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Embrace the power of automated workflow with calls routing automatically to the Lead profile on connect, and call info submission to the Lead after hangup. Creatio + Dialpad allows you to focus on what is actually happening during the call while offloading the repetitive tasks to Dialpad.
Automatic lead matching: Match inbound and outbound calls to Creatio leads using phone numbers stored in MobilePhone and BusinessPhone fields.
Screen pop to the right record: Open the matched lead’s edit page automatically so agents have context as soon as the call starts.
Auto-create new leads: If no matching lead exists, create a new lead automatically so no contact is missed.
Automatic call logging: Create a linked Activity record in Creatio after hangup with key call details tied to the matched lead.
AI-enriched activity records: Progressively update logged activities with call disposition and AI-generated recap summaries as they become available.
Flexible deployment: Enable the integration at the company, office, or call center level to match your workflow.
