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4 min de lectura

6 formas de automatizar Dialpad con Zapier

By Juliet John · July 2, 2025
El logotipo de Dialpad conectado a los logotipos de Slack, Hojas de cálculo de Google y Salesforce sobre fondo azul claro

Since 2011, Dialpad has helped businesses manage calls, messaging, and meetings in a single platform. As soon as a conversation ends, though, you've likely got more work to do. Cue the updates to your customer relationship manager (CRM), creation of follow-up tasks, and sharing insights with your team.

Done manually, these tasks break your focus and slow you down. But when you pair Dialpad with Zapier's automated workflows—we call them Zaps—you can automate what happens after every touchpoint without bouncing between tools.

Read on for six of the most popular ways to get more out of Dialpad with secure, dependable automation.

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Índice

  • Auto-log Dialpad calls in a spreadsheet

  • Add leads and activities from Dialpad to your CRM

  • Alert your team when a new message comes in

  • Turn phone calls into support tickets

  • Send Dialpad call data anywhere with webhooks

  • Turn Dialpad calls and texts into actionable tasks

Automatically log Dialpad calls in a spreadsheet

Keeping track of your customer conversations is a non-negotiable, especially if you rely on them to close deals and provide customer support. You need to know who called, when it happened, and the outcome.

While you could manually log each call in a spreadsheet or download the call records from Dialpad and paste them into your spreadsheet, this method invites human error and wastes precious business time.

With Zapier, you can tame the chaos of workflows past and log every Dialpad call directly in a specified spreadsheet, automatically. As soon as a call ends in Dialpad, a Zap can create new rows in Google Sheets or Smartsheet—complete with the contact name, call time, and other key details. That means you'll always have an up-to-date record of every conversation.

Agregar llamadas en cola del teclado telefónico como nuevas filas en Hojas de cálculo de Google

Agregar llamadas en cola del teclado telefónico como nuevas filas en Hojas de cálculo de Google
  • Dialpad logotipo
  • Google Sheets logotipo
Dialpad + Google Sheets

Create multiple spreadsheet rows in Google Sheets whenever Dialpad call states change

Create multiple spreadsheet rows in Google Sheets whenever Dialpad call states change
  • Dialpad logotipo
  • Google Sheets logotipo
Dialpad + Google Sheets

Update rows in Smartsheet when call states change in Dialpad

Update rows in Smartsheet when call states change in Dialpad
  • Dialpad logotipo
  • Smartsheet logotipo
Dialpad + Smartsheet

Add leads and activities from Dialpad to your CRM

Every call or text is a chance to move a deal forward or solve a customer problem. If those conversations don't make it into your CRM immediately, context gets lost and follow-ups get missed.

Sales or support reps often rely on memory or post-call notes to log activity in CRM tools. But manual updates are so easy to forget and can lead to incomplete records or lost deals. A better approach? Connect your favorite CRM tool to Dialpad using Zaps, so every call and message is logged automatically.

For example, when a call ends in Dialpad, a Zap can create an activity or lead in Zoho CRM or Copper with the complete call details. Or, if someone texts your team, a Zap can automatically create a new contact or lead in Salesforce. You can even use a Zap to update an existing opportunity or create a new one in LeadConnector the moment someone reaches out.

Either way, these workflows keep your team focused on relationships, not admin work, giving you full visibility into what's happening.

Update LeadConnector opportunities when Dialpad call states change

Update LeadConnector opportunities when Dialpad call states change
  • Dialpad logotipo
  • LeadConnector logotipo
Dialpad + LeadConnector

Create new Salesforce records when new sms are created in Dialpad

Create new Salesforce records when new sms are created in Dialpad
  • Dialpad logotipo
  • Salesforce logotipo
Dialpad + Salesforce

Create Zoho CRM leads from new Dialpad calls

Create Zoho CRM leads from new Dialpad calls
  • Dialpad logotipo
  • Zoho CRM logotipo
Dialpad + Zoho CRM

Registrar nuevas llamadas de Dialpad en su cuenta de Pipedrive

Registrar nuevas llamadas de Dialpad en su cuenta de Pipedrive
  • Dialpad logotipo
  • Pipedrive logotipo
Dialpad + Pipedrive

Log new Dialpad calls as activity in your Copper account

Log new Dialpad calls as activity in your Copper account
  • Dialpad logotipo
  • Copper logotipo
Dialpad + Copper

Pro tip: When a call mentions multiple stakeholders from the same company, use AI and Looping by Zapier to create a separate CRM record for each person mentioned. That way, you make sure every potential decision-maker is properly followed up with—not just the primary caller—so you can build consensus, uncover objections early, and keep deals moving forward. Check out our guides for building loops and using AI by Zapier.

Screenshot of a workflow using AI by Zapier and Looping by Zapier steps

Alert your team when a new message comes in

When new messages flow into Dialpad, can you guarantee that the right teammate will see them in time? If your answer's no, then consider using automation. It'll help your team members stay plugged in without constantly monitoring Dialpad.

With the workflows below, you can automatically send alerts to a shared Slack channel or Microsoft Teams thread whenever someone sends your team a text. You can also send alerts through WhatsApp, Telegram, or email—or whichever communication platform your team uses the most. This way, everyone stays responsive and ready to act.

