BatchDialer + Follow Up Boss
Add tags to contacts in Follow Up Boss when new dnc numbers occur in BatchDialer
This workflow gets to work when new DNC numbers appear in your BatchDialer app, tagging corresponding contacts in your Follow Up Boss app. It easily maintains a unified system between both apps and helps you avoid any communication mishaps. Enhance your compliance efforts and keep contact information updated seamlessly with this easy-to-set-up workflow.
This workflow gets to work when new DNC numbers appear in your BatchDialer app, tagging corresponding contacts in your Follow Up Boss app. It easily maintains a unified system between both apps and helps you avoid any communication mishaps. Enhance your compliance efforts and keep contact information updated seamlessly with this easy-to-set-up workflow.
- When this happens...New DNC Numbers
Will return a list of phone numbers that have been added to DNC (do not call) list since last endpoint call.
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
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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
