An automated workflow using integromat
Connects Dialpad + HubSpot
Create a HubSpot contact for each Dialpad inbound call
About this workflow template
This automation scenario allows you to connect Dialpad and HubSpot
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Dialpad and HubSpot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Dialpad
Watch Call Events in Dialpad
Triggers when a call state changes.
Then this action happens in HubSpot
Create a Record (Legacy) in HubSpot
Creates a contact, a company, or a deal.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a HubSpot contact for each Dialpad inbound call.
Part I
Configure Applications
First, we need to connect Dialpad and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Dialpad to Make.com.
Give Make.com access to your Dialpad account, using Dialpad credentials.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Dialpad
Choose the following trigger: Watch Call Events (Triggers when a call state changes.).
Then set up an Action for HubSpot
Choose this action: Create a Record (Legacy) (Creates a contact, a company, or a deal.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Dialpad and HubSpot.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a HubSpot contact for each Dialpad inbound call!
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Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
