Connect Dialpad and KarmaCRM to Build Intelligent Automations

Choose a Trigger

Dialpad

When this happens...

Choose an Action

KarmaCRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Company Created

Company Created

Triggers when a new company is created.

New Contact Created

New Contact Created

Triggers when a new contact is created.

Contact Updated

Contact Updated

Triggers when a contact is updated.

New Deal Created

New Deal Created

Triggers when a new deal is created.

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Do thisActions

Action is the task that follows automatically within your Dialpad integrations.

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.

List All Companies

List All Companies

Retrieve the list of all companies

List All Contacts

List All Contacts

Retrieve the list of all contacts

Create Company

Create Company

Creates new company.

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Frequently Asked Questions

How do I start an integration between Dialpad and KarmaCRM?

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

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

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

How often does the data sync between Dialpad and KarmaCRM?

The data sync between Dialpad and KarmaCRM 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 KarmaCRM?

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 KarmaCRM?

Yes, you can set conditional logic to control the flow of data between Dialpad and KarmaCRM. 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.

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KarmaCRM

About KarmaCRM

KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.

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