Dialpad Zapier integrationAutomate Dialpad with Zapier.
The Dialpad Zapier integration gives you 2 triggers and 2 actions, with no search step. Both triggers are instant, so a call or a text starts your automation right away, even on the free plan. Here is what each one does and what it costs.
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What the Dialpad Zapier integration actually does for you
Dialpad is a business phone system: calls, texts and video for a team spread across devices. Linking it to Zapier means a call or a text in Dialpad can kick off work in your other tools, and that other tools can add contacts to Dialpad. You set it up once, and it runs on its own after that.
Three results people usually want. First, a call log that writes itself: Call State Changed fires when a call moves to the state you picked, and the next step records it in your CRM or a spreadsheet. Second, texts that never get lost: SMS Created fires on inbound, outbound or both, so a message from a customer can open a ticket or ping the right channel. Third, a contact list that stays current: Create and Optionally Assign Contact in Dialpad adds a person from a form or a CRM and can route them to a department or a user straight away.
Now what it does not do. There is no step to place a call, send a text, update a contact or look one up. Nothing reads your past call history either. If you need any of that, the only door is API Request (Beta), which is a technical tool, not a friendly menu (see our Zapier review before you commit).
Weighing tools? The Dialpad Make integration page covers the same app on Make, and Make vs Zapier sets the two platforms side by side.
Zapier words, in plain English
Seven terms come back on every line of this page. One sentence each, then we use them without repeating ourselves.
- Zap
- The automation you build: one starting event, then one or more steps that run every single time that event happens.
- Trigger
- The event that starts the Zap, here a Dialpad call or text. Once the Zap is on, Zapier sits and waits for it.
- Action
- What the Zap does after it starts: the step that creates, sends or moves something in an app on your behalf.
- Task
- What Zapier bills you for: one action that finishes successfully. Your plan's monthly allowance counts those, nothing else.
- Polling vs instant
- A polling trigger is checked by Zapier on a timer. An instant trigger is reported by the app itself, the moment the event happens.
- Filter
- A step that lets the Zap carry on only when the incoming data matches the rule you wrote, and stops it quietly otherwise.
- Connection
- Your Dialpad account linked to Zapier once, then reused by every step of every Zap that touches Dialpad.
What it really costs to run
Dialpad is not a premium app on Zapier, so it works from the free plan. The bill depends on actions, not on calls.
- Free plan100 tasks a month
- Free plan Zap size2 steps: one trigger, one action
- Dialpad triggers2 instant, 0 polling
- Premium appNo
The trigger never costs a task, and neither does Zapier listening for new calls or texts. Every action that succeeds counts once, so a Zap with three actions eats three times more than a Zap with one. An action that fails is not counted. The free plan gives you 100 tasks a month and unlimited Zaps, but each Zap stops at two steps: one trigger, one action. Add a filter or a second action and it becomes a multi-step Zap, which needs a paid plan. The polling grid below does not touch Dialpad: both triggers are instant.
Connect Dialpad to Zapier in three steps
- 01
Open your apps
In your Zapier account, go to the Apps page and click + Add connection. Type Dialpad in the search box of the dialog and pick it from the list. You need an existing Dialpad account for the next part.
- 02
Sign in to Dialpad
Click Add connection. A new tab opens on Dialpad: sign in with the account the Zaps should act as. If the Zap will touch numbers or contacts you do not own, check you have read or write access to them first.
- 03
Grant access
Approve the access Zapier asks for. The tab closes and Dialpad now shows on your Apps page. Every Zap reuses this connection, so you never repeat these steps when you build the next one.
Your first Dialpad Zap, step by step
GoalTurn an inbound text into a Dialpad contact assigned to the right team.
- 01
Start a Zap and pick the trigger
Create a new Zap, choose Dialpad as the starting app and SMS Created as the event. Select the Dialpad connection you just made.
- 02
Set the direction
Set the SMS direction to inbound, since only customer messages matter here. Then test: Zapier brings back the three most recent texts so you map on a real one.
- 03
Add a filter
Click the plus icon, add Filter, and choose the field, the rule and the value. Text rules only work on text. This step makes the Zap multi-step, so it needs a paid plan.
- 04
Add the contact action
Add Dialpad again with Create and Optionally Assign Contact in Dialpad. Map the sender details from the trigger, and pick a department or user if you want the contact routed.
- 05
Test, then publish
Run the action test and open Dialpad to check the contact really appeared. If it looks right, click Publish. From that moment, every new inbound text goes through the Zap.
Dialpad triggers
2 events start a Zap when something happens in Dialpad, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.
Call State Changed
Instant triggerIn Zapier“Triggers when a call state changes.”
Each time a call reaches one of the states you chose, this trigger hands the call to your Zap, ready to be logged, counted or followed up somewhere else.
SMS Created
Instant triggerIn Zapier“Triggers when an SMS is created”
Fires whenever a text message appears in Dialpad, so a customer reply or a message your team sent can travel on to another tool without anyone copying it across.
Dialpad actions
Dialpad gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
API Request (Beta)
ActionIn Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”
A raw request to Dialpad that reuses your connection, for anything the ready-made steps do not cover. You choose the method and the address yourself.
Create and Optionally Assign Contact in Dialpad
ActionIn Zapier“This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.”
Adds a new person to your Dialpad contacts from whatever data the earlier steps carried, and can attach them to a department or a specific user in the same move.
When a Dialpad Zap breaks
Zapier links no help article to Dialpad, so the known traps are the general ones. They hit phone data harder than most.
Calls and texts come in fast and in bulk. That is exactly the kind of traffic where a small setup mistake turns into a pile of wasted tasks. Four cases to keep in mind before you publish, and the Zapier troubleshooting page if one already happened.
Past calls are never picked up
A Zap only reacts to what happens after you switch it on. Yesterday's calls and texts stay out, and moving that history is a separate job.The Zap that feeds itself
If a Zap writes back into what its own trigger watches, for example sending a text that starts the same Zap, it fires again and again and burns tasks.Bulk imports get held back
When a trigger suddenly returns a huge batch, after a migration or a bulk import, Zapier's flood protection can pause it rather than run everything.Wrong rule type in a filter
Filter rules are typed. A number rule on a text field never passes, so the Zap looks dead while Dialpad is sending events normally.
Need help automating Dialpad with Zapier?
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