Create tasks in Asana for new leads in BatchDialer
Whenever a new lead is created in BatchDialer, this workflow creates a corresponding task in Asana. This smooth process ensures that all leads are tracked and managed efficiently, eliminating the need for manual data entry. It highly streamlines your workflow, helping you stay organized and on top of your tasks in a timely manner. This is especially beneficial for sales teams aiming to efficiently convert leads into clients.
Whenever a new lead is created in BatchDialer, this workflow creates a corresponding task in Asana. This smooth process ensures that all leads are tracked and managed efficiently, eliminating the need for manual data entry. It highly streamlines your workflow, helping you stay organized and on top of your tasks in a timely manner. This is especially beneficial for sales teams aiming to efficiently convert leads into clients.
- When this happens...New Lead Created
Triggers when a a new lead is created.
- automatically do this!Create Task
Adds a new task.
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New Calendar Events
Will return a list of new calendar events since last endpoint call.
Try ItNew Updated Contacts
Will return a list of updated contacts since last endpoint call.
Try ItNew DNC Numbers
Will return a list of phone numbers that have been added to DNC (do not call) list since last endpoint call.
Try ItContact IDRequired
Vendor Contact ID
Phone Number 1Required
Phone Number 2
Phone Number 3
Phone Number 4
Phone Number 5
Phone Number 6
Phone Number 7
Phone Number 8
Phone Number 9
Phone Number 10
Title
First name
Middle name
Last name
Address
City
State
Postal code
Mailing address
Mailing city
Mailing state
Mailing postal code
Country
Gender
Date of birth
E-mail
Security phrase
Comment
Custom fields
New Call Disposition Events
Will return a list of new call disposition events since last endpoint call.
Try ItNew Lead Created
Triggers when a a new lead is created.
Try ItContact IDRequired
Campaign IDRequired
Contact IDRequired
Vendor Contact ID
Phone number 1
Phone number 2
Phone number 3
Phone number 4
Phone number 5
Phone number 6
Phone number 7
Phone number 8
Phone number 9
Phone number 10
Title
First name
Middle name
Last name
Address
City
State
Postal code
Mailing address
Mailing city
Mailing state
Mailing postal code
Country
Gender
Date of birth
E-mail
Security phrase
Comment
Custom fields