Create Customer.io person for new Dialpad message
Dialpad + Customer.io Integration
Customer.io + Dialpad Integration
Integrate Customer.io to Dialpad in one click, or tell Integrately AI how you want each contact handled. Log call states, update customer profiles, create contacts, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
SMS is sent in Dialpad Instant- Call state is updated in Dialpad Instant
2.
Add person to segment in Customer.io- Create or Update Person in Customer.io
- Create event in Customer.io
- Create anonymous event in Customer.io
- Send SMS in Dialpad
- Send SMS to channel in Dialpad
- Create contact in Dialpad
- Create call in Dialpad
Trusted by experts at...
Ready Workflows for Customer.io + Dialpad Integration
Log call updates, create or update customer profiles, trigger messages, and keep records synced, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Customer.io + Dialpad flow
Connect customer communication and calling data with your wider business tools to streamline workflows. Pick a combination and activate it in one click.
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Shopify (3)
Shopify (3) +
Stripe (3)
Stripe (3) +
Hubspot (3)
Hubspot (3) +
Calendly (3)
Calendly (3) +
Google Sheets (3)
Google Sheets (3) +
Slack (3)
Slack (3) D
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When a call state is updated in Dialpad, create the customer in Shopify and update the person in Customer.io
Call updates in Dialpad trigger a new Shopify customer and update Customer.io profiles instantly, keeping your e-commerce and communication data aligned.
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When an SMS is sent in Dialpad, create an order note in Shopify and record an event in Customer.io
SMS messages sent in Dialpad automatically log order notes in Shopify and create corresponding events in Customer.io without manual entry.
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When a Shopify order is paid, create a contact in Dialpad and add the person to a segment in Customer.io
New paid Shopify orders automatically generate a contact in Dialpad and assign the customer to the right segment in Customer.io.
Supported triggers and actions for Customer.io and Dialpad
Mix and match to build the exact automation you need
Customer.io Triggers & Actions
Create anonymous event in Customer.io
Creates a confidential gathering without disclosing organizer's identity
Try it → What can you automate with Customer.io + Dialpad?
Streamline your customer communication and calling workflows with robust automated triggers and actions.
📞
Sync call states to customer profiles
Automatically update Customer.io records whenever a call state is updated in Dialpad, keeping your customer behavior data accurate and up to date.
📋
Capture every submitted contact detail
Map phone numbers, names, and call metadata directly into Customer.io and Dialpad without manual copy-pasting between applications.
🔔
Notify team channels instantly
Trigger instant alerts in Dialpad or team messaging apps the moment a customer interaction or call update occurs.
🔀
Route communications based on call events
Send specific SMS messages or create contacts in Dialpad dynamically depending on the outcome of a customer phone call.
🔄
Keep customer records continuously updated
Ensure profile changes in Customer.io reflect immediately in your calling platform to maintain consistent customer context.
👥
Create contacts without duplicates
Automatically check existing records before creating new contacts or updating profiles in Customer.io and Dialpad.
⏱️
Handle post-call status changes
Trigger follow-up SMS messages or segment updates when call states transition from active to completed.
🔗
Extend workflows to external tools
Connect your core customer communication flow with Google Sheets or Slack to keep broader teams informed of call activity.
And much more...
Who is Customer.io + Dialpad integration for?
Customer support and sales operations teams depend on synchronized calling and communication records to eliminate manual data entry and prevent missed follow-ups.
Data analysts
Sales managers
Account managers
Support operations leads
Customer success reps
Operations directors
📈
Data analysts
You're pulling call logs from Dialpad and user activity from Customer.io manually to build performance reports, but your spreadsheets are always outdated by hours — with this integration, every call update lands in your systems instantly and your data stays current.
⚡
Sales managers
You need to track rep outreach and customer responses across communication channels, but records lag behind real-time calls, leaving your team in the dark — with this integration, every call state change updates your profiles instantly and keeps reps aligned.
🤝
Account managers
You answer to clients who expect immediate follow-ups after support calls, but manual logging causes frustrating delays in your workflow — with this integration, every communication detail syncs automatically and your clients receive prompt attention.
📊
Support operations leads
The volume of inbound calls and messaging data is too high for your team to log by hand, resulting in fragmented customer histories — with this integration, every interaction is recorded across your platforms effortlessly and records remain pristine.
🎯
Customer success reps
You own the onboarding stage and depend on sales handoffs from phone interactions, but delayed updates cause friction for new users — with this integration, call statuses trigger immediate profile updates and your onboarding workflows run smoothly.
📑
Operations directors
You need a reliable audit trail of all customer calls and messages, but manual record-keeping keeps leaving gaps in your history — with this integration, every event is captured accurately across your stack and your audit logs stay complete.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Customer.io + Dialpad
Build and manage your Customer.io + Dialpad automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Customer.io + Dialpad with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect Customer.io + Dialpad Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Customer.io to Dialpad?
You can connect Customer.io to Dialpad in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation. It links with apps like Shopify, Stripe, and Slack effortlessly.
Can I automatically update Customer.io profiles when call states update in Dialpad?
Can I connect Customer.io, Dialpad, and Google Sheets?
What is a good Zapier alternative for Customer.io and Dialpad?
How are contact updates handled between Customer.io and Dialpad?
Can I trigger SMS messages in Dialpad based on Customer.io events?
Do I need coding skills to automate Customer.io and Dialpad?
Is the Customer.io and Dialpad integration free?
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