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.

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

    Triggers when a a new lead is created.

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Note

    Creates a note on a contact

    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
  • BatchDialer triggers, actions, and search

    New Lead Created

    Triggers when a a new lead is created.

    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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier