Connect BatchDialer and Follow Up Boss to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect BatchDialer to Follow Up Boss with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate BatchDialer with Follow Up Boss - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Calendar Events" from BatchDialer.
Add your action
An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.
You’re connected!
Zapier seamlessly connects BatchDialer and Follow Up Boss, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Calendar Events
Will return a list of new calendar events since last endpoint call.
Try ItTriggerPolling - New Updated Contacts
Will return a list of updated contacts since last endpoint call.
Try ItTriggerPolling - New DNC Numbers
Will return a list of phone numbers that have been added to DNC (do not call) list since last endpoint call.
Try ItTriggerPolling - 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
ActionWrite
- New Call Disposition Events
Will return a list of new call disposition events since last endpoint call.
Try ItTriggerPolling - New Lead Created
Triggers when a a new lead is created.
Try ItTriggerPolling - Contact IDRequired
- Campaign IDRequired
ActionWrite- 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
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use BatchDialer and Follow Up Boss
Sync new leads to BatchDialer campaigns
When a new lead is created in Follow Up Boss, Zapier automatically imports the lead into a BatchDialer campaign for immediate outreach. This saves time spent on manual data transfers and ensures no potential lead is missed, improving response time and increasing the likelihood of successful conversions.
Business OwnerAdd tags to contacts based on campaign interactions
When a contact is updated in BatchDialer (e.g., after engaging in a campaign), Zapier automatically applies a relevant tag to the contact in Follow Up Boss. This helps teams segment leads based on their engagement levels, enabling more targeted and efficient marketing efforts to boost ROI.
Marketing & Marketing OpsLog call dispositions in Follow Up Boss
When a new call disposition event occurs in BatchDialer, Zapier automatically logs the event as a note on the corresponding contact in Follow Up Boss. This ensures call outcomes are accurately tracked and available for future follow-ups, enhancing team coordination and improving deal conversion rates.
Sales OpsLearn how to automate Follow Up Boss on the Zapier blog
Frequently Asked Questions about BatchDialer + Follow Up Boss integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BatchDialer and Follow Up Boss
What is required to set up the integration between BatchDialer and Follow Up Boss?
To integrate BatchDialer with Follow Up Boss, you'll need active accounts on both platforms. You will also require our platform to set up a connection where specific triggers from BatchDialer can initiate corresponding actions in Follow Up Boss.
How can I create a trigger in BatchDialer for the integration?
Triggers in BatchDialer can be created based on specific events like call completions or contact tag updates. These triggers are then used to initiate actions within Follow Up Boss through our integration.
Can I update contacts in Follow Up Boss automatically from BatchDialer?
Yes, when a specified trigger event occurs in BatchDialer, such as tagging a contact, an action can be set up through our platform to update the corresponding contact information automatically in Follow Up Boss.
What kind of actions can be triggered in Follow Up Boss via this integration?
Actions such as updating contact details, adding notes, or assigning tasks can be automated within Follow Up Boss when specific triggers occur in BatchDialer.
Is it possible to log calls from BatchDialer into Follow Up Boss?
Absolutely. By setting a trigger for call completions in BatchDialer, you can automatically log those call details into your Follow Up Boss account using our integration tools.
How do we ensure data consistency between the two platforms during integration?
Our integration ensures data consistency by employing robust syncing protocols each time a trigger event occurs. It's important to accurately map the data fields between BatchDialer and Follow Up Boss to maintain integrity.
Can I customize the actions triggered by events in the integration process?
Yes, you have full control over customizing which actions are triggered by which events. Our platform allows you to define specific mappings that suit your operating requirements between BatchDialer and Follow Up Boss.
