Dialpad + Klipfolio Integration

Integrate Dialpad to Klipfolio in one click, or tell Integrately AI how you want each message handled. Capture call and SMS details, update your metrics, refresh visualizations, and share insights automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Dialpad
    SMS is sent in Dialpad Instant
  • Dialpad
    Call state is updated in Dialpad Instant
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2.
  • Dialpad
    Send SMS in Dialpad
  • Dialpad
    Send SMS to channel in Dialpad
  • Dialpad
    Create contact in Dialpad
  • Dialpad
    Create call in Dialpad
  • Klipfolio
    Add to data source in Klipfolio
  • Klipfolio
    Update data source in Klipfolio
  • Klipfolio
    Refresh data source in Klipfolio

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Ready Workflows Ready Workflows for Dialpad + Klipfolio Integration

Capture messages, log call updates, update data sources, refresh metrics, and track trends, all in just one click.

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Connect more apps to your Dialpad + Klipfolio flow

Send call updates to your CRM, log messages in spreadsheets, and alert your team on messaging apps when new data arrives. Pick a combination and activate it in one click.

Dialpad
Klipfolio
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SalesforceSalesforce (8)
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HubspotHubspot (8)
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Google SheetsGoogle Sheets (8)
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SlackSlack (8)
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GmailGmail (8)
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AirtableAirtable (8)
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Add every new Salesforce lead to your Klipfolio data source, and send a welcome SMS in Dialpad
New Salesforce leads appear in your Klipfolio data source instantly and trigger a welcome SMS in Dialpad, keeping your metrics updated without manual entry.
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Update your Klipfolio data source when a Dialpad SMS is sent, and create a follow-up task in Salesforce
Dialpad SMS activity updates your Klipfolio data source and schedules a Salesforce task automatically, so your pipeline tracking never misses a beat.
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When a Salesforce opportunity changes stage, refresh your Klipfolio data source and notify your team via Dialpad
Opportunity updates refresh your Klipfolio data source and trigger a Dialpad SMS alert to your team, keeping everyone aligned on deal progression.
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Log every updated Dialpad call state in your Klipfolio data source, and create a contact in Salesforce
Call updates instantly refresh your Klipfolio data source and generate new Salesforce contacts, ensuring complete communication logs.
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If a Salesforce lead is marked enterprise tier, add it to your Klipfolio data source and send an alert via Dialpad
Enterprise leads update your Klipfolio data source and trigger priority Dialpad SMS alerts, ensuring high-value prospects receive immediate attention.
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When a Salesforce deal is closed won, refresh your Klipfolio data source and send a confirmation SMS in Dialpad
Won deals refresh your Klipfolio performance dashboards and trigger celebration messages in Dialpad, keeping revenue tracking completely automated.
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Use ChatGPT to summarise Salesforce notes, add the summary to your Klipfolio data source, and send an SMS in Dialpad
AI summarises Salesforce notes, updates your Klipfolio data source with insights, and alerts your team via Dialpad in one automated sequence.
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Turn every won Salesforce deal into a Klipfolio data source entry, send an SMS in Dialpad, and create a project in Asana
Won deals update your Klipfolio data source, notify your team via Dialpad, and spin up onboarding tasks in Asana automatically.

Supported triggers and actions for Dialpad and Klipfolio

Mix and match to build the exact automation you need

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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Klipfolio
Klipfolio Triggers & Actions
No trigger is available
Add to data source in Klipfolio
Adds new data to a data source
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Update data source in Klipfolio
Updates the selected data source
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Refresh data source in Klipfolio
Refreshes a data source
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What can you automate with Dialpad + Klipfolio?

Streamline your communication analytics by connecting Dialpad triggers directly to Klipfolio data sources.

