Predictive Dialer CRM Integration

InterCloud9 supports web posting integration with various CRM suites such as Zoho, Leadmailbox, Blitz, Salesforce, Sugar CRM, Leads360, Simplicity Collect, Leadtrac and Infusionsoft to name a few.  NOTE: For Salesforce you will need to contact support for special integration instructions.
 
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)
 
Once you have decided the approach that best fits your model you can begin configuring the Web Post as needed (see below).

----------------------------- Option 1: Pop Leads Already in your CRM ------------------------------------------
 
Here you have decided to take your leads that already exist in your CRM, exporting them out, and load them up into the dialer.
 
Step 1- Export a list of leads from your CRM.  VERY IMPORTANT: make sure the Record ID for each lead is exported along with the list.  Also known as: Record ID, Lead ID, Contact ID, or ID.
 
Step 2- In your CRM navigate to a Lead and view it.  (usually a summary view or edit view).  Then copy the URL string and paste it somewhere you can work with it.  (usually notepad).  Common URL Strings for this look like:
Examples:
Blitz Lead Manager: https://www.blitzleadmanager.com/login/Pages/ProspectCompanies.aspx?mode=QS&SearchText=#{Last Name}&SearchField=#Name
Lead Mailbox: https://www.leadmailbox.com/LMS/EditLead.aspx?id=XXXXX
Sugar CRM: https://youraccount.com/sugar/index.php?module=Leads&offset=1&stamp=XXX&return_module=Leads&action=DetailView&record=XXXXX
Leads360: https: //xx.leads360.com/Web/LeadAddEdit.aspx?id=XXXXX
Simplicity Collect: https://app.simplicitycollect.com/MasterView.aspx?case_id=XXXXX
Infusionsoft: https: //company.infusionsoft.com/Contact/manageContact.jsp?view=edit&ID=XXXXX
 
Step 3- Upload the list exported from your CRM into the dialer make sure to map the column in your data with the "Record ID's" to the Dialer Field "LeadID" and other fields as required. We already have the most common field names already in the dialer to map too Phone, LeadID, First Name, Last Name, Address, City, State, Zip and Other (you can add other fields if needed).
 
Step 4- Take the  URL previously saved and replace the Record ID with #{LeadID} (usually numbers and letters) after the = in the string.
Examples:
Blitz Lead Manager: https://www.blitzleadmanager.com/login/Pages/ProspectCompanies.aspx?mode=QS&SearchText=#{Last Name}&SearchField=#Name
Lead Mailbox: https://www.leadmailbox.com/LMS/EditLead.aspx?id=#{LeadID}
Sugar CRM: http://youraccount.com/sugar/index.php?module=Leads&offset=1&stamp=XXX&return_module=Leads&action=DetailView&record=#{LeadID}
Leads360: https://xx.leads360.com/Web/LeadAddEdit.aspx?id=#{LeadID}
Simplicity Collect: https://app.simplicitycollect.com/MasterView.aspx?case_id=#{LeadID}
Infusionsoft: https://company.infusionsoft.com/Contact/manageContact.jsp?view=edit&ID=#{LeadID}

Please feel free to email [email protected] with your CRM proviers URL string once you get it and we will help you format it.

Step 5- Navigate to the admin tab of the dialer and "Edit" the users properties.  (Pencil Icon).  Then paste the updated URL string in the "post to url" box and hit save.  Do this for each user you want to have this ability.
 
 


 
RESULT: Now when you get a Qualified or Good Lead you can click the "Post to URL" icon shown below in the Contact View and it will call up the lead in your CRM.


 
--------------------------- Option 2:  Posting Qualified Leads not already in your CRM --------------------------------------------

The example this would be used for is:  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- Contact your CRM company and get posting instructions for Posting Leads through a URL. They will send you a URL that is tailed to your company with their data base field names.
 
Step 2-  You will need to edit the Posting URL given to you by your CRM company to populate their data base fields with the information from the dialer.
For example: In leadmailbox their phone field name is "homephone" but in the dialer the field name is "Phone" so you apend the field name by saying homephone=#{Phone} example URL string shown below.

https://www.leadmailbox.com/interface/postlead/?account=XXXXX&source=intercloud9&showcompany=y&homephone=#{Phone}&firstname=#{First Name}&lastname=#{Last Name}&email=#{Email}&mail_street=#{Address}&mail_city=#{City}&mail_state=#{State}&mail_zip=#{Zip}

Please feel free to email [email protected] with your CRM proviers URL string once you get it and we will help you format it.

NOTES:
  1. InterCloud9 Fields will  have #{ } around the field name to pass the field information through.
  2. Make sure to use the following format:  #{your interCloud9 field}
  3. Your field names are case sensitive, so if you create a field name in the dialer called "Company" you can not use "company" in the string it must be as "Company"
 
Step 3- 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.
 


 
RESULT: Now when you get a Qualified or Good Lead you can click the "Post to URL" icon shown below in the Contact View and it will post/create a new lead in your CRM.


Please feel free to open a support ticket for help or questions with your CRM integration needs by clicking here
  • crm, blitz, leadmailbox, sales force, sugar crm, simplicity collect, leadtrac, infusionsoft, blitz lead manager, Zoho
  • 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...