triggers instantaneously when any entry is created in the specified module.
Trigger
Instant
New 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.
Trigger
Scheduled
New or Updated Lead
Triggers when a new lead 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.
Trigger
Scheduled
New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
Trigger
Instant
Zoho CRM
Triggers when a new active user is added to your Zoho CRM account.
Scheduled
Trigger
Zoho CRM
Triggers instantaneously when a module entry is updated
Instant
Trigger
Zoho CRM
Add attachment to the slected Module entry
Scheduled
Action
Zoho CRM
Add new tag to existing module entries
Scheduled
Action
Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
Zoho CRM
Creates a new entry in a module
Scheduled
Action
Zoho CRM
Update existing entry in the selected module
Scheduled
Action
Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
Zoho CRM
Create or update module entries
Scheduled
Action
Zoho CRM
Finds an entry in a module
Scheduled
Action
Zoho CRM
Create contact if contact does not exist
Scheduled
Action
Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
Zoho CRM
Create module entry if entry does not exist
Scheduled
Action

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.

Learn more