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BatchDialer + Follow Up Boss

Handle new BatchDialer call disposition events by creating notes in Follow Up Boss

Stay on top of your phone interactions effortlessly with this smart integration. When a new call disposition event occurs in your BatchDialer, it seamlessly creates a corresponding note in your Follow Up Boss. This aids in ensuring none of your crucial phone interactions are missed, thus, enhancing productivity and streamlining your customer relationship management tasks. Tie together your telecommunication and note-taking processes in a way that is effective, rapid, and hassle-free.

Stay on top of your phone interactions effortlessly with this smart integration. When a new call disposition event occurs in your BatchDialer, it seamlessly creates a corresponding note in your Follow Up Boss. This aids in ensuring none of your crucial phone interactions are missed, thus, enhancing productivity and streamlining your customer relationship management tasks. Tie together your telecommunication and note-taking processes in a way that is effective, rapid, and hassle-free.

  1. When this happens...
    BatchDialerBatchDialer
    New Call Disposition Events

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

    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
    • 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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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.

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Zapier Interfaces

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