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BatchDialer + Close

Create new leads in Close when new leads are created in BatchDialer

Move swiftly through your sales pipeline by instantly adding new leads in the BatchDialer app directly into the Close app. This workflow allows you to swiftly capture new opportunities without the need to manually transfer data between platforms. Make your lead management more efficient and never miss a potential customer with this seamless integration.

Move swiftly through your sales pipeline by instantly adding new leads in the BatchDialer app directly into the Close app. This workflow allows you to swiftly capture new opportunities without the need to manually transfer data between platforms. Make your lead management more efficient and never miss a potential customer with this seamless integration.

  1. When this happens...
    BatchDialerBatchDialer
    New Lead Created

    Triggers when a a new lead is created.

    TriggerScheduled
  2. automatically do this!
    CloseClose
    Create Lead

    Creates a New Lead

    ActionWrite
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Supported triggers and actions

What does this mean?
  • BatchDialer triggers, actions, and search

    New Calendar Events

    Will return a list of new calendar events since last endpoint call.

    Trigger
    Scheduled
    Try It
  • BatchDialer triggers, actions, and search

    New Updated Contacts

    Will return a list of updated contacts since last endpoint call.

    Trigger
    Scheduled
    Try It
  • BatchDialer triggers, actions, and search

    New DNC Numbers

    Will return a list of phone numbers that have been added to DNC (do not call) list since last endpoint call.

    Trigger
    Scheduled
    Try It
    • Contact 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

    Action
    Write
  • BatchDialer triggers, actions, and search

    New Call Disposition Events

    Will return a list of new call disposition events since last endpoint call.

    Trigger
    Scheduled
    Try It
    • Contact IDRequired

    • Campaign IDRequired

    Action
    Write
    • 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

    Action
    Write
batchdialer logo
batchdialer logo

About BatchDialer

BatchDialer is a predictve dialing software for sales teams
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

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