Dialpad + LeadConnector
Update LeadConnector opportunities when Dialpad call states change
Efficiently manage your sales pipeline with this workflow that connects Dialpad and LeadConnector. When a call state changes in Dialpad, an opportunity will be added or updated in LeadConnector. This automation helps streamline your sales process and ensures you never miss out on potential opportunities.
Efficiently manage your sales pipeline with this workflow that connects Dialpad and LeadConnector. When a call state changes in Dialpad, an opportunity will be added or updated in LeadConnector. This automation helps streamline your sales process and ensures you never miss out on potential opportunities.
- When this happens...Call State Changed
Triggers when a call state changes.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Call StatesRequired
Try ItApi Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
In PipelineRequired
Moved to Stage
Try ItFirst 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
SMS directionRequired
Try ItCreate 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.
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
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)
