BatchDialer + Follow Up Boss
Update and manage Follow Up Boss contacts when new contacts are updated in BatchDialer
Streamline your contact management process with this efficient workflow. Whenever there's an updated contact in BatchDialer, the changes will be instantly reflected in Follow Up Boss. This ensures your contact data in Follow Up Boss is always up-to-date, saving you the hassle of manual updates. This workflow effectively manages your contacts, ensuring accuracy while freeing up your time for more important tasks.
Streamline your contact management process with this efficient workflow. Whenever there's an updated contact in BatchDialer, the changes will be instantly reflected in Follow Up Boss. This ensures your contact data in Follow Up Boss is always up-to-date, saving you the hassle of manual updates. This workflow effectively manages your contacts, ensuring accuracy while freeing up your time for more important tasks.
- When this happens...New Updated Contacts
Will return a list of updated contacts since last endpoint call.
- 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
