CallTools Integration
Overview
Simplify and organize the way you contact your customers with the easiest-to-use predictive dialer available.
Add Contact
Power Contact Center
Add Contact
Add the lead to the calltools platform.
Appended Fields
CallTools will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | The outcome of the post |
Reason | If the outcome was not success, this is the reason |
Id | CallTools ID of the newly created contact |
Dials | CallTools ID of the newly created contact |
Date Created | Timestamp of when the contact was created |
Type | Contact type |
Dial History | Dial history |
Queue | Queue |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
Phone 1 Required fieldCallTools needs this data to function. | Phone 1 |
Phone 2 | Phone 2 |
Phone 3 | Phone 3 |
Title | Title |
First Name | First name |
Middle Name | Middle name |
Last Name | Last name |
Company Name | Company name |
Email | Email address |
Address 1 | Street address |
Address 2 | The second line of the address, often used for apartment or box numbers |
City | City |
State | State |
County | County |
Postal Code | Postal or zip code |
Country | Country |
Comments | Comments |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Api Key | CallTools API Key |
| Hot Lead | 1 to insert as a Web Lead, 0 to not insert as Web Lead. Defaults to 0 |
| Score | Higher numbers are dialed first. Default: 0, maximum 32000 |
| Dial Duplicate | 1 to queue up the Contact to be dialed if the Contact already exists. 0 to reject the Contact as a duplicate. Defaults to 0 |
| Account Id | Account id to assign to this contact |
| External Agent Id | The external agent id of the account to assign to this contact |
| Send Sms Template | SMS template ID to send |
| File | Optional. If left blank, CallTools will import the Contact to your Web Lead File. Note: "file" is the numerical ID of the file, not the name) |
| Calltools Custom | |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |
Power Contact Center
Simplify and organize the way you contact your customers with a variety of options to help manage your campaigns for better connections with your customers and prospects
Appended Fields
CallTools will append the following data to your lead.
| Appended Field | Description |
|---|---|
Outcome | The outcome of the post |
Reason | If the outcome was not success, this is the reason |
Id | CallTools ID |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
| Field | Description |
|---|---|
Phone 1 | Home phone number |
Phone 2 | Mobile phone number |
Phone 3 | Office phone number |
Email | Email address |
First Name | First name |
Last Name | Last name |
Address 1 | Street address |
City | City |
State | State |
Postal Code | Postal code |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
| Variable | Description |
|---|---|
| Calltools Do Not Contact | A boolean value indicating whether or not this lead should be contacted. |
| Calltools Login Domain | The domain at which you access your power contact center software (e.g. “app.calltools.io”) |
| Calltools Custom | |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |