Dialpad + Retently Integration

Integrate Dialpad to Retently in one click, or tell Integrately AI how you want each survey response handled. Tag survey responses, update customer profiles, log calls in Dialpad, and trigger follow-up SMS messages automatically.

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1.
  • Dialpad
    SMS is sent in Dialpad Instant
  • Dialpad
    Call state is updated in Dialpad Instant
  • Retently
    Survey response is created in Retently
  • Retently
    Customer is created in Retently
  • Retently
    Company is created in Retently
  • Retently
    Overall metric score is updated in Retently
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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
  • Retently
    Unsubscribe customer in Retently
  • Retently
    Create or Update Customer in Retently
  • Retently
    Search customer by email in Retently
  • Retently
    Tag a survey response in Retently
  • Retently
    Search company in Retently
  • Retently
    Create customer and Send survey in Retently

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Ready Workflows Ready Workflows for Dialpad + Retently Integration

Capture survey responses, update customer records, log calls, notify your team, and send follow-up messages, all in just one click.

Most popular automationsmost-popular-automations
Retently + Dialpad Integration

Send Dialpad message for new Retently response

When you receive a new Retently response, you can automatically send a Dialpad message. This is a great way to stay on top of new responses and ensure that you're always providing the best possible customer service. Plus, it's just one less thing that you have to remember to do manually!

So go ahead and set up your automatic Dialpad message today. Your future self will thank you.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Dialpad + Retently flow

Connect CRMs, support desks, messaging tools, and forms to extend your customer feedback workflow. Pick a combination and activate it in one click.

Dialpad
Retently
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
SlackSlack (4)
+
ZendeskZendesk (4)
+
TypeformTypeform (4)
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StripeStripe (4)
R
S
D
Create a Salesforce contact from every new Retently survey response, and send an SMS in Dialpad
New Retently survey responses update your Salesforce contacts instantly while Dialpad sends an SMS, eliminating manual data entry.
D
R
S
When a Dialpad call state is updated, update the customer in Retently and create a task in Salesforce
Call updates in Dialpad instantly sync with Retently and Salesforce, ensuring your customer records remain accurate.
R
S
D
If a Retently survey score is updated, update the Salesforce account and send an SMS in Dialpad
Updated Retently scores immediately trigger Salesforce account updates and notify staff via Dialpad SMS.
R
S
D
When a new customer is created in Retently, create a contact in Salesforce and create a call in Dialpad
New Retently customers are automatically added to Salesforce and scheduled for a welcome call in Dialpad.

Supported triggers and actions for Dialpad and Retently

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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Retently
Retently Triggers & Actions
Survey response is created in Retently
Triggers the automation when a survey response is submitted
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Customer is created in Retently
Triggers the automation when a new customer is created
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Company is created in Retently
Triggers the automation when a new company is created
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Overall metric score is updated in Retently
Triggers the automation when the overall metric score is updated
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Unsubscribe customer in Retently
Removes customer from mailing list
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Create or Update Customer in Retently
Creates or updates a customer record
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Search customer by email in Retently
Searches for a customer by their email address
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Tag a survey response in Retently
Tags a survey response
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Search company in Retently
Finds information about a company
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Create customer and Send survey in Retently
Creates a new customer record and sends a survey to the customer
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What can you automate with Dialpad + Retently?

Streamline your customer satisfaction tracking by connecting survey responses directly to your calls and messages.

What you can automate?
🔄
Sync survey responses to customer calls instantly
Automatically create Dialpad contacts and log call interactions whenever a new survey response is created in Retently. Eliminate manual data entry and keep your communication channels updated.
📝
Capture every submitted feedback field
Map all available Retently survey questions and metric scores into your Dialpad records instead of basic contact info. Ensure your team has full context before every call.
🔔
Notify staff as soon as feedback arrives
Send instant SMS alerts in Dialpad the moment a customer submits a Retently survey response. Enable your team to respond to critical customer feedback without delay.
🔀
Route workflows based on survey scores
Trigger different Dialpad actions depending on whether a Retently overall metric score is positive or negative. Send thank you texts for high scores and urgent alerts for low ratings.
🔄
Keep customer profiles updated across apps
Automatically update Retently customer records whenever call states or contact details change in Dialpad. Maintain synchronized data across your entire communication stack.
🛡️
Prevent duplicate records automatically
Search existing customer email records in Retently before creating new entries from Dialpad activities. Keep your database clean and free of redundant profiles.
⏱️
Handle later customer lifecycle changes
Automatically unsubscribe customers in Retently or update their company details when call follow-ups conclude. Manage long-term customer statuses effortlessly.
🔌
Extend your workflow to Slack
Connect Dialpad and Retently with Slack to post survey responses directly into team channels. Keep everyone informed of customer sentiment shifts in real time.
And much more...

Who is Dialpad + Retently integration for?

Customer success teams, operations managers, and support leaders eliminate manual handoffs and keep customer feedback synchronised across calls and surveys.

Customer success managers
Customer success managers
Support leads
Support leads
Account executives
Account executives
Operations directors
Operations directors
Call center supervisors
Call center supervisors
Quality assurance leads
Quality assurance leads
📈
Customer success managers
You're reviewing survey metrics and feedback scores manually across separate tabs, but survey data lags behind actual customer calls and satisfaction trends slip away — automating both apps means every Retently response updates your Dialpad contacts instantly and your feedback loops stay current.
⚡
Support leads
You need to act fast when negative customer sentiment arrives, but finding out about low survey scores a day later delays your response and frustrates clients — with this integration, every low Retently score triggers an instant Dialpad SMS so your support team resolves issues immediately.
🤝
Account executives
You answer to clients who expect proactive follow-ups after review calls, but manual note-taking leaves gaps in your client history and misses key sentiment shifts — connecting these apps means every call update and survey score syncs automatically to keep client profiles accurate.
📊
Operations directors
The volume of customer survey responses and phone interactions is too high for anyone to keep up by hand, leading to missed records and unassigned follow-ups — automating both apps means every customer record updates without manual entry and your workflow scales smoothly.
📞
Call center supervisors
You own the outreach process and depend on agents to log call states and feedback manually, but busy queues cause incomplete logging and lost context — this integration means every Dialpad call update automatically triggers customer tagging and profile updates in Retently.
🔍
Quality assurance leads
You need a reliable history of customer satisfaction and call interactions, but manual tracking leaves frustrating gaps between communication channels — automating both apps means every interaction and survey score is logged completely and securely.
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Why choose Integrately to automate Dialpad + Retently

Build and manage your Dialpad + Retently 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 + Retently 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 Retently?
Frequently Asked Questions
You can connect Dialpad to Retently in 1 click using ready workflows on Integrately, or ask Integrately AI to build the integration and map the fields for your team.
Can I automatically create Dialpad contacts from new Retently survey responses?
Frequently Asked Questions
Can I connect Dialpad, Retently, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dialpad and Retently?
Frequently Asked Questions
How does Dialpad handle call state updates in automation?
Frequently Asked Questions
How does Retently sync survey responses with my communication tools?
Frequently Asked Questions
Do I need coding skills to automate Dialpad and Retently?
Frequently Asked Questions
Is the Dialpad and Retently integration free?
Frequently Asked Questions
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