BatchLeads + Call Tools PCC

Create new Call Tools PCC contacts when new properties are added in BatchLeads

Easily manage both your BatchLeads and Call Tools PPC with this simple workflow. Every time a new property is added to your BatchLeads, it creates a contact in your Call Tools PCC. This automation saves you from manually transferring data between the two applications, ensuring your contact list is always up-to-date and you can efficiently reach out to potential clients.

When this happens...
New Property Added
Triggers when a new property is added.
TriggerPolling
automatically do this!
Create Contact
Creates a new Contact
ActionWrite

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Supported triggers and actions

Direct Mail Delivered
Triggers when a Direct Mail is delivered.
Trigger
Polling
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- From Date
Trigger
Polling
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Phone Call Not Answered
Triggers when a phone call is not answered
Trigger
Polling
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Property Added to a List
Triggers when a new or existing property is added To A List.
Trigger
Polling
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Property Is Skip Traced (Email Available)
Triggers when a new property is skip traced and email becomes available.
Trigger
Polling
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Property Status Updated
Triggers when a property lead status gets updated.
Trigger
Polling
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SMS Lead Marked as "DNC"
Triggers when a new lead is marked as "DNC" lead in the BLS System.
Trigger
Polling
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SMS Lead Marked as "Hot"
Triggers when a new lead is marked as "Hot" lead in the BLS System.
Trigger
Polling
Try It
SMS Lead Marked as "Warm"
Triggers when a new lead is marked as "Warm" lead in the BLS System.
Trigger
Polling
Try It
- Phone NumberRequired
Action
Write
- Property IDsRequired
- List NameRequired
Action
Write
- Property IDRequired
- NoteRequired
Action
Write
- List Name
- Tag Name
- Property AddressRequired
- Property CityRequired
- Property StateRequired
- Property ZipRequired
Action
Write
- Property IDRequired
- List NameRequired
Action
Write
- Property IDsRequired
- Skip Trace NameRequired
Action
Write
New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Trigger
Instant
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New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Trigger
Instant
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New Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Trigger
Instant
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New Email
Triggers when a new email is sent by a agent in Call Tools.
Trigger
Instant
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New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Trigger
Instant
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New SMS
Triggers when a SMS message is sent or received within Call Tools.
Trigger
Instant
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New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Trigger
Instant
Try It
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Write
- Contact IDRequired
- Tag IDRequired
Action
Write
- Contact IDRequired
Action
Write
- Calendar Event Type IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Tag IDRequired
Action
Search
- User IDRequired
Action
Search
- Phone NumberRequired
Action
Search
- Phone Number
- Area Code
- Ready
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By User ID (uuid)
- Last Call System Disposition
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write

