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Your No-code and AI Automation PartnerEnhance CRM Data with Dialpad
Automate the transfer of call notes from Dialpad to your CRM, ensuring seamless data consolidation and enhanced follow-up efficiency. Keep your customer records updated in real-time with this powerful integration.
When a Call Completed
1. Trigger on Call Completion
Automatically initiate process when a call ends.
Capture Call Notes
2. Extract Call Information
Gather call notes and feedback.
Format Notes
3. Organize Data
Structure call notes for CRM entry.
Update CRM Record
4. Push Data to CRM
Add notes to the correct customer profile.
Create Follow-Up Task
5. Set Follow-Up
Automatically generate follow-up tasks.
- Repeat -
Automation Benefits
Maximize Your CRM Potential
Experience the advantages of integrating Dialpad with your CRM through automation.
Boosted Productivity
Save time with automated data entry and task creation.
Seamless Integration
Connect Dialpad and CRM effortlessly.
Accurate Records
Ensure customer records are up-to-date and complete.
Improved Team Collaboration
Enable your team with access to real-time information.
Enhanced Customer Insights
Gain actionable insights from structured call data.
Efficient Follow-Ups
Never miss an opportunity for a timely follow-up.
Features
Streamline Your CRM Workflow
Discover how this integration transforms your CRM processes with automated data transfer and task creation.
- 1Real-Time Data Transfer
Automatically update CRM records as calls are completed.
- 2Improved Task Management
Create follow-up tasks based on call discussions.
- 3Structured Data Formatting
Ensure notes are organized for easy access and analysis.
Outcomes
Transform Your Customer Engagement
Leverage this automation to enhance your CRM and improve customer interactions.
50%
Increased Follow-Up Efficiency
40%
Enhanced Customer Satisfaction
30%
Improved Data Accuracy
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FAQ
Frequently Asked Questions
Get answers to common questions about integrating Dialpad with your CRM.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.