DialLink + HubSpot + Formatter by Zapier

Create engagements in HubSpot for new incoming messages received in DialLink

When a new message comes into DialLink, this workflow automatically searches for the contact and creates an engagement in HubSpot. It's an excellent way to keep customer communications organized and tracked, leading to more efficient sales and customer service management.

When a new message comes into DialLink, this workflow automatically searches for the contact and creates an engagement in HubSpot. It's an excellent way to keep customer communications organized and tracked, leading to more efficient sales and customer service management.

  1. When this happens...
    DialLinkDialLink
    New Message

    Triggers when a new message is successfully received or sent.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this...
    HubSpotHubSpot
    Find Contact

    Finds a contact by searching.

    ActionSearch
  4. then do this!
    HubSpotHubSpot
    Create Engagement

    Creates a new Engagement for a contact, in HubSpot.

    ActionWrite
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Supported triggers and actions

  • DialLink triggers, actions, and search

    New Message

    Triggers when a new message is successfully received or sent.

    Trigger
    Instant
    Try It
  • DialLink triggers, actions, and search

    New Undelivered Message

    Triggers when a new message is undelivered or failed.

    Trigger
    Instant
    Try It
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diallink logo

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
hubspot logo
hubspot logo

About HubSpot

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

Related categories

  • Marketing Automation

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formatter logo

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

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