Connect Dialpad and Togile to Build Intelligent Automations

Choose a Trigger

Dialpad

When this happens...

Choose an Action

Togile

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.

New Contact

New Contact

Triggers when a contact is added in Togile and returns the contact details.

Edit Lead

Edit Lead

Update an existing lead's details in Togile CRM.

Request a new Trigger for Dialpad

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.

Create lead

Create lead

Create a new lead from contact details with optional email, phone, source, and custom fields.

Create Company

Create Company

Create a new company in Togile CRM.

Create Contact

Create Contact

Create a new contact in Togile using provided first/last name, email, phone and optional company, title, owner, source, and custom fields.

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Frequently Asked Questions

How do I start an integration between Dialpad and Togile ?

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

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

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

How often does the data sync between Dialpad and Togile ?

The data sync between Dialpad and Togile 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 Togile ?

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 Togile ?

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

About Togile

Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.

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