BatchDialer + Follow Up Boss
Create or update Follow Up Boss contacts when new leads are generated in BatchDialer
Efficiently manage your leads with this BatchDialer and Follow Up Boss workflow. When a new lead is created in BatchDialer, the contact will be created or updated without triggering action plans in your Follow Up Boss app. This automation helps you keep your contact information up-to-date while ensuring you stay in control of your action plans.
Efficiently manage your leads with this BatchDialer and Follow Up Boss workflow. When a new lead is created in BatchDialer, the contact will be created or updated without triggering action plans in your Follow Up Boss app. This automation helps you keep your contact information up-to-date while ensuring you stay in control of your action plans.
- When this happens...New Lead Created
Triggers when a a new lead is created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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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
