Connect Dialpad and OnePage CRM to Build Intelligent Automations

Choose a Trigger

Dialpad

When this happens...

Choose an Action

OnePage CRM

Automatically do this!

Enable Integrations or automations with these events of Dialpad and OnePage CRM

Enable Integrations or automations with these events of Dialpad and OnePage CRM

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.

Create Contact hold

Create Contact hold

Creates a new contact in OnePageCRM.

Create Call

Create Call

Create a call

Create Deal

Create Deal

Create a new deal

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Frequently Asked Questions

How do I start an integration between Dialpad and OnePage CRM?

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

Can we customize how data from Dialpad is recorded in OnePage CRM?

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

How often does the data sync between Dialpad and OnePage CRM?

The data sync between Dialpad and OnePage CRM 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 OnePage CRM?

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 OnePage CRM?

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

About OnePage CRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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