BatchDialer + Trello
Create Trello cards for your new BatchDialer leads instantly
Streamline your sales process with this workflow. When a new lead is added in BatchDialer, it creates a task card in Trello, helping you keep track of potential clients and ensuring important follow-ups aren't missed. This efficient process not only saves time but also enhances your customer relationship management.
Streamline your sales process with this workflow. When a new lead is added in BatchDialer, it creates a task card in Trello, helping you keep track of potential clients and ensuring important follow-ups aren't missed. This efficient process not only saves time but also enhances your customer relationship management.
- When this happens...New Lead Created
Triggers when a a new lead is created.
- automatically do this!Create Card
Triggers when a new card is added.
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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
