Connect Dialpad and Microsoft Excel to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Dialpad and Microsoft Excel together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dialpad with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Call State Changed" from Dialpad.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Dialpad and Microsoft Excel, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Call StatesRequired
Try ItTriggerInstant- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling
- SMS directionRequired
Try ItTriggerInstant- 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.
ActionWrite - Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling
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Connect Dialpad and Microsoft Excel to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Dialpad on the Zapier blog
Learn how to automate Microsoft Excel on the Zapier blog
Frequently Asked Questions about Dialpad + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dialpad and Microsoft Excel
How can I connect Dialpad with Microsoft Excel?
You can connect Dialpad with Microsoft Excel using our integration platform. You'll need to set up a Zap that will allow the two applications to communicate by defining specific triggers in Dialpad and actions in Excel.
What types of triggers are available for the Dialpad and Microsoft Excel integration?
When integrating Dialpad with Microsoft Excel, triggers such as 'New Call', 'New Voicemail', or 'New SMS' in Dialpad can be used to initiate actions in your Excel spreadsheets.
Can I automate the creation of a new row in Excel when a call is received in Dialpad?
Yes, you can automate this process by setting up a trigger for 'New Call' in Dialpad. This setup will prompt our system to automatically add a new row with call details to your designated Excel worksheet.
Is it possible to update an existing Excel row based on a voicemail received in Dialpad?
Absolutely, you can configure the integration so when a 'New Voicemail' is detected in Dialpad, specific fields in an existing row of your Excel sheet are updated with the voicemail details.
How do I track SMS messages from Dialpad in an Excel spreadsheet?
To track SMS messages from Dialpad, you can establish a trigger for 'New SMS'. This trigger will log details of each message into your preferred columns within an Excel spreadsheet automatically.
Can I set up alerts or notifications within Excel based on calls recorded in Dialpad?
Yes, you can configure actions such as sending notification emails or creating alerts directly within your spreadsheet when specific call criteria are met using our integration functionalities.
Are there any prerequisites for integrating Dialpad with Microsoft Excel?
Before starting the integration, ensure both your Dialpad and Microsoft accounts have the necessary permissions and API access enabled. Also, make sure you're familiar with setting up triggers and actions on our platform.
