Dialpad
Smartsheet

Dialpad and Smartsheet Integration

Seamlessly connect your Dialpad communications with Smartsheet’s powerful work management platform to boost productivity and streamline workflows.

Explore Triggers and Actions

New Contact Event (Instant)
Trigger new contact event subscription. See
New SMS Event (Instant)
Trigger new SMS event subscription.
Update Contact Event (Instant)
Trigger update contact event subscription.
New Call Event (Instant)
Trigger new call event subscription. See
New Sheet From Template
Creates a new sheet from a template.
Add Row to Sheet
Adds a row to a sheet.
Update Row
Updates a row in a sheet.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Dialpad and Smartsheet?

The Dialpad and Smartsheet integration empowers teams to synchronize communication and project management effortlessly. Automatically log calls, update project statuses, and collaborate in real-time without switching between apps. Enhance visibility, improve task tracking, and accelerate decision-making by combining Dialpad’s intelligent voice platform with Smartsheet’s dynamic work execution capabilities.

Connect
Dialpad
and
Smartsheet
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the Dialpad and Smartsheet integration work?

The integration connects your Dialpad account with Smartsheet, allowing call data such as call logs, recordings, and notes to be automatically synced to relevant Smartsheet projects and tasks. This ensures your communication is directly tied to your work management processes.

What are the key benefits of integrating Dialpad with Smartsheet?

Key benefits include improved workflow efficiency by reducing manual data entry, enhanced team collaboration with real-time updates, better visibility into communication related to projects, and faster response times through centralized information.

Can I customize which call details get synced to Smartsheet?

Yes, the integration allows you to configure which call attributes such as duration, participants, notes, and recordings are captured and linked to specific Smartsheet rows or projects based on your team’s needs.

Is the integration secure and compliant with data privacy standards?

Absolutely. Both Dialpad and Smartsheet adhere to industry-leading security protocols, including encryption and compliance with standards like GDPR and SOC 2, ensuring your data remains protected throughout the integration.

How do I set up the Dialpad and Smartsheet integration?

Setup is straightforward: connect your Dialpad and Smartsheet accounts through the integration settings, configure your sync preferences, and start automating your communication workflows. Detailed setup guides and support are available to assist you.

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