BatchDialer + Follow Up Boss
BatchDialer + Follow Up Boss
Create or update Follow Up Boss contacts when new leads are generated in BatchDialer
Efficiently manage your leads with this BatchDialer and Follow Up Boss workflow. When a new lead is created in BatchDialer, the contact will be created or updated without triggering action plans in your Follow Up Boss app. This automation helps you keep your contact information up-to-date while ensuring you stay in control of your action plans.
- When this happens...New Lead CreatedTriggers when a a new lead is created.
- automatically do this!Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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More things you can do with BatchDialer and Follow Up Boss
Discover other triggers and actions you can use with BatchDialer and Follow Up Boss
- New Calendar Events
Will return a list of new calendar events since last endpoint call.
Try ItTriggerPolling - New Updated Contacts
Will return a list of updated contacts since last endpoint call.
Try ItTriggerPolling - New DNC Numbers
Will return a list of phone numbers that have been added to DNC (do not call) list since last endpoint call.
Try ItTriggerPolling - 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
ActionWrite
- New Call Disposition Events
Will return a list of new call disposition events since last endpoint call.
Try ItTriggerPolling - New Lead Created
Triggers when a a new lead is created.
Try ItTriggerPolling - Contact IDRequired
- Campaign IDRequired
ActionWrite- 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
ActionWrite
Related Zap Templates
- Create new inquiries or website events in Follow Up Boss from new leads in BatchDialer
- Create or update contacts in Follow Up Boss when new call disposition events occur in BatchDialer
- Update and manage Follow Up Boss contacts when new contacts are updated in BatchDialer
- Create notes in Follow Up Boss for new leads in BatchDialer
- Add tags to contacts in Follow Up Boss when new dnc numbers occur in BatchDialer