Integrate Dialpad to Tallyfy in one click, or tell Integrately AI how you want each message handled. Create tasks, update workflow states, add comments, and keep your team aligned automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Dialpad + Tallyfy flow
Sync operational tasks with your CRM, log communication data in spreadsheets, and alert your team instantly. Pick a combination and activate it in one click.
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Salesforce (4)
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Google Sheets (4)
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HubSpot (4)
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Slack (4)
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Gmail (4)
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Airtable (4)
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Create a Salesforce lead when an SMS is sent in Dialpad, and add a task in Tallyfy
New Dialpad messages immediately create Salesforce leads and open corresponding Tallyfy tasks so your sales team never misses a follow-up.
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When a call state is updated in Dialpad, update the Salesforce record and update the task in Tallyfy
Call updates in Dialpad instantly refresh Salesforce records and update the active Tallyfy task without manual data entry.
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Create a Salesforce contact from a Dialpad SMS, and add a comment to task in Tallyfy
Every incoming text message in Dialpad creates a new Salesforce contact and adds context directly to your Tallyfy task.
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Use Claude to analyse Dialpad SMS content, update Salesforce, and create a Tallyfy task
Claude categorises incoming Dialpad messages, updates Salesforce records accordingly, and opens a structured task in Tallyfy.
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Log every Dialpad SMS in Google Sheets and create a task in Tallyfy automatically
Every message sent in Dialpad is logged into Google Sheets while simultaneously opening a tracking task in Tallyfy.
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When a Dialpad call state updates, log it in Google Sheets and update the task in Tallyfy
Call status updates in Dialpad instantly add a row to Google Sheets and update the corresponding task in Tallyfy.
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Send a Dialpad SMS channel message, log it in Google Sheets, and mark the Tallyfy task as completed
Channel messages sent in Dialpad record an entry in Google Sheets and mark your operational Tallyfy task as completed.
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Use ChatGPT to summarise Dialpad call notes, save to Google Sheets, and create a Tallyfy task
ChatGPT extracts key action items from Dialpad call updates, logs them in Google Sheets, and creates a task in Tallyfy.
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Create a HubSpot deal when an SMS is sent in Dialpad, and add a task in Tallyfy
Incoming Dialpad SMS communications automatically generate HubSpot deals and initialize tracking tasks in Tallyfy.
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When a Dialpad call state updates, update the HubSpot contact and update the task in Tallyfy
Call updates in Dialpad refresh HubSpot contact details and update the corresponding workflow task in Tallyfy.
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Create a HubSpot contact from a Dialpad message, and add a comment to task in Tallyfy
New Dialpad text messages automatically register contacts in HubSpot and add contextual comments to your Tallyfy tasks.
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Use Gemini to score Dialpad call sentiment, update HubSpot, and create a Tallyfy task
Gemini evaluates Dialpad call sentiment, updates HubSpot deal properties, and initiates a task in Tallyfy.
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Send a Slack channel alert for every Dialpad SMS, and create a task in Tallyfy
New Dialpad messages immediately notify your team in Slack and automatically open a tracking task in Tallyfy.
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When a Dialpad call state updates, post a Slack alert and update the task in Tallyfy
Call status changes in Dialpad trigger instant Slack notifications and update your active Tallyfy workflow tasks.
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Notify Slack when a Dialpad SMS arrives, and mark the Tallyfy task as completed
Incoming text messages in Dialpad notify your team on Slack and mark the corresponding Tallyfy task as completed.
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Use Perplexity to summarise Dialpad call transcripts, post to Slack, and create a Tallyfy task
Perplexity extracts insights from Dialpad call updates, posts a summary in Slack, and creates a task in Tallyfy.
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Send an email via Gmail for every Dialpad SMS, and create a task in Tallyfy
New Dialpad messages automatically dispatch notification emails in Gmail while opening operational tasks in Tallyfy.
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When a Dialpad call state updates, send a Gmail notification and update the Tallyfy task
Call updates in Dialpad trigger automated notification emails in Gmail and update the matching Tallyfy task.
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Send a confirmation email via Gmail on Dialpad SMS, and mark the Tallyfy task as completed
Incoming text messages in Dialpad send a confirmation email through Gmail and complete your tracking task in Tallyfy.
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Use ChatGPT to draft a follow-up email in Gmail for Dialpad SMS, and create a Tallyfy task
ChatGPT drafts personalized follow-up emails in Gmail based on Dialpad SMS input, and creates a task in Tallyfy.
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Add an Airtable record for every Dialpad SMS, and create a task in Tallyfy
New messages in Dialpad instantly populate your Airtable base while opening corresponding tracking tasks in Tallyfy.
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When a Dialpad call state updates, update the Airtable record and update the Tallyfy task
Call updates in Dialpad modify matching records in Airtable and update your active Tallyfy workflow tasks.
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Create an Airtable record on Dialpad SMS, and add a comment to task in Tallyfy
Incoming text messages in Dialpad add new records to Airtable and append helpful comments to your Tallyfy tasks.
