CRM and phone system integrated automatically
Every call and text logged in Bitrix24 in 5.5 seconds. 73 hours of manual work eliminated in the first month.
The problem
A US mortgage company logged every Dialpad call and text in Bitrix24 by hand. With more than 1,000 interactions a month, this took hours of work and left records incomplete or outdated.
What we built
An automation in Make.com that listens to Dialpad events in real time: every incoming call or text triggers a flow that finds the borrower (and co-borrowers) in Bitrix24, creates or updates the matching record, and attaches the full interaction log. The matching is smart and handles number variations and multiple contacts tied to one case.
Tech stack
Does your business have processes that could be automated?
Book a 20-minute call. We review one specific process and tell you whether it is worth automating.