Dialpad + SharpSpring Integration

Integrate Dialpad to SharpSpring in one click, or tell Integrately AI how you want each contact handled. Create contacts, update accounts, log interactions, and trigger follow-up campaigns automatically.

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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
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
Arrow Right
2.
  • Dialpad
    Send SMS in Dialpad
  • Dialpad
    Send SMS to channel in Dialpad
  • Dialpad
    Create contact in Dialpad
  • Dialpad
    Create call in Dialpad
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready Workflows Ready Workflows for Dialpad + SharpSpring Integration

Capture new contacts, update accounts, sync communications, trigger email campaigns, and track opportunities, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Dialpad + SharpSpring flow

Teams often need to notify sales channels, log calendar bookings, and update support pipelines after contacts sync between Dialpad and SharpSpring. Pick a combination and activate it in one click.

Dialpad
SharpSpring
+
SalesforceSalesforce (4)
+
CalendlyCalendly (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
TypeformTypeform (4)
+
StripeStripe (4)
D
S
S
Create a SharpSpring contact when an SMS is sent in Dialpad, and add a lead in Salesforce.
Every SMS sent in Dialpad instantly creates a contact in SharpSpring and logs a lead in Salesforce, keeping your customer data synchronized.
S
D
S
When a contact is created in SharpSpring, send an SMS in Dialpad and update the account in Salesforce.
New SharpSpring contacts trigger an instant Dialpad SMS and update your Salesforce account details automatically.
D
S
S
If an SMS is sent in Dialpad with a sales inquiry, create a contact in SharpSpring and update the opportunity in Salesforce.
Sales inquiries via Dialpad SMS update your SharpSpring contacts and advance Salesforce opportunities instantly.
D
S
S
Use Claude to summarise every Dialpad call state update, create a SharpSpring contact, and update Salesforce.
Claude analyses Dialpad call updates before creating SharpSpring contacts and updating Salesforce records.

Supported triggers and actions for Dialpad and SharpSpring

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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SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
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Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
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What can you automate with Dialpad + SharpSpring?

Streamline your communication and marketing operations by connecting Dialpad triggers to powerful SharpSpring actions.

What you can automate?
🎯
Sync Dialpad SMS directly into SharpSpring contacts
Every time an SMS is sent in Dialpad, automatically create a corresponding contact in SharpSpring. Keep your marketing database updated with real-time communication records.
📝
Capture every submitted marketing form field
Map complete SharpSpring form submissions into your contact records instead of just basic names. Ensure your sales reps have full context for every inbound inquiry.
🔔
Alert team members as soon as contacts arrive
Trigger instant internal notifications when new contacts are created or call states update. Ensure appropriate staff members respond to high-priority prospects immediately.
🔀
Route records based on submitted form criteria
Evaluate incoming form submissions or SMS keywords to trigger conditional branching. Assign enterprise leads to senior reps while standard inquiries flow into general nurturing campaigns.
🔄
Keep account records updated across platforms
Automatically update existing accounts in SharpSpring whenever call states change or new engagement occurs in Dialpad. Eliminate outdated customer statuses.
🔍
Prevent duplicate records with smart search actions
Search existing contacts and accounts before creating new entries in SharpSpring. Maintain a clean database without cluttering your pipeline with duplicate leads.
💳
Manage later status changes and opportunity stages
Update opportunities and campaign statuses in SharpSpring when customer interactions evolve. Keep your marketing funnel aligned with real-world sales progress.
🔌
Extend your workflow to team messaging apps
Connect Dialpad and SharpSpring triggers with Slack or Gmail to notify stakeholders instantly. Build multi-step pipelines that keep your entire organization synchronized.
And much more...

Who is Dialpad + SharpSpring integration for?

Marketing and sales teams connecting Dialpad and SharpSpring eliminate manual data entry, ensuring leads, calls, and campaigns sync without missing critical follow-ups.

Performance marketers and analysts
Performance marketers and analysts
Sales representatives
Sales representatives
Account managers
Account managers
High-volume support leads
High-volume support leads
Operations coordinators
Operations coordinators
CRM administrators
CRM administrators
📈
Performance marketers and analysts
You're reviewing campaign metrics across platforms but your marketing reports only update when someone manually exports contacts, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in your CRM instantly and your data stays current.
Sales representatives
You need to act fast on incoming prospect messages, but lead details sit unrecorded in communication apps until someone types them in by hand, so opportunities go cold before outreach begins — automating both apps means every SMS triggers immediate contact creation so you can follow up right away.
🤝
Account managers
You answer to clients who want clear visibility into onboarding progress, but call updates and marketing form submissions remain scattered across tools, so compiling status reports takes hours of tedious searching — connecting these apps means every interaction syncs automatically into a unified record.
📞
High-volume support leads
The volume of inbound calls and form submissions is too high for anyone to keep up by hand, leading to missed inquiries and delayed customer responses — this integration means every message and submission is captured and routed instantly without manual backlog.
🔄
Operations coordinators
You own the handoff between marketing campaigns and sales execution, but you depend on team members to manually pass lead details downstream, so handoff delays disrupt the entire pipeline — automating both apps means contact data flows seamlessly from first touch to final close.
📋
CRM administrators
You need a reliable history of all customer interactions, but manual entry errors leave frustrating gaps in your contact records and account timelines — integrating these apps means every call update and form submission populates your database with absolute consistency.
Our team

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Why choose Integrately to automate Dialpad + SharpSpring

Build and manage your Dialpad + SharpSpring 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 + SharpSpring 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
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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 SharpSpring?
Frequently Asked Questions
You can connect Dialpad to SharpSpring in one click using Integrately. Choose from ready templates or ask Integrately AI to build your custom workflow alongside tools like Slack, Gmail, and Salesforce.
Can I automatically create SharpSpring contacts from Dialpad SMS?
Frequently Asked Questions
Can I connect Dialpad, SharpSpring, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dialpad and SharpSpring?
Frequently Asked Questions
How does Dialpad handle call state updates in automation?
Frequently Asked Questions
Can SharpSpring form submissions trigger actions in Dialpad?
Frequently Asked Questions
Do I need coding skills to automate Dialpad and SharpSpring?
Frequently Asked Questions
Is the Dialpad and SharpSpring integration free?
Frequently Asked Questions
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You Can Also Connect Dialpad or SharpSpring With 1500+ Other Apps

Dialpad
Popular Dialpad Integrations
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SharpSpring
Popular SharpSpring Integrations
Sync SharpSpring with email marketing, analytics, and reporting platforms to scale lead generation and campaign tracking.