Send text messages to newly created leads

When a new lead is created in SmartOffice, automatically send a welcome SMS via Dialpad to establish immediate contact.

Try:

See all SmartOffice + Dialpad integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

SmartOffice Explore SmartOffice →

Triggers

New lead created

Fires when a new lead or contact is created in SmartOffice.

Deal stage changed

Fires when a deal moves to a new stage in SmartOffice.

Deal won

Fires when a deal is marked won in SmartOffice.

Contact updated

Fires when a field on a contact changes in SmartOffice.

Actions

Create or update contact

Creates or updates a contact in SmartOffice.

Create deal

Creates a new deal in SmartOffice.

Update deal stage

Moves a deal to a new stage in SmartOffice.

Log activity

Logs a call, email, or note against a record in SmartOffice.

Dialpad Explore Dialpad →

Triggers

New inbound SMS

Fires when a new text message is received in Dialpad.

New call

Fires when a new call comes in or out through Dialpad.

Missed call

Fires when a call is missed in Dialpad.

Call recording ready

Fires when a call recording finishes processing in Dialpad.

Actions

Send an SMS or MMS

Sends a text message through Dialpad.

Place an outbound call

Starts an outbound call via Dialpad.

Create or update a contact

Creates or updates a contact in Dialpad.

Send a voice message

Sends a recorded voice message via Dialpad.

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Dialpad, automatically log the activity on the contact's record in SmartOffice. See details

Dispatch text confirmations on won deals When a deal is won in SmartOffice, send an automated SMS via Dialpad to confirm details with the client. See details

See all SmartOffice + Dialpad integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between SmartOffice and Dialpad?

Yes — describe it in the box above and Knit's Integrations Agent researches SmartOffice and Dialpad's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting SmartOffice and Dialpad help track phone communications?

Inbound calls, text messages, and missed calls handled in Dialpad can automatically log activities or update lead profiles directly inside SmartOffice.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in SmartOffice can prompt Dialpad to send an automated SMS confirmation or message to the client.