BatchDialer + Follow Up Boss
Create or update contacts in Follow Up Boss when new call disposition events occur in BatchDialer
Improve your efficiency with this workflow that swiftly updates your Follow Up Boss contacts when a new call disposition event occurs in BatchDialer. Keeping both your platforms in sync, this automation ensures that each new batch-dialed call outcome promptly updates your contact management without triggering further action plans - giving you more time to focus on the things that truly matter. Stay ahead of the game by having up-to-date information at your fingertips.
Improve your efficiency with this workflow that swiftly updates your Follow Up Boss contacts when a new call disposition event occurs in BatchDialer. Keeping both your platforms in sync, this automation ensures that each new batch-dialed call outcome promptly updates your contact management without triggering further action plans - giving you more time to focus on the things that truly matter. Stay ahead of the game by having up-to-date information at your fingertips.
- When this happens...New Call Disposition Events
Will return a list of new call disposition events since last endpoint call.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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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
