Close + Dialpad Integration

Integrate Close to Dialpad in one click, or tell Integrately AI how you want each lead handled. Log call states, create communication records, update contact details, and trigger follow-up tasks automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • Dialpad
    SMS is sent in Dialpad Instant
  • Dialpad
    Call state is updated in Dialpad Instant
Arrow Right
2.
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close
  • Dialpad
    Send SMS in Dialpad
  • Dialpad
    Send SMS to channel in Dialpad
  • Dialpad
    Create contact in Dialpad
  • Dialpad
    Create call in Dialpad

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Ready Workflows Ready Workflows for Close + Dialpad Integration

Log call records, update lead notes, sync communications, alert your team, and trigger follow-up tasks, all in just one click.

Most popular automationsmost-popular-automations
Close + Dialpad Integration

Send Dialpad message for new Close contact

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

Send Dialpad message for new Close task

With this Close - Dialpad integration, whenever a new task is created in Close, message will be sent via Dialpad. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Close + Dialpad Integration

Send Dialpad message for new Close opportunity

Whenever a new opportunity is created in your Close, 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 Close - 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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  • 1of1
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 Close + Dialpad flow

Streamline your pipeline by connecting messaging, calendar, and task management tools after your calls and leads sync. Pick a combination and activate it in one click.

Close
Dialpad
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (2)
+
SlackSlack (2)
+
GmailGmail (2)
+
HubSpotHubSpot (2)
+
AsanaAsana (2)
C
G
D
Schedule a Google Calendar meeting when a new Close lead is created, and send a confirmation SMS in Dialpad
New Close leads automatically generate a Google Calendar meeting and trigger an SMS in Dialpad without manual scheduling.
D
G
C
Create a Google Calendar meeting when a Dialpad call state updates, and add a note in Close
Call updates in Dialpad instantly schedule follow-up meetings in Google Calendar and log details in Close.
G
C
D
When a Google Calendar meeting is created, update the lead status in Close and send an SMS in Dialpad
New meetings in Google Calendar automatically update lead statuses in Close and trigger confirmation messages in Dialpad.

Supported triggers and actions for Close and Dialpad

Mix and match to build the exact automation you need

Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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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
Try it →

What can you automate with Close + Dialpad?

Streamline your communication pipeline by connecting every call state and lead event.

What you can automate?
📞
Log every Dialpad call in Close instantly
Capture every call state update and SMS interaction from Dialpad and create corresponding activity records or notes in Close without manual entry.
📋
Capture every submitted contact detail
Map all available contact fields and lead attributes from Close into your communication workflows to maintain rich prospect profiles.
🔔
Alert your team immediately on activity
Trigger instant team notifications and follow-up assignments the moment a new lead is created or a call concludes.
🔀
Route communications based on lead status
Send targeted SMS messages or update lead records dynamically depending on the specific status changes in your CRM.
🔄
Keep lead records fully up to date
Ensure every phone number, task, note, and opportunity status stays perfectly synchronized across both platforms.
🔍
Add or update records without duplicates
Search existing contacts and leads before creating new entries to keep your database clean and free of redundant records.
Handle later status changes automatically
Automate follow-up tasks and update opportunity stages when lead statuses or call outcomes shift during the sales cycle.
🔗
Extend your workflow to team channels
Connect your core automation pair with tools like Slack to notify colleagues and track milestones across your workspace.
And much more...

Who is Close + Dialpad integration for?

Sales teams, operations leaders, and revenue professionals eliminate manual call logging and lead tracking to maintain accurate pipelines.

Sales Operations Managers
Sales Operations Managers
Inside Sales Representatives
Inside Sales Representatives
Account Executives
Account Executives
High-Volume Support Teams
High-Volume Support Teams
Business Development Reps
Business Development Reps
RevOps Specialists
RevOps Specialists
📈
Sales Operations Managers
You rely on accurate pipeline metrics to forecast revenue, but manual call logging leaves massive gaps in your reporting data — automating both apps means every Dialpad call record maps directly to your Close lead history.
Inside Sales Representatives
You need to act fast on incoming prospect enquiries, but jumping between separate communication tools slows down your response times — this integration means every interaction syncs instantly so you can focus on selling.
🤝
Account Executives
You answer to clients and management who demand transparent progress updates, but copying call notes by hand introduces costly delays — connecting these apps means your activity history updates in real time.
📞
High-Volume Support Teams
The daily volume of calls and messages is too high for anyone to keep up with by hand, leading to missed customer follow-ups — automating these apps means every SMS and call state update triggers immediate CRM actions.
🔄
Business Development Reps
You own the initial outreach and depend on timely handoffs to move leads through the pipeline, but communication silos stall momentum — this integration means every new lead and message flows seamlessly without manual entry.
📋
RevOps Specialists
You need a reliable, unbroken audit trail of customer communications and keep finding gaps caused by manual entry errors — automating both apps means every touchpoint is recorded accurately and instantly.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Close + Dialpad

Build and manage your Close + Dialpad automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Close + Dialpad 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 Close to Dialpad?
Frequently Asked Questions
You can connect Close to Dialpad instantly using 1-click ready workflows on Integrately. Select a template, authenticate your accounts, and ask Integrately AI to configure any custom field mappings for your team.
Can I automatically log Dialpad call records into Close leads?
Frequently Asked Questions
Can I connect Close, Dialpad, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Dialpad?
Frequently Asked Questions
How does Close handle lead creation during automation?
Frequently Asked Questions
How are Dialpad call states updated in the CRM?
Frequently Asked Questions
Do I need coding skills to automate Close and Dialpad?
Frequently Asked Questions
Is the Close and Dialpad integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Close or Dialpad With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close with CRMs, email tools, and lead capture platforms to manage and follow up on your pipeline.
See All
Close Integrations arrow right
No popular apps found
Dialpad
Popular Dialpad Integrations
Sync Dialpad with messaging, support, and telephony platforms to keep customer communications flowing.
See All
Dialpad Integrations arrow right
No popular apps found