Builder Prime + Dialpad

Create client records in Builder Prime when call states change in Dialpad

Streamline your business operations with this efficient workflow. As soon as there's a change in call state in Dialpad, a new client record is created instantly in Builder Prime. This not only improves data accuracy but ensures you never miss any important client information, enhancing your customer service efficiency. Perfect for businesses looking to optimize their client handling process.

Streamline your business operations with this efficient workflow. As soon as there's a change in call state in Dialpad, a new client record is created instantly in Builder Prime. This not only improves data accuracy but ensures you never miss any important client information, enhancing your customer service efficiency. Perfect for businesses looking to optimize their client handling process.

  1. When this happens...
    DialpadDialpad
    Call State Changed

    Triggers when a call state changes.

    TriggerInstant
  2. automatically do this!
    Builder PrimeBuilder Prime
    Create Client Record

    Creates a new client record.

    ActionWrite
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Supported triggers and actions

    • SMS directionRequired

    Trigger
    Instant
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  • Dialpad triggers, actions, and search

    Create 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.

    Action
    Write
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About Builder Prime

Builder Prime is a CRM, estimating, scheduling, and production management app for contractors
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Related categories

  • CRM (Customer Relationship Management)

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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.

Related categories

  • Phone & SMS