SMS Message Is Sent to a Lead
Triggers when a new sms is sent to lead.
Trigger
Polling
Try It
Phone Call Answered
Triggers when a phone call is answered
Trigger
Polling
Try It
New Property Added
Triggers when a new property is added.
Trigger
Polling
Try It
Property Is Opted Out
Triggers when a property is Opted out.
Trigger
Polling
Try It
Property Is Skip Traced (Phone Number Available)
Triggers when a new property is skip traced and phone number becomes available.
Trigger
Polling
Try It
- From Date
Trigger
Polling
Try It
SMS Lead Marked as "Follow Up"
Triggers when a new lead is marked as "Follow Up" lead in the BLS System.
Trigger
Polling
Try It
SMS Lead Marked as "Refer to Realtor (Agent)"
Triggers when a new lead is marked as "Refer to Realtor (Agent)" lead in the BLS System.
Trigger
Polling
Try It
Tag Added to a Property
Triggers when a tag is added to a property.
Trigger
Polling
Try It
- List NameRequired
- Property AddressRequired
- Property Address 2
- Property CityRequired
- Property StateRequired
- Property ZIPRequired
- Mailing Address
- Mailing Address 2
- Mailing First Name
- Mailing Last Name
- Mailing City
- Mailing State
- Mailing ZIP
- Notes
- Opt outRequired
- Phone 1
- Phone 2
- Phone 3
- Phone 4
- Phone 5
Action
Write
- Property IDRequired
- Tag NameRequired
Action
Write
- Property IDRequired
Action
Write
- Property IDRequired
Action
Write
- Property IDRequired
- Tag NameRequired
Action
Write
- Property IDRequired
- Lead Status NameRequired
Action
Write
New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Trigger
Instant
Try It
New Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Trigger
Instant
Try It
New Contact Disposition Event
Triggers when a contact disposition is updated.
Trigger
Instant
Try It
New Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Trigger
Instant
Try It
New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Trigger
Instant
Try It
New Phone Number
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
Trigger
Instant
Try It
New Contact Tag Event
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
Trigger
Instant
Try It
- Bucket IDRequired
- Contact IDRequired
Action
Write
- EntryRequired
- Scrub Existing Contacts
Action
Write
- Contact IDRequired
- Contact Disposition
- Last Call Agent Disposition
- Ready [to Contact]
- Status
- Do Not Contact
- Suppress Until [Future DateTime]
- Owned By [User ID]
- Add Tags
- Remove Tags
- Add To Buckets
- Remove From Buckets
- User Distribution Queue ID
Action
Write
- Contact IDRequired
Action
Write
- Call Disposition IDRequired
Action
Search
- Contact Disposition IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Phone Number IDRequired
Action
Search
- User IDRequired
Action
Search
- Phone Number
- Area Code
- Ready
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By User ID (uuid)
- Last Call System Disposition
Action
Search
- Phone NumberRequired
- Contact ID
Action
Search
- Phone NumberRequired
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write

About BatchLeads

BatchLeads is a All-In-One platform for real estate professionals

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Call Tools PCC

Call Tools is a multi-channel cloud contact center and hosted pbx with a data centric focus.

Learn more

Related categories

Phone & SMS

BatchLeads + Call Tools PCC

Create new Call Tools PCC contacts when new properties are added in BatchLeads

Direct Mail Delivered

New Vacant Property Found

Phone Call Not Answered

Property Added to a List

Property Is Skip Traced (Email Available)

Property Status Updated

SMS Lead Marked as "DNC"

SMS Lead Marked as "Hot"

SMS Lead Marked as "Warm"

Add Phone Number to DNC

Add Property to a List

Create Note for a Lead

Create One-Click Direct Mail Campaign for Unsaved Properties

Remove List From a Property

Skip Trace Property

New Calendar Event

New Call Disposition Event

New Contact

New Email

New Goal Achievement

New Opportunity

New SMS

New Connector Button Click

Create Contact

Tag a Contact

Update Contact Do Not Contact

Get Calendar Event Type by ID

Get Contact by ID

Get Last Note by Contact ID

Get All Notes Summarized by Contact Id

Get Tag by ID

Get User Custom Settings

Search Contacts by Phone Number

Find or Create Contact

SMS Message Is Sent to a Lead

Phone Call Answered

New Property Added

Property Is Opted Out

Property Is Skip Traced (Phone Number Available)

Property Becomes Vacant

SMS Lead Marked as "Follow Up"

SMS Lead Marked as "Refer to Realtor (Agent)"

Tag Added to a Property

Add Property

Tag Added to a Property

Create One-Click Direct Mail Campaign

Opt Out a Property

Remove Tag From a Property

Update Lead Status

New Phone Call

New Support Case

New Contact Disposition Event

New Email Address

New Note

New Phone Number

New Contact Tag Event

Bucket a Contact

Create Do Not Contact Entry

Update Contact

Update Contact Set Ready

Get Call Disposition by ID

Get Contact Disposition by ID

Get All Notes by Contact ID

Get Phone Number Object by ID

Get User by ID

Search Contacts

Search Phone Number Objects by Phone Number

Find or Create Contact

About BatchLeads

Related categories

Similar apps

Zapier Interfaces

About Call Tools PCC

Related categories