DialLink + HubSpot + Formatter by Zapier

Create engagements and create or update contacts in HubSpot for new outgoing calls in DialLink

After completing an outbound call on DialLink, automate the follow up process with this Zap, automatically creating a new engagement in HubSpot. This seamless workflow saves you time on manual data entry, keeps your HubSpot records up to date in real time, and ensures no call details are overlooked, providing a complete view of your customer interactions.

When this happens...
New Inbound Call
Triggers when a new inbound call is complete.
TriggerInstant
automatically do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
Get Owner by Email
Gets an existing owner by email.
ActionSearch
then do this...
Create Engagement
Creates a new Engagement for a contact, in HubSpot.
ActionWrite
then do this!
Update Custom Object
Update a Custom Object in HubSpot.
ActionWrite

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Supported triggers and actions

Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
New Inbound Call
Triggers when a new inbound call is complete.
Trigger
Instant
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New Outbound Call
Triggers when a new outbound call is complete.
Trigger
Instant
Try It
New Voicemail
Triggers when a new voicemail is created.
Trigger
Instant
Try It
- First name
- Last name
- Company name
- Address line 1
- Address line 2
- City
- State
- Country
- Zip
- Should the contact be shared?
- Should the contact be created as favorite?
- Allow duplicates?
Action
Write

- Contact identifierRequired
Action
Write
- First name
- Last name
- Email
- Phone number
Action
Search

- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Event Type
Trigger
Polling
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- Type
Trigger
Polling
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- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Blog UrlRequired
- Article StateRequired
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Property NameRequired
- Properties to retrieveRequired
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property NameRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Note
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact is already a member of the list
Action
Write
Create Company
Creates a Company in HubSpot.
Action
Write
Create Associations
Creates associations between objects.
Action
Write
- Note
- Social Media ChannelRequired
- Message ContentRequired
- When
- Save as draft
Action
Write
- Note
- Note
- NameRequired
- Company
- Contact
Action
Write
- Note
- Workflow NameRequired
- Contact's EmailRequired
Action
Write
- Contact IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Deal IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Line_item IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Ticket IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Note
- Blog URLRequired
- Blog AuthorRequired
- Publish This Post?Required
- Blog Post URLRequired
- Blog Post TitleRequired
- Blog Post ContentRequired
- Meta DescriptionRequired
- Featured image URL
Action
Write
Create Product
Creates a Product in HubSpot.
Action
Write
- Note
- List NameRequired
- Contact EmailRequired
- Halt my task if contact wasn't a member of the listRequired
Action
Write
Create Ticket
Creates a Ticket in HubSpot.
Action
Write
Update Contact
Update a Contact in HubSpot.
Action
Write
Update Line_item
Update a Line_item in HubSpot.
Action
Write
Update Ticket
Update a Ticket in HubSpot.
Action
Write
- Note
- EmailRequired
Action
Write
- Note
- Note
- Contact EmailRequired
Action
Write
- Note
- NameRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search
Find Associations
Find associations between objects.
Action
Search
- Object TypeRequired
- Pipeline IdRequired
- Stage IdRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- Additional properties to retrieve
Action
Search or write
- Type of Custom ObjectRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Message
Triggers when a new message is successfully received or sent.
Trigger
Instant
Try It
New Undelivered Message
Triggers when a new message is undelivered or failed.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Source phone number
- Target phone numberRequired
- Message bodyRequired
- Attachment URL
Action
Write
- Contact identifierRequired
- First name
- Last name
- Company name
- Address line 1
- Address line 2
- City
- State
- Country
- Zip
- Should the contact be shared?
- Should the contact be created as favorite?
- Allow duplicates?
Action
Write
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property NameRequired
Trigger
Instant
Try It
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Trigger
Polling
Try It
- FormRequired
Trigger
Instant
Try It
- Contact ListRequired
- Note
- Additional properties to retrieve
Trigger
Instant
Try It
- Type of Custom ObjectRequired
Trigger
Instant
Try It
- ChannelRequired
- Status
Trigger
Polling
Try It
- Note
- Additional properties to retrieve
Trigger
Polling
Try It
- Property NameRequired
Trigger
Polling
Try It
- Type of Custom ObjectRequired
Trigger
Instant
Try It
- Note
- Contact EmailRequired
- Subscription TypesRequired
- Legal Basis Explanation
Action
Write
- Note
- NameRequired
Action
Write
Create Contact
Creates a Contact in HubSpot.
Action
Write
- Note
- Halt task if any associations error occurred
- Engagement TypeRequired
- Assigned To
Action
Write
- Type of Custom ObjectRequired
Action
Write
Create Deal
Creates a Deal in HubSpot.
Action
Write
- Company IDRequired
- Note
- Additional properties to retrieve
Action
Write
- Type of Custom ObjectRequired
Action
Write
- Note
Action
Write
- Product IDRequired
- Note
- Additional properties to retrieve
Action
Write
Create Line_item
Creates a Line_item in HubSpot.
Action
Write
- Note
- Contact Email AddressRequired
- Event IDRequired
- Contact Value
Action
Write
Remove Associations
Removes associations between objects.
Action
Write
- Note
- FormRequired
- Note
- HubSpot usertoken
- IP address
- Page name
- Page URI
- Page ID
- SFDC campaign ID
- GoToWebinar key/ID
- Submission timestamp
- Skip validation
Action
Write
Update Company
Update a Company in HubSpot.
Action
Write
Update Deal
Update a Deal in HubSpot.
Action
Write
Update Product
Update a Product in HubSpot.
Action
Write
- Type of Custom ObjectRequired
Action
Write
- FolderRequired
- FilenameRequired
- Access levelRequired
- FileRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Note
- Additional properties to retrieve
Action
Search
- Type of Custom ObjectRequired
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Owner emailRequired
- Search among deactivated owners
Action
Search
- Owner IdRequired
- Search among deactivated owners
Action
Search
- Note
- Additional properties to retrieve
Action
Search
- Note
- NameRequired
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- NameRequired
- Note
- Company
- Contact
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write
- Note
- Additional properties to retrieve
Action
Search or write

