Predictive Dialer CRM Blitz Lead Manager Dialer Integration

InterCloud9 supports web posting integration with Blitz Lead Manager.  This is done through a "WEB GET" posting or Posting through the URL.
 
Getting Started:  First you have to ask yourself what you are trying to accomplish.
 
Option 1:
Do I want to pop/open leads from the dialer that already exist in my CRM?  (Pop the lead open in the CRM so I can work on it)
 
Option 2:
Do I want to post/create a new lead from the dialer into my CRM?  (Dialing through unqualified data and posting "Good Leads" or qualified leads into the CRM)

----------------------------- Option 1: Pop Leads Already in your CRM ------------------------------------------

Opening an existing lead already in Blitz Lead Manager, in the example Post URL below we have used the First Name as the search field that you mapped your contacts name field too when uploading your data.

https://www.blitzleadmanager.com/login/Pages/ProspectCompanies.aspx?mode=QS&SearchText=#{First Name}&SearchField=#Name


 --------------------- Option 2: Posting Qualified Leads not already in your CRM --------------------------------
 
In this example you have purchased "leads" or "data" from a third party or you may already have the data.  Typically UNQUALIFIED data meaning you have not spoken to the lead.  Now you want to dial through this data and identify/capture the "Good Leads" or Qualified prospects.  So you would load your data/leads into the dialer and when a "Good Lead" or "Qualified Prospect" is reached you would post this Lead into your CRM from the dialer.  Once it is in your CRM you can subject it to all of your marketing channels, work flows, etc.

Step 1- In Blitz Lead Manager you need to get your post URL

Post URL:
a. In Blitz, navigate to the Administration -> Manage Campaigns menu option
b. Click the Hammer and Wrench icon for the campaign with the Web Form
c. Navigate to the Web Form tab
d. Click the View Form link and make note of your campaign ID in the URL example shown in red below 

Step 2-  Copy the URL string example below replacing the red XXXX with your Blitz campaign ID number. This will pass the information from the dialer to those corresponding field in Blitz. 

https://www.blitzleadmanager.com/login/Form.aspx?id=XXXX&mode=silent&Name=#{First Name}#{Last Name}&Address1=#{Address}&City=#{City}&State=#{State}&ZipCode=#{Zip}&Phone=#{Phone}&Email=#{Email}

Step 3- Load your data/leads into the dialer. We already have the most common field names set up in the dialer: Phone, LeadID, First Name, Last Name, Address, City, State, Zip and Other (you can add other fields if needed).

NOTE:
If you add fields into the dialer make sure to use the following format when adding the field to your URL posting string: #{your interCloud9 field name}
Your field names are case sensitive, so if you create a field name in the dialer called "Other" you can not use "other" in the string it must be as "Other"

Step 4- Navigate to the Admin Tab and click Edit properties for the user(s) you wish to have this ability.  Then add  this URL String to the "Post to URL" box and click Save.

 


 
Step 5- Now when you get a Qualified or Good Lead you can click the "Post to URL" icon on the Contact View and it will post/create a new lead in your CRM.


RESULT: This will create a button on each users Contact View tab called "Post to URL".  When a call is connected and you begin your conversation, hit the "Post to URL" icon and a new page will open in your browser with the lead information posted into Blitz Lead Manager.  You will then be able to save and edit Lead information in Blitz Lead Manager.

Please feel free to open a support ticket for help or questions with your CRM integration needs by clicking here

Below is a list of Blitz Lead Manager field names
· Name – Required , Text, Max Length 255 characters
· Address1 – Text, Max Length 100 characters
· Address2 – Text, Max Length 100 characters
· Address3 – Text, Max Length 100 characters
· City – Text, Max Length 100 characters
· State – Valid US State or CA Province, Max Length 2 characters
· ZipCode – Valid 5 or 9 digit US Zip Code or CA Zip, Max Length 10 characters
· Country – Valid Country Name
· Phone – Valid US or CA phone number if No Country is specified, or
International number if a Country is specified, Max Length 20 characters
· Ext – Numeric, Max Length 5 characters
· Fax – Valid US or CA phone number if No Country is specified, or International
number if a Country is specified, Max Length 20 characters
· Email – Valid Email Address, Max Length 100 characters
· WebSite – Valid Website, Max Length 255 characters
· Description – Text, Max Length 300 characters
· ContactName – Text, Max Length 50 characters
· Revenue – Text, Max Length 50 characters
· ContractDate – Date (MM/DD/YYYY format preferred)
· Custom1 – Text/Date/Dropdown, Max Length 255 characters
· Custom2 – Text/Date/Dropdown, Max Length 255 characters
· Custom3 – Text/Date/Dropdown, Max Length 255 characters
· Custom4 – Text/Date/Dropdown, Max Length 255 characters
· Custom5 – Text/Date/Dropdown, Max Length 255 characters
· Custom6 – Text/Date/Dropdown, Max Length 255 characters
· Custom7 – Text/Date/Dropdown, Max Length 255 characters
· Custom8 – Text/Date/Dropdown, Max Length 255 characters
· Custom9 – Text/Date/Dropdown, Max Length 255 characters
· Custom10 – Text/Date/Dropdown, Max Length 255 characters
· Custom11 – Text/Date/Dropdown, Max Length 255 characters
· Custom12 – Text/Date/Dropdown, Max Length 255 characters
· Custom13 – Text/Date/Dropdown, Max Length 255 characters
· Custom14 – Text/Date/Dropdown, Max Length 255 characters
· Custom15 – Text/Date/Dropdown, Max Length 255 characters
· Custom16 – Text/Date/Dropdown, Max Length 255 characters
· Custom17 – Text/Date/Dropdown, Max Length 255 characters
· Custom18 – Text/Date/Dropdown, Max Length 255 characters
· Custom19 – Text/Date/Dropdown, Max Length 255 characters
· Custom20 – Text/Date/Dropdown, Max Length 255 characters
Notes – Text, Max Length ~16M characters
Note: Only fields that are set to show on the form will be checked for data. For example
if you do not show the State field on your Blitz Web Form, any data passed for the State
parameter will be ignored.




  • crm, Blitz Lean Manager
  • 1 Users Found This Useful
Was this answer helpful?

Related Articles

Predictive Dialer Trouble Shooting Why am I waiting a long time for a call?

 This can be due to multiple reasons so lets go through them: You may have your dial rates set...

Predictive Dialer How do I add user phone book numbers for transferring calls?

To add numbers to your agents phone book for transfering calls (this will enable your agents to...

Predictive Dialer Why do agents show up as unknown in the Agent Monitor tab?

If your agents are showing up as a status of "unknown" this is because they have not taken a call...

Predictive Dialer How do I Transfer or do a 3-Way Conference Call?

For both the Transfer and 3-Way transfer options you will want to add numbers to your agents...

Predictive Dialer How do I add import upload numbers contacts leads to a campaign

Step #1 File FormatThe dialer requires your contacts file to be in a .CSV-MSDOS format.Click here...