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Use Claude to extract entities from Dialpad SMS, save to Airtable, and create a Tallyfy task
Claude parses Dialpad text messages, populates structured Airtable fields, and opens a tracking task in Tallyfy.
Supported triggers and actions for Dialpad and Tallyfy
Mix and match to build the exact automation you need
Dialpad Triggers & Actions
Instant
SMS is sent in Dialpad
Triggers the automation when a text message is sent
Automatically open a new Tallyfy task the moment an SMS is sent in Dialpad. Eliminate manual data entry and ensure every customer touchpoint initiates an immediate workflow.
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Capture every message field and detail
Map full message text, sender details, and timestamps from Dialpad directly into your Tallyfy task parameters. Maintain comprehensive records for every interaction.
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Alert team members instantly on activity
Notify staff members as soon as call states update or messages arrive in Dialpad. Keep departments aligned and responsive without manual check-ins.
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Route tasks based on message content
Create different Tallyfy tasks or assign specific priorities depending on keywords found in your Dialpad communications. Ensure specialised handling for urgent requests.
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Keep workflow statuses synchronised
Update Tallyfy tasks automatically whenever call states or communication milestones change in Dialpad. Eliminate redundant status check meetings.
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Prevent duplicate records and tasks
Search existing records before creating new tasks in Tallyfy from Dialpad events. Maintain a clean, organised database without redundant entries.
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Manage task completion from communication events
Mark Tallyfy tasks as completed automatically when specific Dialpad SMS confirmations or channel messages are sent. Close out workflows effortlessly.
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Extend your workflow to external apps
Trigger actions in supporting tools like Google Sheets or Slack alongside your core Dialpad and Tallyfy automation. Build comprehensive multi-app pipelines.
And much more...
Who is Dialpad + Tallyfy integration for?
Connecting Dialpad and Tallyfy streamlines communication tracking and operational workflows, empowering teams across departments to work without manual interruptions.
Operations analysts
Customer support managers
Client success leads
High-volume sales teams
Project coordinators
Compliance officers
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Operations analysts
You pull communication metrics and task completion numbers to review performance, but your reports rely on manual data entry so row counts are always hours behind — automating both apps means every message update flows directly into your workflow tracking and your data stays current.
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Customer support managers
You need to act fast when urgent issues come through phone channels, but team members find out about customer requests too late because messages sit unlogged in communication apps — this integration means every inbound interaction immediately triggers the right task sequence.
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Client success leads
You answer to external clients who expect transparent progress reports on their requests, but keeping manual task boards updated causes frequent reporting delays — connecting these apps means client touchpoints automatically update operational progress.
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High-volume sales teams
The volume of inbound text messages and customer calls is too high for anyone to keep up by hand, leading to missed follow-ups and abandoned leads — automating both apps means every single communication instantly generates structured workflow tasks.
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Project coordinators
You own the execution phase and depend on upstream communication records to hand over project deliverables, but manual handoffs cause endless bottlenecks — integrating these apps means task creation happens the moment a communication event finishes.
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Compliance officers
You need a reliable history of all customer communications and internal approvals, but manual record-keeping keeps leaving audit gaps in your logs — automating both apps means every message and task status change is captured permanently.
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 Dialpad + Tallyfy
Build and manage your Dialpad + Tallyfy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Dialpad + Tallyfy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
You can connect Dialpad to Tallyfy instantly using ready-made workflows on Integrately. Simply choose a template, link your accounts, and activate 1-click automation or use Integrately AI to customise your flow with Salesforce, Google Sheets, HubSpot, Slack, Gmail, and Airtable.
Can I automatically create a Tallyfy task when an SMS is sent in Dialpad?
You can create a Tallyfy task automatically the moment an SMS is sent in Dialpad. Start with a ready automation in one click or use Integrately AI to build custom routing rules.
Can I connect Dialpad, Tallyfy, and Slack?
You can easily connect Dialpad, Tallyfy, and Slack in a single multi-step workflow. When a message is sent in Dialpad, it creates a task in Tallyfy and notifies your team in Slack, along with 1,500+ other apps.
What is a good Zapier alternative for Dialpad and Tallyfy?
Integrately is a top-rated alternative for connecting Dialpad and Tallyfy, offering 20 million+ ready automations, 24/5 live chat, and 3x to 10x lower cost with 42,000+ active users.
How does Dialpad handle message triggers for task creation?
When an SMS is sent in Dialpad, it immediately triggers your configured automation to create or update tasks in Tallyfy using a ready-made integration template.
Can I update Tallyfy tasks when Dialpad call states change?
You can automatically update Tallyfy tasks whenever call state is updated in Dialpad. Use a ready automation to keep your project stages synchronized in real time.
Do I need coding skills to automate Dialpad and Tallyfy?
No coding skills are required to connect Dialpad and Tallyfy. You can use ready templates or ask Integrately AI to build the workflow for you.
Is the Dialpad and Tallyfy integration free?
The Dialpad and Tallyfy integration is available on Integrately with a free forever plan so you can start automating immediately.
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