Freshworks CRM (Freshsales Suite) + Dialpad Integration

Integrate Dialpad to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Log communication channels, create and update contacts, add deals, and trigger follow-ups automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Dialpad
    SMS is sent in Dialpad Instant
  • Dialpad
    Call state is updated in Dialpad Instant
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2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • 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 Dialpad + Freshworks CRM (Freshsales Suite) Integration

Capture communication details, organise contacts, keep deals updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + Dialpad Integration

Send Dialpad message for new Freshworks CRM (Freshsales Suite) contact

Anytime a new contact is added to your Freshworks CRM (Freshsales Suite), 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 Freshworks CRM (Freshsales Suite) - 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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Freshworks CRM (Freshsales Suite) + Dialpad Integration

Send Dialpad message for new Freshworks CRM (Freshsales Suite) task

With this Freshworks CRM (Freshsales Suite) - Dialpad integration, whenever a new task is created in Freshworks CRM (Freshsales Suite), 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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Freshworks CRM (Freshsales Suite) + Dialpad Integration

Send Dialpad message for new Freshworks CRM (Freshsales Suite) deal

Whenever a new deal is created in your Freshworks CRM (Freshsales Suite), 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 deal 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 deals. In short, this Freshworks CRM (Freshsales Suite) - Dialpad integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Connect more apps to your Dialpad + Freshworks CRM (Freshsales Suite) flow

Sync communications and customer records with your favorite messaging, scheduling, and spreadsheet tools to keep your entire team aligned. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Dialpad
+
SlackSlack (6)
+
CalendlyCalendly (4)
+
GmailGmail (4)
+
HubspotHubspot (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (4)
D
F
S
Create a Freshworks CRM (Freshsales Suite) contact from every Dialpad SMS, and notify your sales channel in Slack
New Dialpad messages immediately create a contact in Freshworks CRM (Freshsales Suite) and post an alert in Slack so your team never misses a lead.
F
D
S
When a Freshworks CRM (Freshsales Suite) deal is created, send a confirmation SMS in Dialpad and post an update in Slack
New deals in Freshworks CRM (Freshsales Suite) trigger a welcome SMS in Dialpad and notify your revenue channel on Slack automatically.
F
S
When a Freshworks CRM (Freshsales Suite) contact is updated, add a note to the contact and notify your support channel in Slack
Updated Freshworks CRM (Freshsales Suite) contacts record a note and trigger an instant notification in Slack for your support team.
D
F
S
Create a Freshworks CRM (Freshsales Suite) task for every updated call state in Dialpad, and notify your team in Slack
Dialpad call updates create a corresponding follow-up task in Freshworks CRM (Freshsales Suite) and alert your team in Slack.
F
D
S
If a Freshworks CRM (Freshsales Suite) deal is updated to won, send an SMS in Dialpad and alert your executive channel in Slack
Won deals in Freshworks CRM (Freshsales Suite) trigger a congratulatory SMS via Dialpad and a high-priority notification in Slack.
F
S
Use Claude to summarise every new Freshworks CRM (Freshsales Suite) contact, log a note, and notify your team in Slack
Claude analyses new Freshworks CRM (Freshsales Suite) contacts, logs an AI summary note, and posts the brief in Slack.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Dialpad

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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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
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What can you automate with Dialpad + Freshworks CRM (Freshsales Suite)?

Streamline your customer communications and CRM data management with ready-made workflows designed for modern sales teams.

