BatchDialer + Follow Up Boss
Log new BatchDialer call disposition events as calls in Follow Up Boss
Stay focused and streamline your productivity with this workflow between BatchDialer and Follow Up Boss. When a new call disposition event takes place in BatchDialer, it promptly logs the call in Follow Up Boss, capturing essential information to streamline your follow-up process. This automation keeps your customer service processes smooth by saving important details, freeing you up to focus on client interaction.
Stay focused and streamline your productivity with this workflow between BatchDialer and Follow Up Boss. When a new call disposition event takes place in BatchDialer, it promptly logs the call in Follow Up Boss, capturing essential information to streamline your follow-up process. This automation keeps your customer service processes smooth by saving important details, freeing you up to focus on client interaction.
- When this happens...New Call Disposition Events
Will return a list of new call disposition events since last endpoint call.
- automatically do this!Log Call
Logs a call on 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
