Dialpad + Financial Cents
Trigger Dialpad action from new contacts in Financial Cents
Easily stay in touch with your new contacts in Financial Cents by instantly connecting with them on Dialpad. Whenever a new member joins your Financial Cents team, this workflow swiftly generates a Dialpad contact entry. This instant response not only streamlines your communication strategy but also adds significant value to your business relationships.
Easily stay in touch with your new contacts in Financial Cents by instantly connecting with them on Dialpad. Whenever a new member joins your Financial Cents team, this workflow swiftly generates a Dialpad contact entry. This instant response not only streamlines your communication strategy but also adds significant value to your business relationships.
- When this happens...New Contact
Triggers when a new contact is created.
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This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
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New Client
Triggers when a new client is created.
Try ItDisplay NameRequired
Contact Name
Contact Email
Contact Phone
Contact Mobile
Contact Address
TemplateRequired
Client
Zapier Date
NameRequired
New Contact
Triggers when a new contact is created.
Try ItClient IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
Contact IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
NameRequired