Act! 365 + Dialpad Integration

Integrate Act! 365 to Dialpad in one click, or tell Integrately AI how you want each contact handled. Send SMS messages, log call updates, create contacts, and sync records automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Dialpad
    SMS is sent in Dialpad Instant
  • Dialpad
    Call state is updated in Dialpad Instant
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2.

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Ready Workflows Ready Workflows for Act! 365 + Dialpad Integration

Create contacts, send text messages, update call states, and log communication history, all in just one click.

Most popular automationmost-popular-automations
Act! 365 + Dialpad Integration

Send Dialpad message for new Act! 365 contact

Anytime a new contact is added to your Act! 365, automatically send them a message through Dialpad letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Act! 365 - Dialpad integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act! 365 + Dialpad flow

Send campaign updates to your email lists, schedule meetings, and log records in spreadsheets. Pick a combination and activate it in one click.

Act! 365
Dialpad
+
SalesforceSalesforce (4)
+
MailchimpMailchimp (3)
+
HubspotHubspot (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
A
S
D
Create a Salesforce contact whenever a new contact is created in Act! 365, and send an SMS in Dialpad
New Act! 365 contacts instantly appear in Salesforce while Dialpad sends an outbound text message, removing manual data entry.
D
A
S
Send an SMS in Dialpad when a call state is updated, and create a contact in Act! 365 and Salesforce
Keep Salesforce and Act! 365 updated with every Dialpad call status change and notify customers instantly via SMS.
A
S
D
Use Claude to evaluate new Act! 365 contacts, create a Salesforce lead, and send a Dialpad SMS
AI analyzes incoming Act! 365 contacts before creating qualified Salesforce leads and sending targeted SMS messages via Dialpad.
D
A
S
When an SMS is sent in Dialpad, create a contact in Act! 365, Salesforce, and log a call
Log every Dialpad text interaction across both Act! 365 and Salesforce automatically without manual logging.

Supported triggers and actions for Act! 365 and Dialpad

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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Dialpad
Dialpad Triggers & Actions
Instant
SMS is sent in Dialpad
Triggers the automation when a text message is sent
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Instant
Call state is updated in Dialpad
Triggers the automation when call details are modified
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Send SMS in Dialpad
Sends a text message to particular recipients
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Send SMS to channel in Dialpad
Sends a text message to a channel
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Create contact in Dialpad
Adds a new contact to the database
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Create call in Dialpad
Initiates a call to the recipient
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What can you automate with Act! 365 + Dialpad?

Connect your sales contacts and phone workflows to eliminate repetitive data entry and keep your communication channels in sync.

What you can automate?
🔄
Sync new contacts between Act! 365 and Dialpad instantly
Automatically create contacts in Dialpad whenever a new contact is created in Act! 365. Your databases remain completely aligned with zero manual copy-pasting.
📝
Capture every submitted contact detail accurately
Map all incoming contact attributes from Act! 365 into Dialpad records. Ensure every phone number, name, and email address lands in the right field.
💬
Trigger instant SMS notifications on new contact creation
Send automated text messages through Dialpad the moment a new contact is created in Act! 365. Keep engagement high with immediate outreach.
🔀
Route workflows based on submitted contact criteria
Perform different actions depending on contact details or phone call states. Send specific SMS follow-ups or create tailored records automatically.
📞
Keep contact records updated when call states change
Automatically update Act! 365 records whenever call states are updated in Dialpad. Maintain accurate communication logs without manual note-taking.
👥
Prevent duplicate records across your systems
Search existing databases before creating new entries. Ensure Act! 365 and Dialpad maintain clean, deduplicated contact lists.
⚡
Manage status changes and follow-up tasks seamlessly
Handle completed calls, missed messages, and status updates by triggering automated next steps across both platforms.
🌐
Extend your workflow to external apps like Google Sheets
Connect Act! 365 and Dialpad to Google Sheets or Mailchimp to log data and trigger multi-step marketing campaigns effortlessly.
And much more...

Who is Act! 365 + Dialpad integration for?

Sales professionals, marketing managers, and customer support teams eliminate manual data entry and keep communication channels aligned across Act! 365 and Dialpad.

Sales managers
Sales managers
Customer support leads
Customer support leads
Client account executives
Client account executives
Operations directors
Operations directors
Business development reps
Business development reps
CRM administrators
CRM administrators
📈
Sales managers
You're tracking daily outreach metrics in Act! 365 but phone activity data in Dialpad only updates when reps manually log calls, so your performance dashboards are always a few hours behind — this integration means every call state update logs instantly and your reports stay accurate.
⚡
Customer support leads
You need to respond to incoming customer inquiries the moment they arrive, but notifications get buried across disconnected apps so urgent issues wait too long — automating both apps means every contact triggers instant SMS alerts so your team can act immediately.
🤝
Client account executives
You answer to stakeholders who want immediate visibility into client onboarding progress, but manual record keeping creates frustrating information gaps — automating both apps means every contact and message syncs instantly for seamless client reporting.
📊
Operations directors
The volume of inbound leads and phone calls is too high for anyone to keep up by hand, leading to missed follow-ups and lost revenue opportunities — automating both apps means every interaction is processed instantly without manual overhead.
🎯
Business development reps
You own the outreach stage and depend on inbound contact creation to start calling, but manual data handoffs slow down your response times — this integration means new contacts flow straight into your calling workflow without delay.
🗂️
CRM administrators
You need a reliable customer history in Act! 365 and keep finding missing phone logs and incomplete contact records from Dialpad — automating both apps means every communication channel updates automatically with zero data gaps.
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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Act! 365 + Dialpad

Build and manage your Act! 365 + Dialpad automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Dialpad with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to Dialpad?
Frequently Asked Questions
You can connect Act! 365 to Dialpad in 1 click using ready workflows or by using Integrately AI to build custom automations with apps like Salesforce, Mailchimp, HubSpot, and Google Sheets.
Can I automatically sync new Act! 365 contacts with Dialpad?
Frequently Asked Questions
Can I connect Act! 365, Dialpad, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Dialpad?
Frequently Asked Questions
How are contact fields handled between Act! 365 and Dialpad?
Frequently Asked Questions
Can I trigger text messages in Dialpad from Act! 365 events?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Dialpad?
Frequently Asked Questions
Is the Act! 365 and Dialpad integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Dialpad With 1500+ Other Apps

Act! 365
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Dialpad
Popular Dialpad Integrations
Sync Dialpad with team collaboration, task management, and communication apps to keep phone workflows connected across your stack.
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