Agile CRM + Dialpad Integration

Connect Agile CRM to Dialpad in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • 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 Agile CRM + Dialpad Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Agile CRM + Dialpad Integration

Send Dialpad message for new Agile CRM contact

Anytime a new contact is added to your Agile CRM, 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 Agile CRM - 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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Agile CRM + Dialpad Integration

Send Dialpad message for new Agile CRM task

With this Agile CRM - Dialpad integration, whenever a new task is created in Agile CRM, message will be sent via Dialpad. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Agile CRM + Dialpad Integration

Send Dialpad message for new Agile CRM deal

Whenever a new deal is created in your Agile CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending Dialpad message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Agile CRM - Dialpad integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular Dialpad Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Dialpad logo
Send Dialpad message for new Google Sheets row
02
Dialpad logo
Telegram logo
Send message from Telegram for new message received in Dialpad
03
Dialpad logo
ClickSend SMS logo
Send message from ClickSend SMS for new message received in Dialpad
04
Dialpad logo
Online Live Support logo
Send message from Online Live Support for new message received in Dialpad
05
Dialpad logo
Zoho CRM logo
Create Zoho CRM module for new message received in Dialpad
cloud
Dialpad
app integration
06
MySQL logo
Dialpad logo
Send Dialpad message for new MySQL row
07
Dialpad logo
GoHighLevel (Legacy) logo
Create GoHighLevel note for new Dialpad message
08
Dialpad logo
WATI logo
Send message from WATI for new message received in Dialpad
09
Dialpad logo
Flock logo
Send message from Flock for new message received in Dialpad
10
Dialpad logo
SMS Alert logo
Send message from SMS Alert for new message received in Dialpad
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How Integrately Works?

1
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2
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3
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Dialpad With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
Dialpad
Dialpad
Dialpad lets you make calls, send messages, and collaborate in real time from anywhere - your desk phone, mobile phone and tablet. With Dialpad, you can manage all digital communication channels in a single app.