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BatchDialer + Trello

BatchDialer + Trello

BatchDialer + Trello integrations

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.

  1. When this happens...
    New Lead Created
    New Lead Created
    New Lead CreatedTriggers when a a new lead is created.
    TriggerPolling
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
    ActionWrite
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More things you can do with BatchDialer and Trello

Discover other triggers and actions you can use with BatchDialer and Trello

  • BatchDialer triggers, actions, and search
    New Calendar Events

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

    Trigger
    Polling
    Try It
  • BatchDialer triggers, actions, and search
    New Updated Contacts

    Will return a list of updated contacts since last endpoint call.

    Trigger
    Polling
    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
    Polling
    Try It
    • Contact ID
      Required
    • Vendor Contact ID
    • Phone Number 1
      Required
    • 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
    Polling
    Try It
  • BatchDialer triggers, actions, and search
    New Lead Created

    Triggers when a a new lead is created.

    Trigger
    Polling
    Try It
    • Contact ID
      Required
    • Campaign ID
      Required
    Action
    Write
    • Contact ID
      Required
    • 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
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About BatchDialer
BatchDialer is a predictve dialing software for sales teams
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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trello logo
trello logo
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn moreLearn moreHelpHelp
Related categories
Project Management
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