The Original Dialpad and Zoho CRM Extension.

Our Zoho CRM (https://go.zoho.com/VDT) extension seamlessly connects DialPad SMS with Zoho CRM, allowing you to manage and track SMS communications directly within your CRM environment. With this integration, all SMS interactions from DialPad are automatically logged in Zoho CRM, ensuring that your customer communication history is comprehensive and up-to-date. This tool enhances your team's ability to maintain clear communication records, streamline workflows, and improve customer engagement.

Case Study :

Integration of Dialpad and Zoho CRM

Key features

Automatic SMS Logging: Every SMS sent or received via DialPad is automatically recorded in the relevant Zoho CRM contact or lead.

ChatGPT Integration

Leverage AI-powered responses and suggestions directly within Zoho CRM to enhance your SMS communication and customer interactions.

Template Support

Easily create and use SMS templates for frequently sent messages, ensuring consistency and saving time.

Workflow Automation

Automate routine tasks related to SMS communications, such as triggering follow-up actions based on SMS responses, to increase efficiency and reduce manual work.

Centralized Communication

Keep all your communication channels unified within Zoho CRM, allowing for better organization and tracking.

Improved Workflow Efficiency

Improved Workflow Efficiency: By integrating DialPad SMS with Zoho CRM, your team can save time on manual data entry and focus more on customer interaction.

User Feedback and Results

This extension is ideal for businesses looking to enhance their communication management and streamline their CRM processes with advanced features like AI integration, template support, and workflow automation.

About Dialpad

Dialpad is a cloud-based business communication tool that uses AI to help businesses connect teams, support customers, and build ROI. It's designed to help businesses communicate with a high volume of contacts through multiple channels, including voice, web chat, email, SMS, and social media.

About Zoho CRM

Zoho CRM is an award-winning customer relationship management system trusted by global businesses to help them convert more leads, engage with customers and grow revenue.

The single platform brings together all aspects of sales activities like marketing or support for efficient processing in one place through policy automation that streamlines workflows between employees so you can focus on what matters most: growing your business!

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