Enviar mensajes de canal en Slack para nuevos mensajes SMS en Dialpad

Enviar mensajes de canal en Slack para nuevos mensajes SMS en Dialpad
  • Dialpad logotipo
  • Slack logotipo
Dialpad + Slack

Send new Dialpad sms messages to Microsoft Teams as chat messages

Send new Dialpad sms messages to Microsoft Teams as chat messages
  • Dialpad logotipo
  • Microsoft Teams logotipo
Dialpad + Microsoft Teams

Send WhatsApp Notifications for newly created sms in Dialpad

Send WhatsApp Notifications for newly created sms in Dialpad
  • Dialpad logotipo
  • Logotipo de notificaciones de WhatsApp
Dialpad + WhatsApp Notifications

Send Telegram messages for new sms created in Dialpad

Send Telegram messages for new sms created in Dialpad
  • Dialpad logotipo
  • Telegram logotipo
Dialpad + Telegram

Create emails with Email by Zapier when new sms are created in Dialpad

Create emails with Email by Zapier when new sms are created in Dialpad
  • Dialpad logotipo
  • Email by Zapier logotipo
Dialpad + Email by Zapier

Turn phone calls into support tickets

When customers call for help, you need a clear process for following up. Usually, this means logging into your help desk to fill out a form, then creating and assigning a ticket. But when your team is swamped, those steps can easily get skipped—and without a ticket, there's no record of the call. No record means no follow-up, which means the customer doesn't get the help they need.

With Zapier, you can prevent this from happening by automating ticket creation after every Dialpad call. Use these Zaps to instantly create a ticket in Freshdesk or log new conversations in Help Scout or Zoho Desk, so your support agents can swoop in quickly.

Create new Freshdesk tickets for new calls to your Dialpad Call Centre

Create new Freshdesk tickets for new calls to your Dialpad Call Centre
  • Dialpad logotipo
  • Freshdesk logotipo
Dialpad + Freshdesk

Create new Help Scout conversations for new calls to your Dialpad Call Centre

Create new Help Scout conversations for new calls to your Dialpad Call Centre
  • Dialpad logotipo
  • Help Scout logotipo
Dialpad + Help Scout

Create new Zoho Desk tickets when Dialpad call states change

Create new Zoho Desk tickets when Dialpad call states change
  • Dialpad logotipo
  • Zoho Desk logotipo
Dialpad + Zoho Desk

Pro tip: With AI chatbots, you can build a support strategy to handle routine questions before they become phone calls. Just add a Zapier Chatbot to your website and train it on your support knowledge base. When the chatbot can't solve an issue, it can create a pre-populated support ticket with conversation context, so your team already knows what solutions were attempted and can jump straight to troubleshooting. Read our guide to creating a chatbot.

Screenshot of the Zapier Chatbots interface

Send Dialpad call data anywhere with webhooks

Zapier is the most connected AI orchestration platform. We've got thousands of app connections and are always adding more. But if a tool in your stack doesn't integrate yet, or if you've built a custom tool without a plug-and-play connection, you can still send your Dialpad data exactly where you need it to go using webhooks.

For instance, you can push Dialpad events to your data warehouse for reporting and analytics. Or send call info to an internal tool that scores leads or assigns follow-ups. No matter what your use case is, Zapier can help you power up the tools that you already use and love.

Post webhook updates when call states change in Dialpad

Post webhook updates when call states change in Dialpad
  • Dialpad logotipo
  • Webhooks by Zapier logotipo
Dialpad + Webhooks by Zapier

Turn Dialpad calls and texts into actionable tasks

Every call or SMS leads to an action. It could be a bug report, a follow-up call, or a check-in reminder. But if these actions or tasks aren't recorded, they might not happen.

With Zaps, you can automate the task creation process in your project management tool and make sure nothing falls through the cracks. For example, when a call ends in Dialpad, a Zap can create a new task in Asana or Monday.com with all the call details. Also, if you get an SMS, you can set up a Zap that automatically creates a task in Todoist and ClickUp.

Create Asana tasks for new calls to Dialpad

Create Asana tasks for new calls to Dialpad
  • Dialpad logotipo
  • Asana logotipo
Dialpad + Asana

Create new items in monday.com when call states change in Dialpad

Create new items in monday.com when call states change in Dialpad
  • Dialpad logotipo
  • monday.com logotipo
Dialpad + monday.com

Create tasks in ClickUp for every changed call state in Dialpad

Create tasks in ClickUp for every changed call state in Dialpad
  • Dialpad logotipo
  • ClickUp logotipo
Dialpad + ClickUp

Create Todoist tasks for new Dialpad sms messages

Create Todoist tasks for new Dialpad sms messages
  • Dialpad logotipo
  • Todoist logotipo
Dialpad + Todoist

Use automation to turn your conversations into action

Dialpad brings your team's calls, texts, and meetings into one place. And with Zapier, every one of these checkpoints can kick off a workflow, letting your team move faster, stay focused, and alchemize each interaction into a business opportunity.

That's just the start of what you can do with Dialpad and Zapier. What will you automate first?

Lecturas relacionadas:

  • Guía para la automatización de SMS

  • SMS by Zapier: envía alertas por mensaje de texto automáticas para eventos prioritarios

  • Cómo recibir notificaciones SMS para eventos de Google Calendar

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