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Dialpad/CRM Integrations
Dialpad CRM automation & integration - Built and Managed for You.
Make Your Sales & Support Smarter and Easier
Improve customer communications and close deals faster with Dialpad CRM automation
Reduce Manual Work
New CRM contacts get automatically sent to Dialpad. Call transcriptions and SMS conversations get automatically sent to your CRM.
Nurture Every Opportunity
Leverage your CRM data and marketing automation workflows to initiate powerful, personalised SMS follow-ups on schedule and on-demand.
Build Instant Relationships
Empower your agents with ready-to-hand data about your contacts. Connect Dialpad with HubSpot, Keap, Eagle Software and more coming soon!
When a contact is created in your CRM have them automatically added as contacts in Dialpad allowing you to greet callers by name.
When a call is terminated, log the transcription and recording of the call as a note against contact in your CRM.
When you want to automatically send personalised SMS messages from your mobile number or other Dialpad users' numbers.
When you need to record everything in one place, automatically record inbound and outbound SMS message conversations against your CRM's contact card.
When you want to eliminate the wasteful and repetitive process of having to continuously record every telephone and SMS conversation over and over again, Agent Envoy helps staff focus on what they do best. Communications.
Connect your Dialpad and CRM with Agent Envoy for a world of new possibilities.
Is there an automation scenario you'd like to see?
Connect Dialpad to your favourite CRM with zero effort
Start synchronising leading CRMs with Dialpad
Hubspot
Keap
Eagle Software
Freshdesk (coming soon)
PropertyMe (coming soon)
Agentbox (coming soon)
Do you use a CRM that's not currently on our list?
IMAGINE
Save Hours Per Week With These Dialpad Automations
Automatically synchronise the contact information from your CRM to Dialpad and start greeting callers by name.
Automatically log transcriptions and call recordings as notes against contact in your CRM, giving you access to even more information in one place.
Automatically trigger personalised SMS messages to your CRM contacts from your sales reps' and account managers' dedicated Dialpad numbers for even more personalised service.
Automatically record inbound and outbound SMS message exchanges within Dialpad and record them against contacts in your CRM for an even bigger picture.
Put a stop to forcing staff to continuously record every telephone and SMS conversation over and over again. Automate it with Dialpad and Agent Envoy and have staff focus on what they do best. Communicate.
INNOVATION