Dialpad + LeadConnector
Create and update LeadConnector contacts from new Dialpad sms messages
Streamline your contact management process with this efficient workflow. When a new SMS message is created in Dialpad, this automation swiftly updates or adds the contact details in LeadConnector. This process assists in maintaining accurate and up-to-date communication records, saving you time and ensuring no lead gets overlooked.
Streamline your contact management process with this efficient workflow. When a new SMS message is created in Dialpad, this automation swiftly updates or adds the contact details in LeadConnector. This process assists in maintaining accurate and up-to-date communication records, saving you time and ensuring no lead gets overlooked.
- When this happens...SMS Created
Triggers when an SMS is created
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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)
