Connect Dialpad and Capterra to Build Intelligent Automations

Choose a Trigger

Dialpad

When this happens...

Choose an Action

Capterra

Automatically do this!

Enable Integrations or automations with these events of Dialpad and Capterra

Enable Integrations or automations with these events of Dialpad and Capterra

Actions

Create Contact

Create Contact

Creates a new contact in your Dialpad account.

Update a Contact

Update a Contact

Update a contact in your Dialpad account.

Create a Channel

Create a Channel

Creates a new channel in your Dialpad account.

Request a new Action for Dialpad

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Frequently Asked Questions

How do I start an integration between Dialpad and Capterra?

To start, connect both your Dialpad and Capterra accounts to viaSocket. Once connected, you can set up a workflow where an event in Dialpad triggers actions in Capterra (or vice versa).

Can we customize how data from Dialpad is recorded in Capterra?

Absolutely. You can customize how Dialpad data is recorded in Capterra. This includes choosing which data fields go into which fields of Capterra, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Dialpad and Capterra?

The data sync between Dialpad and Capterra typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Dialpad to Capterra?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Dialpad and Capterra?

Yes, you can set conditional logic to control the flow of data between Dialpad and Capterra. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Dialpad

About Dialpad

Dialpad is a modern business communications platform that offers voice, video, and messaging solutions. It is designed to streamline communication and collaboration for businesses of all sizes.

Learn More
Capterra

About Capterra

Capterra is a leading online marketplace for software solutions. It helps businesses and professionals compare software, read verified reviews, and find the right tools for their needs across categories like project management, CRM, accounting, HR, and more.

Learn More