Syncro + Dialpad Integrations
Put Syncro + Dialpad to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Syncro and Dialpad
See the kind of workflows teams build with Syncro and Dialpad below — describe the exact one you want above and the Agent builds it on demand.
Syncro + Dialpad
When a new invoice is generated in Syncro, trigger an SMS notification via Dialpad.
Send text messages to newly created leads
When a new lead is created in Syncro, automatically send a welcome SMS via Dialpad to establish immediate contact.
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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 Syncro.
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Dispatch text confirmations on won deals
When a deal is won in Syncro, 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 Syncro and Dialpad?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Syncro and Dialpad
Everything Syncro and Dialpad can do inside a workflow — the triggers that start one and the actions that run when it fires.
Syncro Explore Syncro →
Syncro is an integrated management platform for managed service providers combining PSA features, remote monitoring, and CRM.
TriggersTriggers when you create a customer.
Triggers when a new invoice is created.
Triggers when a payment is made.
Triggers when an RMM Alert is created.
Triggers when a Ticket is created.
Triggers when a Ticket is marked "Resolved".
Creates an Appointment
Creates a Contact
Creates a Customer in your Syncro account.
Creates an Estimate
Creates a Lead in your Syncro account.
Creates a Ticket in your Syncro account.
Dialpad Explore Dialpad →
Dialpad is a cloud communication platform that provides business VoIP calling, text messaging, and AI-powered voice analytics.
TriggersTriggers when a call state changes.
Triggers when an SMS is created
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
Other CRM apps on Knit
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10xCRM
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17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
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AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other Phone & SMS apps on Knit
Explore more Phone & SMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
Aircall
Aircall is a cloud-based phone system and call center software integrated with sales and support tools for business communication.
allmysms
allmysms is a mobile messaging platform providing bulk SMS sending, two-way texting, and automated message notification services.
Aloware
A contact center and cloud phone system providing automated calling, texting, and sales dialer capabilities for teams.
AvidMobile
A mobile marketing platform offering SMS text messaging, mobile coupons, and bulk messaging services for businesses.
Avochato
Avochato is a phone and SMS communications platform that enables businesses to handle customer text messaging and call management.
Beetexting
Beetexting is a business text messaging platform that enables teams to send SMS messages, manage group conversations, and build relationships.
Berkshire Receptionists
Berkshire Receptionists provides virtual receptionist services, managing business phone calls, message taking, and call handling for organizations.
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.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Syncro + Dialpad
Is there a pre-built Syncro + Dialpad automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Syncro and Dialpad's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Syncro or Dialpad connector?
No. The Agent works whether or not Syncro 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 Syncro 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 Syncro.
Can I automate text message follow-ups when deal stages change?
Yes, updating a deal stage in Syncro can prompt Dialpad to send an automated SMS confirmation or message to the client.