What you can automate?
📞
Log every Dialpad communication in Freshworks CRM automatically
Capture call states and SMS messages directly as structured contacts and notes inside Freshworks CRM (Freshsales Suite). Ensure your entire team views unified interaction histories without manual logging.
📋
Capture every submitted field from customer interactions
Map complete message bodies, sender phone numbers, and call metadata into your CRM fields instead of losing details in separate telecom apps. Your database becomes a reliable source for review.
🔔
Alert your team instantly when interactions occur
Notify sales reps and support channels the moment a contact is created or a deal stage changes in Freshworks CRM (Freshsales Suite). Keep response times fast across your entire organisation.
🔀
Route records based on submitted deal properties
Trigger different follow-up actions depending on whether a deal is won, lost, or pending. Direct high-value accounts to senior reps while standard enquiries route automatically.
🔄
Keep your CRM pipeline fully up to date
Synchronise deal updates, task creation, and contact modifications across systems in real time. Eliminate conflicting records between your phone system and CRM database.
🔍
Search and update existing contacts without duplicates
Check existing records by email or phone number before creating new database entries. Prevent fragmented customer profiles and keep your CRM clean.
📊
Handle later status changes like deal wins and task completions
Automatically mark tasks as completed, add completion notes, and update deal statuses when customer milestones are reached. Maintain accurate pipeline visibility.
Extend your workflow to messaging and spreadsheet tools
Connect your Dialpad and Freshworks CRM (Freshsales Suite) flow to Slack, Google Sheets, or Gmail to automate multi-step operations across your entire business stack.
And much more...

Who is Dialpad + Freshworks CRM (Freshsales Suite) integration for?

Revenue, sales, and support teams rely on this integration to eliminate manual data entry, keep pipeline records synchronised, and accelerate response times across every customer touchpoint.

Performance marketers and analysts
Performance marketers and analysts
Sales managers and team leads
Sales managers and team leads
Account managers and client success
Account managers and client success
High-volume sales development reps
High-volume sales development reps
Pipeline handoff coordinators
Pipeline handoff coordinators
Operations and compliance leads
Operations and compliance leads
📈
Performance marketers and analysts
You're reviewing communication metrics and deal velocity reports, but your CRM records only update when someone manually exports call logs, so the pipeline totals you're optimising against are always a few hours behind — with this integration, every new SMS and call state lands in your system instantly and your data stays current.
Sales managers and team leads
You need to act fast on inbound prospect engagement, and you find out about closed deals or missed calls too late in the day — automating both apps means every customer interaction updates your CRM pipeline immediately so your reps can respond without delay.
🤝
Account managers and client success
You answer to key accounts and stakeholders who expect immediate status updates after every check-in call, but manual note-taking causes communication gaps — connecting these apps means every conversation automatically populates your CRM records so clients always see accurate progress.
📞
High-volume sales development reps
The daily volume of outbound calls and text messages is too high for anyone to keep up by hand, leading to unrecorded prospect notes — automating both apps means every Dialpad communication logs straight into Freshworks CRM (Freshsales Suite) without manual copy-pasting.
🔄
Pipeline handoff coordinators
You own the closing stage and depend on someone upstream to hand over qualified prospect data from initial phone logs before you can begin outreach — this integration means every contact and task creates automatically the moment an interaction occurs.
🛡️
Operations and compliance leads
You need a reliable, unbroken audit history of customer communications, but manual entry keeps leaving noticeable gaps in your database — automating both apps means every touchpoint is recorded accurately and your audit trails remain complete.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Dialpad

Build and manage your Freshworks CRM (Freshsales Suite) + 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 Freshworks CRM (Freshsales Suite) + 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Dialpad to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Dialpad to Freshworks CRM (Freshsales Suite) instantly using 1-click ready workflows or ask Integrately AI to build your automation. It takes seconds to link your accounts and sync your communications with Slack, Google Sheets, and 1,500+ other apps.
Can I automatically create Freshworks CRM contacts from Dialpad SMS messages?
Frequently Asked Questions
Can I connect Dialpad, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dialpad and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How are call states handled between Dialpad and Freshworks CRM?
Frequently Asked Questions
Can I sync Freshworks CRM contacts with Dialpad SMS updates?
Frequently Asked Questions
Do I need coding skills to automate Dialpad and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the Dialpad and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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Freshworks CRM (Freshsales Suite)
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