Creatio Integration
Dialpad Creatio integration enhances your workflow by enabling customer record screen pops for inbound and outbound calls. The integration automatically logs Dialpad call details as a note within the corresponding customer Lead record in Creatio.
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Overview
Embrace the power of automated workflow with calls routing automatically to the Lead profile on connect, and call info submission to the Lead after hangup. Creatio + Dialpad allows you to focus on what is actually happening during the call while offloading the repetitive tasks to Dialpad.
Key Features
Automatic lead matching: Match inbound and outbound calls to Creatio leads using phone numbers stored in MobilePhone and BusinessPhone fields.
Screen pop to the right record: Open the matched lead’s edit page automatically so agents have context as soon as the call starts.
Auto-create new leads: If no matching lead exists, create a new lead automatically so no contact is missed.
Automatic call logging: Create a linked Activity record in Creatio after hangup with key call details tied to the matched lead.
AI-enriched activity records: Progressively update logged activities with call disposition and AI-generated recap summaries as they become available.
Flexible deployment: Enable the integration at the company, office, or call center level to match your workflow.
Creatio Integration
Dialpad Creatio integration enhances your workflow by enabling customer record screen pops for inbound and outbound calls. The integration automatically logs Dialpad call details as a note within the corresponding customer Lead record in Creatio.
Media
Overview
Embrace the power of automated workflow with calls routing automatically to the Lead profile on connect, and call info submission to the Lead after hangup. Creatio + Dialpad allows you to focus on what is actually happening during the call while offloading the repetitive tasks to Dialpad.
Key Features
Automatic lead matching: Match inbound and outbound calls to Creatio leads using phone numbers stored in MobilePhone and BusinessPhone fields.
Screen pop to the right record: Open the matched lead’s edit page automatically so agents have context as soon as the call starts.
Auto-create new leads: If no matching lead exists, create a new lead automatically so no contact is missed.
Automatic call logging: Create a linked Activity record in Creatio after hangup with key call details tied to the matched lead.
AI-enriched activity records: Progressively update logged activities with call disposition and AI-generated recap summaries as they become available.
Flexible deployment: Enable the integration at the company, office, or call center level to match your workflow.