Overview
This workflow automates the process of capturing call information from Dialpad and pushing it into Syncro for ticket management, while also maintaining records in Google Sheets. It leverages n8n's powerful automation capabilities to streamline customer support operations.
Key Features
- Webhook Integration: Listens for incoming call data from Dialpad.
- Customer Lookup: Retrieves customer details using HTTP requests.
- Ticket Creation & Update: Automatically creates or updates tickets in Syncro based on call data.
- Conditional Logic: Uses IF nodes to handle scenarios with multiple tickets or customers.
- Google Sheets Sync: Logs call and ticket information into Google Sheets for reporting and tracking.
Benefits
- Time Savings: Eliminates manual data entry, reducing errors and freeing up staff time.
- Improved Accuracy: Ensures consistent and accurate logging of call and ticket data.
- Centralized Records: Maintains a unified source of truth across Syncro and Google Sheets.
Use Cases
- Customer Support Teams: Automate call logging and ticket management for faster response times.
- Helpdesk Operations: Maintain detailed records of customer interactions for analytics and reporting.
- Sales & CRM: Track customer calls and follow-ups efficiently within existing systems.
Integrations
- Dialpad (via webhook)
- Syncro (ticketing platform via API)
- Google Sheets (for data logging and reporting)