About DialLink

DialLink is a powerful, flexible, and affordable cloud phone system, perfect for separating work and personal calls with advanced features

Related categories

Phone & SMS

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

Learn more

Related categories

Marketing Automation

Similar apps

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more

Related categories

Related Zap Templates

Create engagements in HubSpot for new incoming messages received in DialLink

Create engagements and add contacts to HubSpot for new outgoing calls in DialLink

DialLink + HubSpot + Formatter by Zapier

Create engagements and create or update contacts in HubSpot for new outgoing calls in DialLink

Deleted Contact

New Inbound Call

New Outbound Call

New Voicemail

Create Contact

Delete Contact

Contacts

Numbers

Utilities

New Contact

Contact Recently Created or Updated

Product Recently Created or Updated

New Email Event

New Engagement

New Line_item

New COS Blog Article

New Deal

New Ticket Property Change

New Ticket

New Contact Property Change

Updated Deal Stage

Add Contact to List

Create Company

Create Associations

Create Social Media Message

Create Deal Deprecated

Add Contact to Workflow

Get Contact

Get Deal

Get Line_item

Get Ticket

Create COS Blog Post

Create Product

Remove Contact From List

Create Ticket

Update Contact

Update Line_item

Update Ticket

Remove Email Subscription

Create or Update Contact

Find Company Deprecated

Find Contact

Find Deal Deprecated

Find Associations

Get Pipeline Stage Details

Find Line_item

Find Ticket

Find or Create Company

Find or Create Custom Object

Find or Create Deal

Find or Create Product

New Contact

New Message

New Undelivered Message

Updated Contact

Create Message

Update Contact

Date / Time

Text

New Company

Company Recently Created or Updated

Line_item Recently Created or Updated

Deal Property Change

Email Subscriptions Timeline

New Form Submission

New Contact in List

New Custom Object

New Social Media Message

New Product

New Company Property Change

New Custom Object Property Change

Update Contact Subscription Preferences

Create Company Deprecated

Create Contact

Create Engagement

Create Custom Object

Create Deal

Get Company