CRM INTEGRATIONS
ELEVATE TEAM VIBES & EFFICIENCY
Integrate and custom build your Dialpad with the productivity tools you rely on, elevate your team experience and see productivity and efficiency blend seamlessly. It's like adding extra spice to your favourite mixtape.
Unlock new possibilities
With Dialpad CRM integrations, you're not just upgrading your communication tools; you're unlocking new possibilities for your business. Gain a competitive edge by providing exceptional customer experiences and empowering your team with the tools they need to succeed.
ENHANCED CRM EXPERIENCE
Dialpad CRM integrations are designed to transform the way you interact with your customers. By combining the robust features of Dialpad's cloud phone system with leading CRM platforms, you can access valuable customer information in real-time, streamline your communication processes, and provide an exceptional customer experience.
WHAT WILL IT DO, YOU ASK?
Seamless Contact Management, Call Conversation Tracking, and SMS Recording All in One Place.
Manage Contacts Better
When a contact is created in your CRM have them automatically added as contacts in Dialpad allowing you to greet callers by name.
Track Call Conversations
When a call is terminated, a transcription log and recording of the call will appear as a note against the contact in your CRM.
Capture SMS Conversations
Records everything in one place. Automatically records inbound and outbound SMS message conversations against your CRM's contact card.
Untangled connects Dialpad seamlessly
Bridging Dialpad with Leading CRM Platforms
WHY SHOULD YOU CONNECT YOUR CRM TOOLS WITH DIALPAD
Reduce manual workload
New CRM contacts get automatically sent to Dialpad. Call transcriptions and SMS conversations get automatically sent to your CRM.
Nurture opportunities
Leverage your CRM data and marketing automation workflows to initiate powerful, personalised SMS follow-ups on schedule and on-demand.
Customise workflows
Take advantage of Dialpad's powerful open APIs to build custom workflows for your team. Whether it’s sending SMS notifications or archiving content, our open ecosystem makes it easy to customise the way you communicate.
Enhanced Experiences Drive Better Productivity – Unify Your Tools for Seamless Problem Solving
UNIFIED TOOLS
Ready your arsenal of productivity tools in one place
Build your own unified productivity and communications stack and unleash the full potential of Dialpad with a rich suite of applications just for your team through open API development work.
Enhance, develop, and enjoy increased productivity, efficiency, and team & customer experience. It's a win-win.
