SugarAI Dialpad

SugarAI + Dialpad Integrations, Built by an AI Agent

Put SugarAI + Dialpad to work with AI and enterprise-grade automation

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See the kind of workflows teams build with SugarAI and Dialpad below — describe the exact one you want above and the Agent builds it on demand.

SugarAI + Dialpad When a new record is created in SugarAI, log call records in Dialpad. See details
Send text messages to newly created leads When a new lead is created in SugarAI, automatically send a welcome SMS via Dialpad to establish immediate contact. See details
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 SugarAI. See details
Dispatch text confirmations on won deals When a deal is won in SugarAI, send an automated SMS via Dialpad to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with SugarAI and Dialpad?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for SugarAI and Dialpad

Everything SugarAI and Dialpad can do inside a workflow — the triggers that start one and the actions that run when it fires.

SugarAI Explore SugarAI →

An AI-enhanced customer relationship management system that delivers predictive customer insights, automated logging, and deal scoring.

Triggers
New Record

Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).

Updated Record

Triggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).

Actions
Create Record

Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).

Update Record

Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Dialpad Explore Dialpad →

Dialpad is a cloud communication platform that provides business VoIP calling, text messaging, and AI-powered voice analytics.

Triggers
Call State Changed

Triggers when a call state changes.

SMS Created

Triggers when an SMS is created

Actions
API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Create and Optionally Assign Contact in Dialpad

This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about SugarAI + Dialpad

Is there a pre-built SugarAI + Dialpad automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches SugarAI and Dialpad's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built SugarAI or Dialpad connector?

No. The Agent works whether or not SugarAI or Dialpad already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

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

How does connecting SugarAI 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 SugarAI.

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

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

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