Dialpad + Upnify Integration

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Popular Dialpad + Upnify Workflows

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Upnify + Dialpad Integration

Send Dialpad message for new Upnify client

Anytime a new client is added to your Upnify, 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 Upnify - Dialpad integration, you can rest assured that your new client 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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Upnify + Dialpad Integration

Send Dialpad message for new Upnify opportunity

Whenever a new opportunity is created in your Upnify, 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 opportunity 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 opportunitys. In short, this Upnify - Dialpad integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Dialpad + Upnify Integration
1.
  • Dialpad
    SMS is sent in Dialpad Instant
  • Dialpad
    Call state is updated in Dialpad Instant
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
2.
  • Dialpad
    Send SMS in Dialpad
  • Dialpad
    Send SMS to channel in Dialpad
  • Dialpad
    Create contact in Dialpad
  • Dialpad
    Create call in Dialpad
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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