BatchDialer + Wise Agent CRM
Create and manage new leads in Wise Agent CRM when new leads are added in BatchDialer
Streamline your sales process with this workflow between BatchDialer and Wise Agent CRM. Whenever a new lead is identified in BatchDialer, the information will be seamlessly added to Wise Agent CRM. This automation saves time by removing the need for manual data entry, ensuring all your leads are recorded and tracked efficiently.
Streamline your sales process with this workflow between BatchDialer and Wise Agent CRM. Whenever a new lead is identified in BatchDialer, the information will be seamlessly added to Wise Agent CRM. This automation saves time by removing the need for manual data entry, ensuring all your leads are recorded and tracked efficiently.
- When this happens...New Lead Created
Triggers when a a new lead is created.
- automatically do this!Add/Update Lead/Contact
Adds or updates a lead.
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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
