Seamless Dialpad to Syncro Integration for Streamlined Customer Management
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Automate the creation and management of customer tickets and records in Syncro directly from your Dialpad calls. This integration ensures no customer interaction is missed and enhances your team's efficiency.
About This Workflow
This n8n workflow bridges the gap between your Dialpad communication system and your Syncro CRM, automating critical customer service processes. When a call comes in via Dialpad, the workflow triggers to identify the caller and search for their existing record in Syncro. If a customer is found, it checks for any open tickets. If no open ticket exists, a new one is created for the customer, linked to the call details. If an open ticket already exists, a comment is added to it, keeping a comprehensive history. Both new and updated tickets are logged in a Google Sheet for an auditable trail. This significantly reduces manual data entry, improves response times, and ensures a consistent customer experience.
Key Features
- Automatic Ticket Creation: New tickets are generated in Syncro for incoming calls when no open ticket is found.
- Intelligent Contact Matching: Leverages Dialpad call data to find existing customer records in Syncro.
- Real-time Ticket Updates: Adds comments to existing open tickets with call details, maintaining a clear history.
- Data Logging: Logs call and ticket information to Google Sheets for easy tracking and auditing.
- Customizable Workflows: Easily adaptable to specific business needs and data fields.
How To Use
- Webhook Setup: Configure the n8n 'Webhook' node with a unique path (e.g., 'moezdialpad') to receive incoming call data from Dialpad.
- Environment Variables: Set up your Syncro API base URL and a relevant user ID in the 'EnvVariables' node.
- Contact Retrieval: Use the 'GetCustomer' node to search Syncro for the caller's contact information based on their phone number.
- Contact Processing: The 'Contacts' function node parses the search results to extract relevant contact details.
- Conditional Logic: Employ the 'IFContacts' node to determine if a contact was found and proceed accordingly.
- Ticket Status Check: If a contact is found, use 'GetTicket' to check for existing open tickets associated with that contact.
- New Ticket Creation (if no open ticket): If no open ticket is found, utilize the 'CreateTicket' node to generate a new ticket in Syncro, populating it with customer details and call information.
- Existing Ticket Update (if open ticket exists): If an open ticket is found, use the 'UpdateTicket' node to add a comment to the existing ticket.
- Data Archiving: Regardless of whether a new ticket was created or an existing one updated, use the 'ForGoogle'/'Google Sheets' and 'ForGoogle1'/'Google Sheets1' nodes to log the call ID and the associated ticket ID into a Google Sheet.
Apps Used
Workflow JSON
{
"id": "2f3c6cda-934e-43bb-b5c6-89f77da4ce39",
"name": "Seamless Dialpad to Syncro Integration for Streamlined Customer Management",
"nodes": 8,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 2f3c6cda-934e...
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