Dialpad + MyCRM Sync
Create new Dialpad actions from new MyCRM Sync contacts
Create new contacts in the MyCRM system and instantly have them ready for a call in your Dialpad with this easy automation. This workflow activates when a new contact is created in MyCRM, and instantly results in the action on Dialpad. It simplifies your sales process by eliminating manual entries, making your sales calls more efficient and your team more productive.
Create new contacts in the MyCRM system and instantly have them ready for a call in your Dialpad with this easy automation. This workflow activates when a new contact is created in MyCRM, and instantly results in the action on Dialpad. It simplifies your sales process by eliminating manual entries, making your sales calls more efficient and your team more productive.
- When this happens...Contact Created
Triggers when a new contact is created.
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This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
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Contact Created/Updated/Deleted
Triggers when a new contact is created/updated/deleted.
Try ItContact Deleted
Triggers when a new contact is deleted.
Try ItDeal Status Changed
Triggers when a deal changes status.
Try ItCall StatesRequired
Try It
Contact Created
Triggers when a new contact is created.
Try ItContact Updated
Triggers when a new contact is updated.
Try ItTitle
First NameRequired
Preferred Name
Last NameRequired
EmailRequired
MobileRequired
Date of Birth
Gender
Marketing Consent
Street Address
Suburb
State
Postcode
Address Type
Note Title
Note Details
UTM Source (Marketing)
UTM Medium (Marketing)
UTM Campaign (Marketing)
UTM Term (Marketing)
UTM Content (Marketing)
SMS directionRequired
Try It
