Dialpad + LeadConnector
Create and update LeadConnector opportunities from new Dialpad sms messages
Stay on top of your opportunities in real time with this Dialpad and LeadConnector workflow. Whenever a new SMS is created in Dialpad, an opportunity is immediately added or updated in LeadConnector. This ensures an efficient process, eliminating manual inputs and keeping your opportunities up to date at all times. Boost your sales management and keep your business running smoothly.
Stay on top of your opportunities in real time with this Dialpad and LeadConnector workflow. Whenever a new SMS is created in Dialpad, an opportunity is immediately added or updated in LeadConnector. This ensures an efficient process, eliminating manual inputs and keeping your opportunities up to date at all times. Boost your sales management and keep your business running smoothly.
- When this happens...SMS Created
Triggers when an SMS is created
- 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)
