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Set up your first integration
Quickly connect Dialpad to LeadConnector with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dialpad with LeadConnector - 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/Update Contact" in LeadConnector.
You’re connected!
Zapier seamlessly connects Dialpad and LeadConnector, 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- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite
- 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 - First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite
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Practical ways you can use Dialpad and LeadConnector
Log SMS interactions into LeadConnector.
When a new SMS is created in Dialpad, Zapier automatically adds the interaction to LeadConnector. This saves business owners time manually logging communications and ensures that no client touchpoints fall through the cracks, fostering stronger customer relationships without constant manual updates.
Business OwnerCapture Dialpad contacts as opportunities in LeadConnector.
When a contact is created and assigned in Dialpad, Zapier automatically creates a new opportunity in LeadConnector. This enables marketing teams to efficiently track new prospects and respond, ensuring that no potential customers are overlooked, thereby improving overall lead engagement.
Marketing & Marketing OpsTrack Dialpad calls in the sales pipeline.
When a call state changes in Dialpad, Zapier updates the corresponding pipeline stage in LeadConnector. This ensures the sales team can easily monitor call outcomes and keep their sales pipeline current, improving forecasting and pipeline management.
Sales OpsLearn how to automate Dialpad on the Zapier blog
Learn how to automate LeadConnector on the Zapier blog
Frequently Asked Questions about Dialpad + LeadConnector integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dialpad and LeadConnector
How do I set up an integration between Dialpad and LeadConnector?
To integrate Dialpad with LeadConnector, you can use our platform to create a workflow. First, select Dialpad as your trigger app and choose a specific trigger event, such as 'New Call' or 'New Voicemail'. Then, select LeadConnector as the action app and define the action you want it to perform when triggered, like 'Create Contact' or 'Update Record.' Follow the on-screen instructions to authorize both accounts and map the necessary fields.
What triggers are available for Dialpad in an integration with LeadConnector?
When integrating Dialpad with LeadConnector, you can choose from several triggers including 'New Call', 'Missed Call', 'Call Ended', and 'New Voicemail'. These triggers allow you to automate actions in LeadConnector based on your call activity in Dialpad.
What kind of actions can be automated in LeadConnector using Dialpad events?
Using Dialpad events such as 'New Call' or 'Missed Call', you can automate actions in LeadConnector like creating new contacts, updating existing records, adding notes to contacts, or sending alerts to your team.
Is it possible to update a contact in LeadConnector when a call ends in Dialpad?
Yes, you can configure the integration so that when a call ends in Dialpad ('Call Ended' event), it triggers an update action on an existing contact record within LeadConnector. This allows for seamless updates of call details directly into your CRM system without manual entry.
Can we initiate follow-up tasks in LeadConnector after receiving a voicemail in Dialpad?
Absolutely. When you receive a new voicemail in Dialpad ('New Voicemail' trigger), you can automate follow-up tasks such as creating tasks for follow-up calls or emailing summaries to yourself or your team through the integration with LeadConnector.
Do I need coding skills to set up the integration between Dialpad and LeadConnector?
You don’t need any coding skills to set up this integration. Our platform offers a user-friendly interface that walks you through each step of creating an automated workflow between Dialpad and LeadConnector.
How do we ensure data security when integrating services like Dialpad and LeadConnector?
Data security is our top priority. We use end-to-end encryption during data transfer between services like Dialpad and LeadConnector. Additionally, we comply with industry standards and regulations for data protection ensuring that all credentials are securely stored.
