BatchDialer + Follow Up Boss
Create notes in Follow Up Boss for new leads in BatchDialer
Enhance your sales process and team organization instantly with this effective workflow. As soon as you have a fresh lead in BatchDialer, the workflow will make sure a correspondent note is generated immediately in Follow Up Boss. This workflow enables your team to respond faster to potential clients while ensuring every interaction is timely recorded.
Enhance your sales process and team organization instantly with this effective workflow. As soon as you have a fresh lead in BatchDialer, the workflow will make sure a correspondent note is generated immediately in Follow Up Boss. This workflow enables your team to respond faster to potential clients while ensuring every interaction is timely recorded.
- When this happens...New Lead Created
Triggers when a a new lead is created.
- automatically do this!Create Note
Creates a note on a contact
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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