What you can automate?
🔄
Sync Dialpad communication logs to Klipfolio dashboards
Automatically send call states and SMS data from Dialpad straight into your Klipfolio data source the moment activity occurs. Your reporting dashboards stay accurate without manual exports.
📋
Capture every submitted call and message field
Map all available Dialpad communication metadata into separate Klipfolio data fields instead of basic summaries. Your dashboard metrics become a more robust source for analysis.
🔔
Notify your team as soon as calls update
Trigger instant Dialpad SMS notifications whenever call states change or new messages arrive. Keep stakeholders informed without checking multiple platforms.
🔀
Route data conditionally based on call outcomes
Send specific call metrics to different Klipfolio data sources depending on whether a conversation resulted in a completed sale or an escalation.
🔄
Keep Klipfolio data sources updated continuously
Automatically refresh your Klipfolio data source whenever Dialpad activity occurs, ensuring leadership views up-to-the-minute performance metrics.
🛡️
Prevent duplicate entries in your reporting
Add or update existing Klipfolio data source records intelligently based on Dialpad identifiers, eliminating duplicate metrics and messy dashboards.
📊
Handle later status changes and call resolutions
Automatically update your Klipfolio data source when a Dialpad call state resolves or a follow-up SMS is confirmed, maintaining clean historical data.
🔌
Extend your workflow to trusted business apps
Connect your Dialpad and Klipfolio flow to tools like Slack or Google Sheets to broadcast alerts or log archival records in a single automated pipeline.
And much more...

Who is Dialpad + Klipfolio integration for?

Teams relying on Dialpad communication logs and Klipfolio reporting eliminate manual data entry and keep performance dashboards synchronized in real time.

Data analysts and BI managers
Data analysts and BI managers
Sales leaders and support supervisors
Sales leaders and support supervisors
Client success managers
Client success managers
High-volume call center supervisors
High-volume call center supervisors
Operations coordinators
Operations coordinators
Compliance officers and auditors
Compliance officers and auditors
📈
Data analysts and BI managers
You're compiling call and SMS metrics from Dialpad into reports, but your Klipfolio dashboards only update when someone manually exports data, so the KPIs you review are always a few hours behind — this integration means every new interaction populates your data source instantly and your analytics stay current.
Sales leaders and support supervisors
You need to act fast on customer inquiries handled in Dialpad, but critical call outcomes take too long to reach your tracking boards, delaying team follow-up — automating both apps means call updates refresh your Klipfolio data source and trigger instant team alerts so response times drop.
🤝
Client success managers
You answer to stakeholders who want to see communication activity, but manual reporting leaves gaps between Dialpad calls and client dashboards — connecting these apps means every message and call state flows directly into Klipfolio visualizations, keeping client reporting completely transparent.
🔄
High-volume call center supervisors
The volume of calls and messages in Dialpad is too high for anyone to log by hand, leading to incomplete performance tracking and missed metrics — with this integration, every call state update automatically feeds your Klipfolio data source without manual data entry.
📋
Operations coordinators
You own the analytics workflow and depend on communication logs to update project reports, but manual handoffs cause persistent data lags — automating both apps means your Klipfolio metrics update the moment Dialpad activity occurs, ensuring operational handoffs happen without delay.
🛡️
Compliance officers and auditors
You need a reliable history of all communication channels, but find recurring gaps between Dialpad records and your reporting databases — this integration means every SMS and call update is automatically logged in Klipfolio, providing a complete and verifiable audit trail.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Dialpad + Klipfolio

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

1,500+ apps connected
1,500+ apps connected
Connect Dialpad + Klipfolio 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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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Dialpad to Klipfolio?
Frequently Asked Questions
You can connect Dialpad to Klipfolio in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step flows connecting tools like Salesforce, HubSpot, and Slack.
Can I automatically send Dialpad SMS logs to my Klipfolio data source?
Frequently Asked Questions
Can I connect Dialpad, Klipfolio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dialpad and Klipfolio?
Frequently Asked Questions
How does Dialpad data sync with Klipfolio data sources?
Frequently Asked Questions
How does Klipfolio handle automated data source updates from Dialpad?
Frequently Asked Questions
Do I need coding skills to automate Dialpad and Klipfolio?
Frequently Asked Questions
Is the Dialpad and Klipfolio integration free?
Frequently Asked Questions
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You Can Also Connect Dialpad or Klipfolio With 1500+ Other Apps

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Klipfolio
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